Takatsukasa Alliance | Expertise

Expertise

Outline of the Business

Takatsukasa Alliance is an outstanding asset management company in Japan with a large client base and a wide range of financial products and services provided through an international network.

Our Sectors

In the case of individual clients, we offer high-level asset management consulting services to ensure best results according to the established financial objectives. Clients can trade various financial products while receiving proper guidance, investment information and direct assistance from qualified professionals. Corporate clients can also benefit from a discounted brokerage commission when trading through our on-line platform and individual clients can also benefit from discounted offers when trading through our call center services.

Related to corporate clients, we have created divisions depending on the business typology with the purpose to form the knowledge background and to meet clients' particular business needs. The specially created divisions serve corporations, financial institutions, local public authorities and government organizations by adding value through teamwork across products, regions and divisions.

Being representatives of the investments business and providing advisory services, our experts offer corporate clients Mergers & Acquisitions and financing solutions to improve their business strategies and to successfully enlarge their area of activity.

Through our research platform we offer access to a large and explicit informational base. We have created the Equity Research Division enabled to research and analyze income and price trends of sectors and companies in order to organize the investment information.

Because our clients are having diverse business needs, we are committed to provide a wide range of valuable financial products and services so that we hold the position of a long-term strategic partner.

Takatsukasa Alliance supports active management. We are aware that initial research performed through a disciplined methodology creates an informational background that enable our portfolio managers determine real value and attractive investment opportunities ahead.

Takatsukasa Alliance provides resources, strategic and managerial support as well as maintenance in regards to:

  • Team
  • Investment philosophy and processes
  • Portfolio performance
  • Risk features and control

 

Fixed Income

Takatsukasa Alliance offers a broad range of strategies characterizing both developed and emerging markets:

  • Single Fixed Income Strategies
  • Multi Credit Strategies
  • Absolute/Total Return Strategies

Our devoted experts have well-established tasks and responsibilities. They work through close cooperation and exposure to business variations.


Why Choose Takatsukasa Alliance for Fixed Income?

People

  • A well-established Fixed Income culture
  • Devoted portfolio managers and analysts per fixed income class
  • Strong collaborative spirit of the Fixed Income experts
  • High average experience level of the investment experts

Philosophy

  • Dynamic management style in order to improve returns
  • Identifying new investment opportunities

Process

  • Strategic investment process built on multiple alpha sources
  • Proprietary fundamental research model tools
  • State of the art portfolio analytics and risk mitigation infrastructure

Performance

  • Strong competitive performance
  • Public recognition represented through awards and high ratings

The Team

  • Takatsukasa Alliance’s Fixed Income divisions have developed portfolio management teams represented by mangers, researchers and strategists handling diverse assignments

 

Equity

Takatsukasa Alliance offers a wide range of strategies, ranging from developed markets to emerging markets:

  • Dividend Investing
  • Thematic Investing
  • Contrarian Investing
  • Fundamental Stock Picking

Our devoted experts have well-established tasks and responsibilities. They work through close cooperation and exposure to business variations.

 

Why Choose Takatsukasa Alliance for Equities?

People

  • Skilled investment teams
  • High average experience level of the investment teams
  • Committed portfolio managers and analysts with clear accountability

Philosophy

  • Dynamic management style in order to improve returns
  • Identifying new investment opportunities
  • Efficient risk mitigation and transparent process

Process

  • Specially designed investment processes per team
  • Support from analysts of the Global Equity Research team
  • Proprietary fundamental research models
  • State-of-the-art portfolio analytics and risk-management infrastructure

Performance

  • Prominent long-term results perceived by rating agencies
  • Public recognition represented through awards and high ratings

The Team

  • Takatsukasa Alliance is represented by an experienced portfolio management team having a deep sense of responsibility and a strong work ethic. The investment teams have access to the programs of the dedicated investment analysts who operate within global sectors

 

Multi-Asset

Takatsukasa Alliance offers a variety of investment strategies and services. The company’s investment strategies comprise benchmark and outcome centered Multi-Asset strategies along with systematic strategies. Apart from it, the company offers consultancy services on risk management and planned asset allocation. The Multi-Asset division is responsible for producing and manifesting the macro-economic outlook and generating strategic asset allocation perception.

 

Why Choose Takatsukasa Alliance for Multi-Asset?

People

  • A strong team with a proven track record
  • High average experience level among team members
  • One representative team for research, portfolio management and advisory activities
  • Specialized portfolio managers for view-driven and systematic strategies

Philosophy

  • Providing market opportunities and structural risk premiums
  • Combining the analysis of market fundamentals and market behavior
  • Taking advantage of opportunities via a view-based or a rules-based investment approach
  • Having access to investment experts such as economists, strategists and portfolio managers

Process

  • Consistent investment process for view-driven strategies
  • Consistent investment process for systematic managed strategies
  • Targeting on efficient and effective portfolio construction
  • Integrated risk management

Performance

  • Public recognition represented through awards and high ratings