Asset Management Consulting
Consulting: Experienced professionals walking step-by-step alongside each client.
Key challenge: Tackling balance between risk and return.
Tailor-made: Advice ranging from asset allocation to management options to evaluation/selection of products and services, all with one goal-realizing the most appropriate asset management approach to match the specific goals of each and every client.
Governance: Work with clients to set up robust asset management governance, including support with optimizing supervisory and compliance functions.
Our Consulting1
Rich Consulting Track Record
- Over 30 years consulting experience since launch at Daiwa Institute of Research
- Serving wide range of clients, particular focus on corporate pensions
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As of October 1 2024,our seasoned consultants average
・Eleven years consulting business experience
・Twenthy two years asset management experience
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Serving 78 clients as of October 1 2024
Consulting Client Breakdown
- Public pensions
- 1
- Defined benefit corporate pensions
- 59
- Other
- 18（foundations/corporations, school corporations, business corporations, etc.）
Our Consulting2
Shared Planning
- “Shared planning” is our core approach to consulting services. Building on a foundation of thoroughgoing communication, we work hand-in-hand with each client to develop solutions tailor-made to their unique asset management goals.
- No short-cuts to trust - We play the long game, building relationships with a focus on continuing association (avg. period under contract 11.8 years as of October 1 2024).
- Advisory services address gamut of needs, including asset management compliance issues and conference management.
Our Consulting3
Fund Evaluation Catering to Diverse Management Needs
- Researching and evaluating funds with finger on the pulse of the changing market
- Wide-ranging universe encompasses alternative assets in addition to traditional asset classes like equities and fixed income
- These far-reaching efforts enable us to cater to diverse asset management needs
Consulting Menu
・Support set-up of management system, processes
・Support formulation of management approach/asset allocation policy
・Support evaluation/selection of management products
・Monitor fund performance/asset management
Inquiries about Asset Management Consulting
