Portfolio Construction

Respecting investment objectives of the product plans, SMBC Global Investment & Consulting construct the world-class fund portfolios based on our style and risk assessment of the funds and on our extensive analysis and simulation.

Fund portfolios are strictly monitored on an ongoing basis in order to maintain the high-quality of the fund portfolios.

When observing the fund characteristics alternation or changing our market outlook, we review the weighting of the funds, replacing managers or rebalance our asset allocation of the portfolios in order to maintain appropriate risk profile of the portfolios and to achieve better performance.