Otsuka's questions to ORIX (IX) leadership • Q1 2026
Question
Requested an explanation for the significant JPY 7 trillion increase in Assets Under Management (AUM) between March and June 2025.
Answer
The AUM growth was driven by two main factors: 1) A recovery in net inflows at Robeco, combined with positive market valuation effects, and 2) Successful arrangement and sale of private credit products like CLOs in the U.S., which shifts assets from the balance sheet to AUM. The strong U.S. dollar also magnified the value in yen terms. The company acknowledged the need for more detailed disclosure on AUM composition and profitability in the future.