We provide advice and assistance to our clients in deciding on the most optimal strategic asset allocation for their portfolios. This process includes a comprehensive analysis of their liabilities, scenario projections, and stress testing.

At Yamanashi Kyoto Management, we believe that active management, based on a foundation of in-depth research and analysis, can enhance strategic asset allocation. In addition to optimizing the allocation of strategic assets, we also concentrate on:

  • selecting the highest performing individual securities
  • constructing a strong, well-diversified portfolio that has the capability of withstanding unforeseen events
  • tactical variations from the strategic asset mix

Yamanashi Kyoto Management’s team of experienced professionals monitor and actively manage risk exposure.

Asset Allocation - Yamanashi Kyoto Management