Monex Asset Management reports AUM exceeding 100 billion yen
Monex Asset Management, Inc., a wholly owned subsidiary of Monex Group, Inc (TYO:8698), announces that the assets under management exceeded 100 billion yen on November 18, 2022, almost doubled over a year from the end of October 2021.
As FNG reported, Monex Asset Management’s assets under management exceeded 75 billion yen on September 13, 2022.
In addition to Monex’s business of “ON COMPASS” and “ON COMPASS+,” discretionary investment management services, management of fund for institutional investors and corporations made a significant contribution to the increase in assets under management.
Monex Asset Management believes that the more choices of asset management will lead to the more affluent society by increasing future options for our stakeholders. Monex Asset Management aims to continue to provide high quality asset management services with the aim of realizing the future envisioned by its clients and partners.
Monex Asset Management’s main business includes discretionary robo-advisors that employ a goal-based approach to asset management, and it provides the following four major services.
- ON COMPASS
A discretionary investment management service suitable for long-term investment that can be completed all the steps including the contract online. The service employs a unique investment model based on financial engineering, and provides thorough risk management. The service is widely used not only by beginners but also by customers with long investment experience.
- ON COMPASS+
Hybrid model of discretionary investment service offers an online service with the added face-to-face support. Face-to-face support is provided in partnership with the partnered financial institutions. Currently, ON COMPASS+ is available at five of the business partners.
- Asset management for Monex Activist Fund
Monex Asset Management manages activist funds such as “Monex Activist Fund,” a public investment trust, and “Japan Catalyst Fund,” a private fund for general investors, based on the investment advice provided by Japan Catalyst, Inc., a wholly owned subsidiary of Monex Group, Inc. It aims to benefit both individual investors and companies by promoting a new style of open and holistic engagement.
- Management of fund for institutional investors and corporations
For clients such as financial institutions, corporations, and foundations, Monex Asset Management proposes investment strategies that meet their individual needs, and create and manage tailor-made funds.