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 Vehicles46.44%
- Pension & Profit Sharing Plans44.34%
- Insurance Companies7.58%
- Other Investment Advisers1.19%
- Corporations / Businesses0.4%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sompo Asset Management Co., Ltd. is an institutional registered investment adviser that focuses on managing assets for institutional clients. The firm is organized as a corporation and has been SEC-registered since 2017. Its advisory work centers on portfolio management for pooled investment vehicles and for business or institutional accounts. Sompo charges fees based on a percentage of assets under management and may also collect performance-based fees, indicating it operates strategies or vehicles where benchmark or hurdle-linked compensation applies. The firm flags itself as an active ESG investor and lists industry affiliations that include other investment advisers and an insurance company.
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 Equities58%
- Investment Grade Corp Bonds15%
- Other11%
- Sovereign Bonds9%
- Private Funds7%
Owners & executives
1 of 1Tsutomu Yamaguchi
President and CEOCRD 8110726
Contacts
3 of 9Takenobu Inoue
Managing Executive OfficerCRD 8288805
Hiroshi Watanabe
DirectorCRD 7939444
Suzuki Koichiro
Executive OfficerCRD 7939447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$151M in ETFs
100%
$151M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $53M | 77,222 | 35.17% |
Location
Tokyo, null
Location
Tokyo, null
Headquartered in Tokyo, null.
- Address
- Kyoritsu Nihonbashi Bldg
- Office locations
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