Summary
This is an actively managed strategy that incorporates a quantitative stock selection model to manage a diversified portfolio of Japanese equities. The level of risk is controlled through strict guidelines on the weights of individual stocks and sectors. The objective is to outperform the MSCI Japan Index.
Key Benefits
- The strategy is managed by core team of experienced fund managers based in Tokyo.
- Investment process includes use of quantitative model which screens investment universe and identifies stocks with specific valuation and growth characteristics.
- All holdings undergo fundamental research.
- Strategy includes effective management of portfolio risk.
Investment Process
Discipline and clear responsibility are characteristic features of the ING Japan investment process. The operation and key strengths of the process may be summarized as follows:
- A quantitative model is used to rank stocks and identify those with specific value and growth characteristics.
- Suitable stocks then undergo further fundamental analysis.
- Stock Research Summaries (SRS) are prepared for each portfolio candidate.
- A model portfolio is constructed using strict guidelines on stock weightings and sector weightings, in order to ensure appropriate level of portfolio risk.
- Portfolio is reviewed by investment team and adjustments made where necessary.
- Actual portfolio is rebalanced to align with model portfolio.
Nothing contained herein should be construed as an offer to sell or solicitation of an offer to buy any security or a recommendation as to the advisability of investing in, purchasing or selling any security.
The fund described above is not distributed in Japan.