About us

Message from the President

president

Daiwa Fund Consulting Co. Ltd. started consulting for pensions in 1994 as a business of Daiwa Institute of Research Ltd. In July 2006, we spun off from Daiwa Institute of Research Ltd., expanding the scope of our research to investment trusts, providing investment advice for fund wraps, and expanding our business as a gatekeeper centered on alternatives.

We utilize the central research function to access various fund information of management companies around the world, and evaluate funds based on a unified standard through extensive and high-quality fund research. We provide one-stop solutions to client's concern about asset management, such as asset management consulting, investment advice for fund wraps (FoFs), and discretionary investment.

With "customer first" as our creed, we will strive to be a cutting-edge company with fiduciary duty.

April 2024

President

Takashi Fujikura

Company Profile

Company name
Daiwa Fund Consulting Co.Ltd.
Address

  • GranTokyo North Tower
    9-1, Marunouchi 1-chome, Chiyoda-ku, Tokyo 100-6756, Japan

    Directions
Establishment
25 July 2006
Capital
450 million yen
Shareholder
Daiwa Securities Group (100%)
Board of Directors
President
Takashi Fujikura
Deputy President
Hiroyuki Isokawa
Senior Executive Managing Director
Sei Nakagawa
Executive Managing Director
Morihiko Iwakoshi
Executive Managing Director
Shigeto Kashiwazaki
Senior Managing Director
Takuya Fujii
Senior Managing Director
Atsushi Mitta
Corporate Auditor
Motoi Sato
Financial Instruments Firm
Chief of Kanto Local Finance Bureau (Kin-sho) No.843
Memberships
Japan Investment Advisers Association
Verification of Internal Controls by External Auditors
We Obtain an Assurance Report on Internal Controls for Discretionary Investment Management Services from External Auditors.
Statement on Standards for Attestation Engagements No.18 (SSAE18)
International Standard on Assurance Engagements No.3402 (ISAE3402)

History

1994
Began pension fund consulting (asset management) at Daiwa Institute of Research
1999
Started investment trust evaluation
2006

Began fund of funds advisory services

100% subsidiary of Daiwa Securities Group

Registered as investment advisory company

2007

Launched evaluation of alternative investments, with a focus on hedge funds

Registered as financial instruments business (investment advisory and agency business)

2008

Started discretionary investment management business

Registered as financial instruments business (investment management)

2014
Announced acceptance of the principles contained in Japanese Stewardship Code
2017
Announced Basic Policy on Customer-first Operations as well as key initiatives

Key Figures

  • Asset balance for Daiwa Fund Wrap Select series

    Approx. 3.8 trillion yen (end-Mar 2024)

    Asset balance for Daiwa Fund Wrap Select series

  • Assets under management for discretionary management service

    Approx. 112 billion yen (end-Mar 2024)

    Assets under management for discretionary management service

Directions

  • GranTokyo North Tower

    9-1, Marunouchi 1-chome, Chiyoda-ku, Tokyo 100-6756, Japan

    TEL
    81-3-5555-6550
    Access from nearest train stations
    JR line: One-minute walk from Tokyo Station Yaesu North Exit (direct access from station)
    Subway lines: Four-minute walk from Tokyo Station Exit 2 (direct access from subway)
    Four-minute walk from Tokyo Station Exit B7 (direct access from subway)
    By car
    Please use the underground Tokyo Station Yaesu parking lot.

Inquiries

  • Contacts for all inquiries:

    TEL
    81-3-5555-6550



    Regulation on Advertising, etc. (As of Financial Instruments and Exchange Law Article37) If you decide to enter into a business arrangement with our company based on the information described in this material, we ask you to pay close attention to the following items.

    Fees and Risk
  1. ●The fee for investment advisory/investment management services will be decided on a case-by-case basis on discussion with the investment party.

  2. ●If we go on a business trip on your request, we may charge you the actual expenses of the business trip. In such case, total costs can not also be specified beforehand.

  3. ●Major risks related to our investment advisory/investment management services include listed below,
    1. ・Changes in the market price of financial instruments based on fluctuations in interest rates, exchange rates, stock prices, real estate prices, commodity prices, and others, or change of the financial situation of issuers of the stock or bond may effect the market price of the asset class and lead to total or partial principal loss.
    2. ・Derivatives include risks that amount of the loss (or profit) set forth in the credit transaction and stock related derivatives could exceed the amount of your margin or any other security deposit, since the actual transaction may be larger than the security deposit.

    When making an actual transaction, please be sure to carefully read the materials presented to you prior to the execution of agreement, and to take responsibility for your own decisions regarding the signing of the agreement with our company.