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 operates as an institutional-focused asset manager with a clear tilt toward equity strategies and exchange-traded instruments. The firm provides portfolio management for individuals, pooled vehicles and institutional clients and runs educational programs, while also acting in sponsor and trustee capacities for pooled investment vehicles. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which supports both traditional asset management mandates and incentive-aligned strategies. The firm identifies as an active ESG investor, indicating ESG considerations are integrated into security selection and portfolio construction rather than treated as an afterthought. Organizationally the business is a foreign-owned corporation operating in Japan and maintains relationships across the investment value chain — broker-dealer, trust company, insurance company and other adviser roles — enabling it to offer both discretionary mandates and sponsored pooled solutions. The firm has not positioned itself as a pure capital allocator; instead it combines in-house management with sponsored vehicle activity and third-party allocations where appropriate.

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

    President and CEOCRD 6127167

  • JEREMY SIMPSON

    Chief Financial OfficerCRD 4360117

  • TADAO MINAGUCHI

    Chief Portfolio ManagerCRD 7951161

Contacts

3 of 4
  • MASAKAZU HASEGAWA

    AuditorCRD 4990949

  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth