October 1964
Newly established Japan Investment Trust Management Co., Ltd. by the merger between Okasan Investment Trust Management, Osakaya Investment Trust Management and Tamatsuka Investment Trust Management with JPY 325 million capital.
June 1987
Implemented the allocation of new shares to a third party and increased the capital to JPY 450 million.
June 1990
Implemented the allocation of new shares to a third party and increased the capital to JPY 1 billion.
April 2008
Changed the company name to Okasan Asset Management Co., Ltd. through the merger between Japan Investment Trust Management Co., Ltd. and Okasan Capital Management Co., Ltd.
November 2022
Changed to the joint venture between the SBI group and the Okasan Securities Group.
July 2023
Changed the company name to SBI Okasan Asset Management Co., Ltd.