Execution of Merger Agreement with Daiwa SB Investments Ltd.
31 January 2019
Since issuing a joint press release on September 28th 2018 regarding the merger agreement between Sumitomo Mitsui Asset Management Company Limited (“SMAM” hereafter) and Daiwa SB Investments Ltd., we have been engaged in integration work towards the launch of Sumitomo Mitsui DS Asset Management Company Limited (“New Company” hereafter) on April 1st, 2019*. Today we hereby announce our organizational structure and corporate philosophy of New Company.
*Note: The merger is subject to approval and acceptance of notification by authorities in Japan and countries where our overseas offices are located.
Press Release: Daiwa SB Investments launches Japan Equity Sustainable Dividend UCITS Fund
26 Feb 2018
Daiwa SB Investments launches Japan Equity Sustainable Dividend UCITS Fund
Daiwa SB Investments (‘DSBI’) has launched one of its long-standing all cap Japanese equity strategies in Europe. The Luxembourg domiciled DSBI Japan Equity Sustainable Dividend UCITS Fund is managed by award-winning Lead Portfolio Manager, Seiji IWAMA. The strategy has been in existence since 2013 on a segregated basis and has so far added circa 24% p.a. in absolute terms (to 31 December 2017). “We have launched the fund on the back of a very strong track record and superb downside protection that the strategy offers”, Yuhki King, Head of Business Development and Client Relations of DSBI (UK) said.
“The fundamental, bottom up strategy invests in quality companies with low risk of dividend cuts. Given the growing interest in corporate governance in Japan, the universe of attractive stocks with dividend sustainability is expanding.”
The strategy has been ranked in the top position for the Japanese Equity – All Cap (YEN) by CAMRADATA’s IQ Scores as at 31 December 2017.
Press Release: Daiwa SB Investments Hard Closes Japan Equity Small Cap Absolute Value UCITS Fund
19 Dec 2017
Daiwa SB Investments (‘DSBI’) is hard closing its recently launched Japanese small cap equity strategy in Europe. The Luxembourg domiciled Daiwa SBI Lux Funds SICAV - Japan Equity Small Cap Absolute Value UCITS Fund, managed by award-winning Portfolio Manager, Tatsuro Nigauri, is hard-closing to new subscriptions from all investors effective 4 p.m. CET on 18 December 2017.
Following strong inflows which have absorbed the remaining available capacity, the board of directors has therefore decided to limit the size by suspending new subscriptions. The decision has been taken in order to protect the interests of current investors, as it is felt that allowing further inflows will impact on the ability of the fund to achieve its investment objectives and to maintain its management style and liquidity.
As of 18 December 2017, AuM of the fund was over JPY26 billion (circa USD230 million and EUR195 million)
The Japan Equity Small Cap Absolute Value UCITS Fund was launched on 28 February 2017 and has so far added 28.72% in absolute terms (to 30 November 2017).
Press Release: Daiwa SB Investments launches Japan Equity Small Cap Absolute Value UCITS
28 Feb 2017
London - Daiwa SB Investments (DSBI), one of Japan's largest asset managers, has today announced the launch of its latest UCITS fund within the Luxembourg domiciled SICAV.
The Japan Equity Small Cap Absolute Value Fund is managed out of Tokyo and led by Portfolio Manager Tatsuro Nigauri. The strategy has been in existence since 2004 on a segregated basis. Notably, the launch of this new UCITS fund now allows a broader range of investors, including pension funds, insurance companies, wealth managers and private banks to access the strategy.
The Small Cap Absolute Value strategy has consistently achieved positive double-digit returns over the past eight years (to 31 December 2016) and has delivered 11.93% per annum absolute return since inception (gross of fees), a track record that will reassure investors of DSBI's proven investment ability.
Eiji Fukumuro, Senior Product Manager for the Japan Equity Fundamental Active strategy talks to Antje Erhard, Lead Reporter at German investor television channel DAF. This interview was conducted on 21 April 2015.
In this video, Fukumuro discusses the team's expectations for the Japanese stock market in 2015 and how the portfolio management team use bottom up fundamental research to extract value from the market.
Press Release: Daiwa SB Investments (UK) Ltd. Hires Yuhki King as Head of Marketing
17 Nov 2014
London, 17 November 2014 - Effective from 15 September 2014, Yuhki King has taken over the role as Head of Marketing at Daiwa SB Investments (UK) Ltd.
In her new role, she is in charge of managing and further developing Daiwa SBI's marketing strategy and further grow the Daiwa SBI business within Europe. Yuhki King will report to Sunao Otsuka, Managing Director of DSBI (UK).
Introducing Daiwa SB Investments Ltd. - Japan Equity Fundamental Active
9 Oct 2014
Eiji Fukumuro, Senior Product Specialist, introduces Daiwa SB Investments and the Japan Equity Fundamental Active strategy. Eiji looks at the key drivers, investment themes and running money from Japan.
Prime Minister Abe has urged Japan’s Government Pension Investment Fund (GPIF), the world’s largest, to reallocate some of its USD1.26 trillion assets into riskier assets as Mr Abe seeks to end nearly two decades of deflation.
In this note DSBI seeks to comment on the subject matter and the implications it may or not have for DSBI’s Japan Equity Fundamental Active strategy.
Press Release: Daiwa SB Investments launches Japan Equity UCITS
28 Nov 2013
London - Daiwa SB Investments (DSBI), one of Japan's largest asset managers, has today announced the launch of its first Luxembourg domiciled SICAV.
The Japan Equity Fundamental Active Fund is managed out of Tokyo and led by Portfolio Manager Masashi Kamohara. The strategy has been in existence since 2003 on a segregated basis. Notably, the launch of this new UCITS fund now allows a broader range of investors, including pension funds, insurance companies, wealth managers and private banks to access the strategy. The Fundamental Active strategy has outperformed the market in nine out of the last ten years, a track record that will reassure investors of DSBI's proven investment ability.
Responsible Investor - Daiwa SB Investments the latest big firm to sign up to the UN PRI
17 Sep 2012
Responsible Investor (RI), the dedicated news service to reporting on responsible investment, ESG (environmental, social and governance) and sustainable finance issues for institutional investors globally has released an article on Daiwa SB Investments, detailing the recent signing of the UN-backed Principles for Responsible Investment (PRI). Article-DaiwaPRI.pdf
Appointment of New Managing Director of Daiwa SB Investments (UK) Ltd.
Daiwa SB Investments are pleased to announce the appointment of a new Managing Director to their London office.
Mr Sunao Otsuka will replace Mr Junichi Terashima effective 1 June 2012. Mr Otsuka joined our parent company Daiwa Securities in 1983 and has held a variety of positions at Daiwa Securities Group companies, including General Manager of the International Planning Department and Head of Investment Banking at Daiwa Securities Capital Markets Europe in London. He transferred to Daiwa SB Investments Ltd. in 2011 and therefore brings significant experience to his new position as Managing Director of Daiwa SB Investments (UK) Ltd.
Mr Terashima leaves DSBI UK after four successful years as Managing Director. Mr Terashima will be returning to our headquarters in Tokyo and will take up the position of General Manager of the International Department.
One of our major share holders, Daiwa Securities Group Inc. has become Japan’s first securities company to join the United Nations Global Compact, demonstrating its commitment to global corporate social responsibility initiatives.
Launched in July 2000, the UN Global Compact is a policy-making platform for companies committed to sustainability and responsible business practices. Members are required to incorporate certain principles in the fields of human rights, labour, environment, and anti-corruption in their business activities.
Launched in 2001 by Investment & Pensions Europe, the IPE Awards is an annual event that sets the industry benchmark for excellence in the management of Europe's pension funds; an event that recognises and rewards the hard work and creative thinking of both the pension funds and their executives.
For 2008 Daiwa SB Investments Ltd. will be sponsoring the ‘Country Awards' for Norway.