Monex Asset Management, Inc., a wholly owned subsidiary of Monex Group, Inc (TYO:8698), announces that the total assets under management of its discretionary investment management services “ON COMPASS/ON COMPASS+,” “Monex Activist Fund” (both public and private investment trusts) and the private investment trust funds grew 1.5 times in 11 months and exceeded 75 billion yen on September 13, 2022.

In particular, the assets under management of ON COMPASS+ have steadily increased, doubling from approximately 15 billion yen to 30 billion yen in the past 11 months.

Monex Asset Management’s main business is discretionary robo-advisors that employ a goal-based approach to asset management, and it provides the following four major services.

ON COMPASS is an entrusted asset management service suitable for long-term investment that can be completed online. The service employs a unique investment model based on financial engineering and thorough risk management. ON COMPASS is used not only by novice investors, but also by many customers with long investment experience.

ON COMPASS+ is a 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 eight of the business partners.

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.

For clients such as financial institutions, business enties, and foundations, Monex Asset Management proposes investment strategies that meet their individual needs, and create and manage tailor-made funds.