PORTFOLIO

PORTFOLIO COMPANIES

MONEY DESIGN Co., Ltd

  • President & CEO:
    Ryoichi Yamabe
  • President:
    Jin Nakamura

URL:https://www.money-design.com/

COMPANY PROFILE

Democratize financial services with the power of technology and create new relationships between people and money

Money Design offers THEO, the first robo advisor with real experience that provides full set investment management service in Japan. They are going to transform the existing asset management landscape through the use of technology and helping everyone to gain access to global assets. THEO constructs a diversified portfolio in both region and asset classes using ETF (Exchange Traded Funds).
By answering few questions, THEO recommends customized portfolio from 6.000 ETF. And your portfolio will be monitored around the clock and rebalanced on a regular bases.

Here are additional features;
- 0 yen: Fee to construct your optimal portfolio
- 10K yen; Minimum investment to have sophisticated investment service which offers you an access to global assets
- 1.0%: 1.0% of asset under management (before tax) is the only fee that we charge
- 0 yen: No additional fees nor hidden costs
- 365 days / 24 hours: Able to change your investment plan or withdrawl your investment whenever you want

COMPANY STORY

Origin

Japanese Yen is more volatile than before due to fluctuations in $-¥ exchange rate, inflation, etc. Since having all assets in Yen is no longer an optimal asset management method, Theo's asset management engine, which was developed in collaboration with Prof. Kato Yasuyuki of Kyoto University, can be used to provide tailor-made global diversification investment algorithms to retail investors. These algorithms are on par with the ones being used by high-end asset managers.

Strength

A strong, well-rounded core team composed of members from academia, investment management, financial industry and internet service industry.

UTEC value up

Strengthen the legitimacy and creditworthiness of investment management policies and strategies of the company. Appropriate and timely business advice to the management team.

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