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Multi-Asset

strategy_laurel_wreath
Best Multi-Asset Manager

Asia Asset Management
Best of the Best Awards
Singapore 2022

 
strategy_laurel_wreath
Best Multi-Asset Manager

Asia Asset Management
Best of the Best Awards
Singapore 2021

Pragmatic Investment Philosophy

Nikko AM’s Multi-Asset investment philosophy captures market inefficiencies through a disciplined Multi-Asset class process, aiming at superior, long-term and repeatable returns.

Our investment philosophy is centered on:

  1. Valuation being the principal driver of future returns.
  2. A qualitative fundamental process is best supported with quantitative rigour.
  3. Proactive downside protection produces superior long-term returns. 
Agile & Experienced Team

The Multi-Asset Portfolio Management Team at Nikko AM is headquartered in Singapore and consists of highly experienced investment specialists with diverse but complementary areas of expertise. The team of portfolio managers, quantitative analysts and a senior strategist is nimble enough to make key decisions quickly.

Being in a small team enables each member to take ownership of the investment process, bringing out the best of their diverse skillsets.

Asia-Centered, With a Global Mindset

Most of the Multi-Asset team members reside in the Asia-Pacific region—across Singapore, Tokyo and Sydney—while one member is stationed in New York. The team shares the same investment philosophy, but its members bring a diverse set of skills, capabilities, insights and cultural backgrounds. Being based in Asia, where wealth is burgeoning and markets are less transparent compared to their developed counterparts, gives the team a different perspective.

Bottom-up Insights from Nikko AM’s Global Investment Professionals

The Multi-Asset Team is supported by Nikko AM investment professionals around the world. The core team sits alongside the Asian equities and fixed income teams to glean bottom-up insights. It also works closely with the emerging markets bond team in London and the global equities team in Edinburgh to help to paint a mosaic from various perspectives helping to make final decisions. In addition, the alternatives team based in Tokyo provides insights which have allowed the Multi-Asset team to streamline its quantitative inputs.

The Investment Process

Nikko AM’s Multi-Asset Team’s investment style is a unique, holistic approach to asset management, centered in Singapore and built by the team from the ground up. The key is balance and understanding through multiple quantitative and qualitative lens that lead to efficient decision making.

The investment process includes four distinct phases that lead to the final portfolio.

01
Foundation Portfolio
02
Dynamic Asset Allocation
03
Downside Risk Management
04
Implementation & Monitoring
Foundation Portfolio 01

Develop the Foundation Portfolio to match the risk/return objective of the Strategy. This component drives the majority of the Strategy’s returns and risks.

Dynamic Asset Allocation 02

Ongoing asset class research allows the Portfolio Managers to adjust their positioning to capitalise on current market conditions.

Downside Risk Management 03

The Team implements a proactive approach to downside risk protection to help limit losses.

Implementation & Monitoring 04

The portfolio is implemented and monitored to ensure the best outcome for the client.

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Three Key Principles
  • Understand the real drivers of asset price returns via dedicated in-house research.
  • Allocate to appropriately priced risk – disciplined portfolio construction is essential, as asset class diversification is not risk diversification.
  • Focus on downside risk – a proactive approach to limiting losses.
Further Reading
2022 Global Multi Asset Outlook: Gauging long-term growth prospects

We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.

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Important Information

The funds mentioned are Singapore registered funds approved for sale or purchase in Singapore. By proceeding, you are representing and warranting that you are either resident in Singapore or the applicable laws and regulations of your jurisdiction allow you to access the information.

The information on this website is not intended to be an offer, or a solicitation of an offer, to buy or sell any product or service to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

This website may contain links to the website of certain overseas affiliates of Nikko Asset Management Asia Limited (“Nikko AM Asia”). However, providing such links should not be considered as offering or solicitation by Nikko AM Asia of any product or service of its affiliates to any person.

This website is purely for informational purposes only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. It should not be relied upon as financial advice. The mention of individual securities, sectors, regions or countries within this website are for illustration purposes only and does not imply a recommendation to buy or sell. You should seek advice from a financial adviser before making any investment. In the event that you choose not to do so, you should consider whether the investment selected is suitable for you. Investments in funds are not deposits in, obligations of, or guaranteed or insured by Nikko AM Asia.

Past performance or any prediction, projection or forecast is not indicative of future performance. The Funds or any underlying funds may use or invest in financial derivative instruments. The value of units and income from them may fall or rise. Investments in the Funds are subject to investment risks, including the possible loss of principal amount invested. You should read the relevant prospectus (including the risk warnings) and product highlights sheet of the Funds, which are available and may be obtained from appointed distributors of Nikko AM Asia or our website (www.nikkoam.com.sg) before deciding whether to invest in the Funds.

The information contained herein may not be copied, reproduced or redistributed without the express consent of Nikko AM Asia. While reasonable care has been taken to ensure the accuracy of the information as at the date of publication, Nikko AM Asia does not give any warranty or representation, either express or implied, and expressly disclaims liability for any errors or omissions. Information may be subject to change without notice. Nikko AM Asia accepts no liability for any loss, indirect or consequential damages, arising from any use of or reliance on this website.

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