SuMi TRUST offers a range of investment approaches, including equity investments, to suit institutional clients’ needs.  If you are a family office looking for a well-researched local Japanese active equity manager with strong track record of alpha generation, a pension fund seeking a bespoke Japanese equity strategy to fit your needs or a sovereign wealth fund looking for diversification of your large global indexing mandate, we have the answer.

Active Capabilities

Japanese Equity

Japan Quality Growth Strategy

The strategy aims to generate consistent excess returns against the benchmark over the mid-to-long term with a concentrated portfolio. We construct a portfolio through a bottom-up approach, identifying companies with the potential for EPS (earnings per share) growth over multiple years with above average ROE (return on equity).

Japan Micro-Cap Strategy

The strategy aims to generate long term capital growth by investing predominantly in micro cap stocks, which are often overseen by institutional investors. Its investment process focuses on “long-term growth potential “and “change in earnings trend”.

Global Equity

Passive Capabilities

Indexing

SuMi TRUST have extensive experience providing passive products to meet the increasingly diversified and sophisticated needs of our varied range of clients. We believe that excellent, high quality indexing products require an erudite balance of tracking accuracy, cost and opportunities to enhance return.

We aim to provide clients with a wholly rounded and flexible offering that best aligns with the needs and interests of each client. Whether it’s tracking a traditional, bespoke or augmented benchmark, we are confident our expertise will make us a valuable partner for your unique passive institutional needs.

News & Insights

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Press Release

Royanne Doi Joins SuMi TRUST

Sumitomo Mitsui Trust Asset Management (SuMi TRUST), one of Japan’s largest asset managers with $623bn in assets under management (AUM), has appointed Royanne Doi to its board of directors as an independent non-executive director. With Ms. Doi’s appointment, independent directors will comprise half of the board of directors at SuMi TRUST.