SOMPO ASSET MANAGEMENT CO., LTD.
Firm details
- Headquarters
- TOKYO,
- CRD number
- 286479
- Registered since
- May 24, 2017
- Custodians
- CUSTODY BANK OF JAPAN, LTD., STATE STREET BANK AND TRUST COMPANY, MTBJ
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles55.36%
- Pension & Profit Sharing Plans36.66%
- Insurance Companies6.38%
- Other Investment Advisers1.24%
- Corporations / Businesses0.31%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sompo Asset Management Co, Ltd. is an institutional-focused investment manager with an SEC registration dating to 2017. The firm operates as a corporation with a foreign/individual ownership structure and offers portfolio management for pooled vehicles as well as for business and institutional clients. Its compensation model combines percentage-of-AUM fees with performance-based fees, and the firm self-identifies as an active ESG investor. Industry affiliations include other investment advisers and an insurance company relationship.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Investment Grade Corp Bonds17%
- Other13%
- Sovereign Bonds11%
Owners & executives
2 of 2TSUTOMU YAMAGUCHI
President and CEOCRD 8110726
EIJI FUJIMURA
Chief Compliance OfficerCRD 7726533
Contacts
3 of 9HIROSHI WATANABE
DirectorCRD 7939444
KAYAOKA AKIHIKO
Executive OfficerCRD 7939450
SUZUKI KOICHIRO
Executive OfficerCRD 7939447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$135M in ETFs
100%
$135M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $46.6M | 668,100 | 34.51% |
Location
TOKYO, null
Location
TOKYO, null
Headquartered in TOKYO, null.
- Address
- Kyoritsu Nihonbashi Bldg
- Office locations
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