The following Employee Pension asset allocation information is provided by a Japanese small-mid sized corporation.
This Fund’s Asset and Management company currently have approximately US$ 500M asset under management and have been suffering from investment loses for the past few years. In fact, majority of the employee pension fund in Japan are suffering loses. In order to secure its performance and make up for the investment lost, major reconstruction or changes need to be made for its asset allocation and investment portfolio.(Please refer to Asset Management for Japanese Employee Pension Fund Report)
Due to confidentiality, Asterisk can only provide the following general information for your reference. Please contact us with any questions or more information.
| Domestic Bond (Alternative) | 33% |
| Real Estate | 10% |
| Domestic Equity | 25.10% |
| Foreign Equity | 31.90% |
| Investment Structure | Fund Type & Fund Managers | Managed Asset (millions) | Managed Asset Type | |
| Passive | Rebalance Fund | |||
| Japanese Trust Bank | 60 | domestic bond, domestic equity, foreign equity | ||
| Active | Alternative Investment | |||
| Japanese Investment Management | 10 | Emerging bond | ||
| Japanese Investment Management | 1 | Value-Recovery Fund | ||
| Foreign Fund Manager | 10 | Distressed(value-add company or bond investment) | ||
| Foreign Fund Manager | 10 | Emerging Bond | ||
| Japanese Trust Bank | 20 | Long-short Credit Bond | ||
| Foreign Asset Management | 20 | Long-short | ||
| Japanese Asset Management | 10 | Global Macro | ||
| Foreign Asset Management | 10 | Open End Fund | ||
| Japanese Trust Bank | 10 | Open End Fund | ||
| Japanese Asset Management | 10 | Mulch-strategy | ||
| J REIT | 1 | JREIT | ||
| J REIT | 2 | JREIT | ||
| Japanese Private Real Estate Fund | 5 | Real Estate Fund | ||
| Japanese Private Real Estate Fund | 3 | Real Estate Fund | ||
| Japanese Private Real Estate Fund | 10 | Real Estate Fund | ||
| Japanese Trust Bank | 20 | Global REIT | ||
| Foreign Asset Management | 10 | US Private Real Estate Fund | ||
| Domestic Equity | ||||
| Japanese Trust Bank | 20 | Domestic Equity | ||
| Japanese Asset Management | 15 | Domestic Equity | ||
| Japaneses Asset Management | 15 | Domestic Equity | ||
| European Asset Management | 15 | Domestic Equity | ||
| Japanese Trust Bank | 15 | Value-Up | ||
| Japanese Asset Management | 40 | Small-mid Sized Company Long-short | ||
| Japanese Trust Bank | 5 | Managed Futures (interest, agriculture, commodities etc) | ||
| European Asset management | 5 | Managed Futures (interest, agriculture, commodities etc) | ||
| Foreign Equity | ||||
| Foreign Asset Management | 20 | Foreign Equity | ||
| Japanese Asset Management | 20 | Emerging Equity | ||
| Japanese Trust Bank | 10 | Emerging Equity | ||
| Japanese Asset management | 10 | Off-market Equity | ||
| Japanese Asset Management | 10 | Off-market Equity | ||
| Japanese Asset Management | 15 | US Equity | ||
| Japanese Asset Management | 10 | China Equity | ||
| Japanese Trust Bank | 10 | Asia Equity | ||
| Japanese Trust Bank | 15 | Managed Futures (interest, agriculture, commodities etc) | ||
| European Asset Management | 15 | Managed Futures (interest, agriculture, commodities etc) | ||
| Japanese Asset Management | 10 | Global Equity Long-short | ||
| European Asset Management | 10 | Europe Equity Long-short | ||
| Foreign Asset Management | 10 | Domestic New Equity Long-short | ||
| Total | 41 | 517 | ||
| Active | Currency Overlay | |||
| Foreign Asset Management | 180 | Dynamic Hedge | ||