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 more than 250 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
254
Average Years of Industry Experience
15.6
CFAs ・ CIIAs (note)
96
note: | "CFAs" stands for Chartered Financial Analysts and "CIIAs" stands for Certified International Investment Analysts. |
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* | As of April 1, 2024. |
Assets under Management
Institutional Accounts | USD 69 billions | |||
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Domestic | USD 58 billions | |||
Discretionary Accounts (Pension Funds) |
USD 31 billions | |||
Discretionary Accounts (Others) |
USD 5 billions | |||
Investment Advisory Accounts | USD 21 billions | |||
Overseas | USD 11 billions |
Investment Trusts | USD 89 billions | |
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Publicly Offered Funds | USD 60 billions | |
Privately Placed Funds | USD 29 billions |
* | AUM is as of March 31, 2024. |
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* | Figures shown in US dollars are conversions from Japanese yen based amounts, at USD/JPY 151.345. |
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