Strategies that achieve long-term investment objectives
Our approach is founded on the premise that investors should be rewarded for the risks they take, regardless of market conditions or investing plan. As risk-aware investors, we manage risks in order to achieve the goals of our clients.
With every investment we undertake, we comply with efficient management requirements and take calculated risks with conviction, efficiency, and transparency. Our multi-asset solutions are developed in the form of scalable portfolios that may be used on their own or as an addition to another portfolio. To ensure that our investors are adequately compensated for the risks they assume, we take the following steps:
- Implement a forward-thinking approach based on continuous research.
- Use selective exposure ETFs to keep risks and expenses low while retaining efficiency.
- Use six essential criteria to improve prospective outcomes: quality, value, volatility, yield, size, and momentum.
- Benefit from strategic opportunities when markets undervalue assets.
- Fixed Income
- Investment Solutions
- Sustainable Investing
- FlexShares ETFs
- Mutual Funds
Optimizing Investor Outcomes with Equity Strategies and Approaches
The core of our financial solutions is the strategic use of risk.
Our investment philosophy depends on a calculated and deliberate approach to risk. This rigorous investment approach signifies that across all of our products and solutions, we continuously align our investors' strategic goals with a proper level of risk.
- Our equity strategies are focused on various regions, market capitalization levels, and investor outcomes.
- Unintended outcomes are less likely when risks are controlled.
- Achieve long-term investment objectives by delivering consistent returns.
Equity Strategies for a Diverse Group of Investors
Active and passive strategies for multiple markets and in multiple vehicles.
Our diverse portfolio of innovative, client-focused equity products is underpinned by unique fundamental research and a sound investment process. Our goal is to provide outstanding risk-adjusted returns while also tailoring equity strategies to investors' specific investing goals.
Identifying Value in a Variety of Rate and Credit Environments
Strategies that aim to generate consistent risk-adjusted returns while controlling volatility.
For taxable and tax-exempt investors, active fixed income investing focuses on capital preservation and income production. Our investment process is built on fundamental credit research and macroeconomic strategy, with risk management serving as a critical component of portfolio management.
At Tadaoki Kokusai, we aim to add value across interest rate duration, yield curve, sector allocation, asset selection, location and currency strategies. Our diversified strategies focus on constant risk-adjusted returns and low levels of volatility.
High quality securities structured to preserve principal, generate income and provide daily liquidity.
Total Return Portfolio invested in high quality investments to the yield.
CORE AND CORE PLUS
Total Return Portfolio is focused on sector allocation, security selection and duration – yield curve management.
Total Return Portfolio focusing on high yield bonds.
Why Tadaoki Kokusai for Fixed Income?
- Credit research and risk management that is broad, comprehensive, and fundamental.
- Research, portfolio management, trading and risk management, all being part of a well-integrated team.
- Portfolios with a high level of quality and diversification, supported by years of experience in sector allocation, securities selection, and duration/yield curve management.
Managing Risk for Better Investment Outcomes
A time-tested global asset allocation discipline and portfolio construction knowledge are used to create effective multi-asset investing strategies.
The key to success is to improve investor outcomes. While attempting to capitalize on near-term market opportunities, we think that an optimum strategic asset allocation paired with an active tactical approach offers a solid investor foundation.
Multi-asset strategies comprise various asset classes and are meant to generate returns or achieve investor outcomes. These methods can be implemented as complete or partial portfolios in scalable vehicles, model portfolios, or bespoke solutions.
Why Tadaoki Kokusai for Multi-Asset Strategies?
Tadaoki Kokusai's extensive knowledge and experience as a strategic asset manager in charge of total portfolio construction, as well as investor for institutional and private clients, offers a unique perspective and advantage.
Our methods are based on a tried-and-true global asset allocation methodology and are enhanced by extensive risk management, portfolio construction and product fulfillment expertise.
Obtaining the Optimal Risk-to-Reward Ratio
Portfolio managers aim to undertake only the amount of risk required to optimize return and fulfill investment objectives.
Private equity, private credit and hedge fund investing possibilities are all available through our global alternatives’ investment business.
Relationships are important to us, both with our investors and with the fund managers who cooperate with us.
Tadaoki Kokusai was established with the vision of building a team of seasoned experts while taking use of a global network of investment affiliates. We consider that this represents a potential to earn high risk-adjusted returns while also ensuring the results that long-term investors expect.
An Integrated Alternatives Platform
We offer clients access to experienced fund managers through a variety of investment solutions across the range of hedge funds and private equity investments.
Focused on value
Our clients' prosperity fuels our success. By seeking to deliver value and ensure they meet their financial objectives we deliver our own goal of a stable, growing business.
Tadaoki Kokusai provides Customized, Innovative, Alternative Financial Solutions and Wealth Management Investment Strategies for individuals and small businesses.
Our fundamental investment process is based on systematic analysis of three vectors: the macroeconomic environment, an assessment of the markets and investor sentiment.
We stay close to our clients to really understand their needs, for both today and down the road. We bring unique solutions to the table followed by flawless execution.