Naoto Okada

AMO looks for the market inefficiency (gaps between market price and fair value) and seek to capture investment opportunity by bottom-up approach leveraging the global research networks, top-down approach by macro-economic analysis and quantitative approach using the latest financial engineering to aim to achieve excess returns for the mid to long-term. They are a signatory to the United Nations-backed Principles for Responsible Investment Initiative (UNPRI).

SAM is an active, medium- to long-term manager which follows a bottom-up approach within a top-down asset allocation framework and seeks to exploit market inefficiencies. Their investment process follows a 3-step 'Plan-Do-See' organization. The investment committee first approves an investment strategy which the investment management team then implements. The resulting portfolio is examined for compliance, risk and performance. The firm invests in global equity and debt, and US real estate pooled products. Their investment approach is supported by fundamental research, partially outsourced from Mizuho Securities Research & Consulting Co., Ltd., and emphasizes global macroeconomic fundamentals and detailed market and industry analysis. Quantitative analysis using an in-house model is part of the research process.