Fund Management Operations

Investment Philosophy

As investment professionals conscious of sustainability, we are committed to provide the “best in quality” performance over the medium and long term.

In order to achieve this, we shall strive to provide stable returns by actively incorporating new investment methodologies and by responding to ever changing market environments.

Regarding active investments, we shall specify existing market inefficiencies and turn them into investment opportunities through establishing disciplined investment approaches to capture excess returns.

In order to achieve this we shall execute the following.

  • Conduct thorough & proprietary research on a global basis to reveal inefficiencies.
  • Take appropriate risks driven by professional judgments and based on risk tolerance levels.
  • Manage risks from multidimensional perspectives.
  • Control and improve product quality on an ongoing basis for all investment processes.

Investment Research Platform

With approximately 240 investment professionals in Japan and overseas, we have a global investment research platform in place to meet the diverse asset management needs of our clients.

Investment Professionals

243

Average Years of Industry Experience

15.1

CFAs ・ CIIAs (note)

85

note: "CFAs" stands for Chartered Financial Analysts and "CIIAs" stands for Certified International Investment Analysts.
     * As of April 1, 2025.

Assets under Management

Institutional Accounts USD 63 billions
  Domestic USD 50 billions
  Discretionary Accounts
(Pension Funds)
USD 31 billions  
Discretionary Accounts
(Others)
USD 6 billions
Investment Advisory Accounts USD 12 billions
Overseas USD 13 billions
Investment Trusts USD 94 billions
  Publicly Offered Funds USD 64 billions
Privately Placed Funds USD 31 billions
* AUM is as of March 31, 2025.
* Figures shown in US dollars are conversions from Japanese yen based amounts, at USD/JPY 149.5400.