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Fund Evaluation Services

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 2017, NFR&T continues to cover approx. 1,300 funds and 290 asset managers.

Number of Manager Interviews
in 2017

1,988

Number of On-site Meetings with Managers since incorporation as of Sep. 30, 2017
Europe, Middle East, Africa
387
Asia, Oceania
278
Japan
287
North, Latin America
680

"On-site" manager interview through Global Research Platform

We utilize our global research platform (Tokyo, London, New York) . We have a firm policy to locally collect as much information as possible to carry out all the fund research and analysis necessary for fund evaluation, including on-site meetings with fund’s management and system verifications.

Tokyo

27analysts

London

4analysts

New York

13analysts

As of October 1, 2017

No Boundaries to
Our Services Coverage

As the value of our qualitative evaluation is approved by fund investors and other professionals as a leading indicator of fund‘s performance, our clientele grew beyond regional, industrial, and corporate-group boundaries to include major financial institutions in competition with Nomura group companies*

* Asset Under Information Services: Approx. $65bn (as of December 2017)

20+years Experience and Track Record of Fund Evaluation

As pioneers of fund evaluation services in Japan, we have 20+years of experience and track record. We have managed to provide effective investment advices for our clients, helping them to go thorough those tough 20+years with number of major market events including global financial crisis.

NFR&T’s Fund Evaluation

The process of Fund Evaluation / Evaluation Points