Core Value & Beliefs
Mission
We grow and prosper with our customers by providing trusted investment solutions.
Vision
We lead the way to the future of asset management by providing innovative and high-quality solutions,
from a fair and impartial perspective.
SMBC Group's Five Values and What We Cherish
| Integrity | Fulfill fiduciary duties |
|---|---|
| Customer First | Design customer-centric solutions |
| Proactive & Innovative | Pursue innovation to meet our customers' needs |
| Speed & Quality | Provide high-quality services at pace |
| Team “SMBC Group” | Embody SMBC group synergy in the asset management business |
Investment philosophy
Our investment philosophy is to deliver the maximum risk-adjusted medium and long-term investment returns
through appropriate asset allocation, discerning fund selection, and proactive risk management.
