Comprehensive Capabilities of the Sumitomo Mitsui Trust Group

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Comprehensive Capabilities of the Sumitomo Mitsui Trust Group
Top Message/
Top Interview
Our Business Model,
Status of Group Businesses/
Financial Highlights
Progress of Midterm
Management Plan/
Special Feature
Comprehensive Capabilities of
the Sumitomo Mitsui Trust Group/
Topics
Comprehensive Capabilities of
the Sumitomo Mitsui Trust Group
The SuMi TRUST Group includes a number of companies in banking, trust, and real estate (72 consolidated subsidiaries and 19 equity method affiliates, as of March 31, 2015). Through collaboration with SuMi TRUST Bank, these
Group companies generate synergies to provide total solutions that satisfy the needs of our clients.
Of these Group companies, we introduce Nikko Asset Management Co., Ltd. in this installment.
Clients
Providing total solutions using the significant expertise and comprehensive
capabilities that are unique to a trust bank group and are distinctive strengths
of the Sumitomo Mitsui Trust Group
Retail Financial
Services Business
Wholesale Financial
Services Business
7 related group companies
22 related group companies
Sumitomo Mitsui Trust Group
Stock Transfer Agency
Services Business
Real Estate Business
Sumitomo Mitsui
Trust Bank, Limited
4 related group companies
5 related group companies
Fiduciary
Services Business
Others
12 group companies
40 related group companies
Corporate Data
Management Structure
Review of Operations
A Member of the Sumitomo Mitsui Trust
rust G
Group
roup
Nikko Asset Management
g
Co., Ltd.
Professionals that investors can trust
With Asia as the core of its operations, Nikko Asset Management is an asset management company of distinctive character in
the SuMi TRUST Group. The asset management expertise and product development capabilities of Nikko Asset Management
are fully utilized in solution proposals for individual as well as institutional investors.
A global company with strength in Asia
As a leading global asset management company in Japan
and Asia, Nikko Asset Management provides high quality
products and services to investors worldwide. With more than
290 investment professionals, Nikko Asset Management commands an extensive lineup of human resources representing
over 30 nationalities across 12 countries to manage over ¥19
trillion* in assets.
U.K.
U.S.
Japan
China
Hong Kong
* Consolidated balance of assets under management at Nikko Asset Management
and overseas subsidiaries (including investment advice)
Asset Management Team
India
Malaysia
Singapore
(Number of Persons)
Portfolio managers
Analysts/economists/strategists
Traders/other specialists
143
85
65
(As of March 31, 2015)
18
Nikko Asset Management’s global business bases
Sumitomo Mitsui Trust Holdings, Inc. 2015 Annual Report
Australia
New Zealand
Overseas subsidiaries
Affiliates
Comprehensive Capabilities of the Sumitomo Mitsui Trust Group
Top Message/
Top Interview
Through initiatives that include acquisition of a global equity team boasting a strong track record, and creation of a multiasset management team, Nikko Asset Management aims to further enhance its product planning capabilities to address
needs beyond those of the current era in addition to honing the asset management expertise that are its original strengths.
Enhancement of asset management expertise
Scotland
Acquisition of an
asset management
company specializing in Asian equity
Building a multiasset management
structure
In August 2014, Nikko Asset
Management significantly enhanced its asset management
structure with the acquisition
of a global active equity management team and associated human resources from a
Scotland-based asset management company boasting
a world-class track record.
In August 2014, in response to
the changing asset management needs of global investors, Nikko Asset Management integrated its specialist
multi-asset teams that had
previously been spread out
across various areas worldwide, basing the team in Singapore, which is positioned as
the hub of asset management
in Asia.
Enhancement of product planning capabilities
A brief message from the
Head of Marketing and Communications
Natsumi Akita, Head of Marketing and Communications
Eurasia Group President
Company profile
Representative
Director,
David Semaya
Executive Chairman
Representative
Director,
Takumi Shibata
President & CEO
management,
Business Description Investment
investment advisory
Date of
December 1, 1959
Establishment
Headquarters
Midtown Tower, 9-7-1,
Location
Akasaka, Minato-ku, Tokyo
Number of
1,414 (as of March 31, 2015)
Employees
Sumitomo Mitsui Trust Holdings, Inc. 2015 Annual Report
Corporate Data
Nikko Asset Management is advanced in terms of diversity, and maintains an environment where each and
every employee can work enthusiastically regardless of
nationality, gender, age, or employment type. Personnel
representing over 30 different nationalities other than
Japanese account for nearly half the staff at the company,
and opinions are exchanged freely in both Japanese and
English at meetings. We conduct efficient business operations with this diversity as the background.
Mr. Ian Bremmer
Management Structure
In March 2015, Nikko Asset Management entered into a partnership with Eurasia Group, agreeing to use the Eurasia Group’s proprietary political risk indicators in its multi-asset management
strategy. As a consulting firm specializing in geopolitical risk analysis, the Eurasia Group analyzes
political risk with regard to over 100 countries worldwide, and provides advice and consulting
for institutional investors and multinational corporations.
Through this partnership, Nikko Asset Management will pursue product development incorporating the geopolitical risk indicators.
Review of Operations
Partnership with Eurasia Group
Comprehensive Capabilities of
the Sumitomo Mitsui Trust Group/
Topics
Acquisition of global
equity management
team
Progress of Midterm
Management Plan/
Special Feature
In October 2013, Nikko Asset
Management acquired Treasury
Asia Asset Management Limited (TAAM), a company with
strengths in equity management in the Asia Pacific region.
Nikko Asset Management has
substantially boosted its asset
management expertise by integrating the asset management
operations of TAAM with those
of its subsidiary in Singapore.
Singapore
Our Business Model,
Status of Group Businesses/
Financial Highlights
Singapore
19

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