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 a corporation registered with the SEC in 2017 that serves institutional clients. The firm reports a fee model that combines a percentage-of-assets charge with performance-based fees and focuses on portfolio management for pooled investment vehicles and for businesses or institutions. It identifies as an active ESG investor and is classified as a foreign-owned entity. Sompo does not describe itself as a capital allocator, is not a multi-state adviser, and does not list pension consulting or related-adviser roles.
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
CRD 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
$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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