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 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.

Investment Professionals

308

Average Years of Industry Experience

15.3

CFAs
(Chartered Financial Analysts)

65

* As of April 1, 2020.

Assets under Management

Institutional Accounts USD 62 billions
  Domestic USD 53 billions
  Discretionary Accounts
(Pension Funds)
USD 26 billions  
Discretionary Accounts
(Others)
USD 4 billions
Investment Advisory Accounts USD 23 billions
Overseas USD 9 billions
Investment Trusts USD 74 billions
  Publicly Offered Funds USD 38 billions
Privately Placed Funds USD 37 billions
* AuM is as of March 31, 2020.
* Figures shown in US dollars are conversions from Japanese yen based amounts, at USD/JPY 107.955.