The Japan Financial Services Agency has commissioned the QUICK Asset Management Research Institute to measure representative investment performance indicators (KPIs) for domestic asset management companies and to analyse issues related to domestic public investment trusts, publishing the resulting report and datasets. The accompanying materials include a PDF on “KPI Measurement and Various Issues for Management Companies” and several Excel datasets with end-of-2025 figures, covering average analysis data by fund type, management company and returns, average trust fees by fund classification, management company and trust, total expense ratio and other expenses by fund classification and management company, 10-year performance averages by fund type and management company, and reference data comparing 2025 and 2020 outcomes for active and index products by category.
Japan Financial Services Agency 2026-04-20
Japan Financial Services Agency releases QUICK KPI assessment of domestic asset managers and analysis of public investment trusts
The Japan Financial Services Agency has published a report and datasets prepared by the QUICK Asset Management Research Institute on key performance indicators for domestic asset management companies and issues related to domestic public investment trusts. The materials provide end-2025 data on fund performance, fees, expenses and 10-year averages by fund type and management company, including comparative reference data for 2025 versus 2020 for active and index products.