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Fund Evaluation

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 2023, NFRC continues to cover approx. 1,700 funds and 370 asset managers.

Tokyo

21analysts

London

3analysts

New York

6analysts

As of March 31, 2024

Number of Manager Interviews
in FY 2023

1,386

Number of On-site Meetings with Managers since incorporation as of February. 29, 2024
Europe, Russia, Middle East, Africa
484
Asia, Oceania
323
Japan
338
North, Latin America
790

25+years Experience and Track Record of Fund Evaluation

As pioneers of Fund Evaluation 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.