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Fund Evaluation Services
Pursuit to Measure Funds’ Future Prospect Unstinted Efforts to Access Their True Reliabilities, not Reflected in Past Performance.
“Qualitative Evaluation”
of Funds’ Future Prospects
We have been consistently focusing on qualitative evaluation, which measures funds’ expected future performance. Our evaluation does not simply comment or criticize the state of funds under review, but is designed to identify the right funds to generate additional returns and/or smaller risk for clients’ asset management. We also continue to verify the efficacy of our evaluation and disclose the results.
Broad Range of Coverage Including Alternative Investments
Our research covers not only the traditional products but also the alternative investment strategies, such as hedge fund, private equity, infrastructure, and real estate products.*
*As of March 2021, NFRC continues to cover approx. 1,580 funds and 350 asset managers.
- Number of Manager Interviews
in FY 2020 -
1,098
- Number of On-site Meetings with Managers since incorporation as of Mar. 31, 2021
-
- Europe, Russia, Middle East, Africa
- 479
- Asia, Oceania
- 323
- Japan
- 338
- North, Latin America
- 779
"On-site" manager interview through Global Research Platform
We utilize our global research platform (Tokyo, London, New York) . We have a firm policy to locally collect as much information as possible to carry out all the fund research and analysis necessary for fund evaluation, including on-site meetings with fund’s management and system verifications.
Nomura Fiduciary Research & Consulting
Tokyo
36analysts
Nomura Fiduciary Research & Consulting
London
4analysts
Nomura Fiduciary Research & Consulting America
New York
10analysts
As of October 1, 2021
No Boundaries to
Our Services Coverage
As the value of our qualitative evaluation is approved by fund investors and other professionals as a leading indicator of fund‘s performance, our clientele grew beyond regional, industrial, and corporate-group boundaries to include major financial institutions in competition with Nomura group companies. *
* Asset Under Information Services: Approx. $57bn. as of September 2021
25+years Experience and Track Record of Fund Evaluation
As pioneers of fund evaluation services in Japan, we have 25+years of experience and track record. We have managed to provide effective investment advices for our clients, helping them to go thorough those tough 25+years with number of major market events including global financial crisis.
NFRC’s Fund Evaluation
The process of Fund Evaluation / Evaluation Points
Fund Evaluation Services
Pursuit to Measure Funds’ Future Prospect Unstinted Efforts to Access Their True Reliabilities, not Reflected in Past Performance.
Investment Advisory Services
With a great deal of experience, NFRC boasts Japan’s top class asset under advisory. A visionary propositions solve various needs of asset management.
Investment Consulting Services
Highly sophisticated investment consulting services with deep knowledge and considerable experience for institutional investors such as public and private pension fund.