Invesco Asset Management (Japan) Limited

RIASEC RegisteredEst. 1996
Total AUM
$76.1B
Discretionary
$76B
100% of AUM
Avg account
$400M
Accounts
190
Employees
116
Advisory reps
7

Firm details

Headquarters
Tokyo,
CRD number
107155
Registered since
July 1, 1996
Custodians
THE MASTER TRUST BANK OF JAPAN, LTD., CUSTODY BANK OF JAPAN, LTD., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.68%
  • Pension & Profit Sharing Plans5.98%
  • Insurance Companies0.73%
  • Sovereign Wealth Funds0.53%
  • Other Investment Advisers0.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Invesco Asset Management (Japan) Limited is the Japan-based arm of a global investment firm operating as an institutional registered investment adviser. The adviser, structured as a corporation and classified as an institutional RIA, primarily serves institutional clients while also providing portfolio management for individuals and small businesses and managing pooled investment vehicles. It offers a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — and reports being an active ESG investor. Advisory activities documented include discretionary portfolio management for institutions, businesses, pooled vehicles and individuals, along with educational seminars and workshops. The firm appears to participate in a broader financial-services ecosystem: filings list affiliations or roles consistent with broker-dealer activity, trust company and insurance company relationships, sponsor or GP roles for pooled vehicles, and commodity pool/CTA activity in addition to traditional advisory services. The firm is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Investment Grade Corp Bonds 14%, Private Funds 14%, Sovereign Bonds 11%, US Government Bonds 4%, Derivatives 3%, Cash & Cash Equivalents 2%57%
  • Exchange Traded Equities57%
  • Investment Grade Corp Bonds14%
  • Private Funds14%
  • Sovereign Bonds11%
  • US Government Bonds4%

Owners & executives

3 of 3
  • Hideki Sato

    Hideki Sato

    President and CEOCRD 6127167

  • Jeremy Simpson

    Jeremy Simpson

    Chief Financial OfficerCRD 4360117

  • Tadao Minaguchi

    Chief Portfolio ManagerCRD 7951161

Contacts

3 of 4
  • Masakazu Hasegawa

    AuditorCRD 4990949

  • Takashi Matsuo

    Takashi Matsuo

    DirectorCRD 7247104

  • Shintaro Nonaka

    CCOCRD 8077702

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tokyo, null

Location

Tokyo, null

Headquartered in Tokyo, null.

Address
14th Fl Roppongi Hls Mori Tower
Office locations

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