Sumitomo Mitsui DS Asset Management Co., Ltd.
Decided to start providing a goal-based approach type discretionary investment management service
Sumitomo Mitsui DS Asset Management Co., Ltd. (President and CEO: Takashi Saruta, hereinafter “the Company”) has decided to start providing a goal-based approach type discretionary investment management service. We will work with financial institutions, etc. (hereinafter referred to as “affiliated financial institutions, etc.”) as business partners, aiming to start the service in the first half of fiscal 2023, and will proceed with preparations.
This service is a discretionary investment management service mainly for individual customers. The Company concludes a discretionary investment contract with the customer, and partner financial institutions act as advisors to provide the customer with life plan advice based on a goal-based approach and continuous after-sales follow-up. Regarding administration and systems related to service operation, we will cooperate with Japan Asset Management Platform Group Co., Ltd. and QUICK Co., Ltd., which have deep knowledge and experience in goal-based asset management advice services.
With this service, customers can set multiple investment targets (goals) according to their life plans while consulting with an advisor, and an asset management plan for each target will be designed using a dedicated tool. Through this service, the Company and partner financial institutions, etc. will propose an asset management plan based on future goals, and provide continuous after-sales follow-up based on changes in the probability of achieving this plan, etc. We support long-term asset formation that is close to you.
We will continue to promote customer-oriented business operations and contribute to the realization of a sustainable society in order to realize our management philosophy of “becoming the best asset management company that contributes to quality of life.”
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[About Sumitomo Mitsui DS Asset Management Co., Ltd.]
Address: 26th Floor, Toranomon Hills Business Tower, 1-17-1 Toranomon, Minato-ku, Tokyo 105-6426
Financial Instruments Business Operator Kanto Local Finance Bureau Director (Kinsho) No. 399
The Investment Trusts Association, Japan
Japan Investment Advisers Association
Type II Financial Instruments Firms Association
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