Fund Management Operations
As a professional asset management company, we incorporate new investment techniques in response to changes in the market environment and provide top-tier investment performance that aims to produce steady returns in the medium and long term.
For active investment products, we seek to generate excess returns by defining inefficiencies in the market and constructing a consistent investment process to turn these inefficiencies into investment opportunities.
In order to achieve this, we uncover inefficiencies through our unique global research platform, take appropriate risks based on our professional skill, manage risks from diverse perspectives, and conduct constant quality control throughout the entire investment process.
Investment Research Platform
With our network of over 300 investment professionals in Japan and overseas, we have established a global investment research platform that allows us to meet clients’ diverse asset management needs.
- *Calculated based on the data of former Sumitomo Mitsui Asset Management as of Jan 1 , 2019 and former Daiwa SB Investments as of Oct 1 , 2018.
Assets under Management
|Institutional Accounts||USD 68 billions|
|Domestic||USD 54 billions|
|USD 27 billions|
|USD 3 billions|
|Investment Advisory Accounts||USD 24 billions|
|Overseas||USD 13 billions|
|Investment Trusts||USD 87 billions|
|Publicly Offered Funds||USD 45 billions|
|Privately Placed Funds||USD 42 billions|
- *AuM is an aggregated amount of former Sumitomo Mitsui Asset Management and former Daiwa SB Investments as of Dec 31, 2018.
- *Figures shown in US dollars are conversions from Japanese yen based amounts, at USD/JPY 109.72.