“These are people who want a more individualized managed investment vehicle than a mutual fund, and we believe Premier-port will provide the combination of customization and sophisticated investment management they are seeking.” “We are targeting a range of affluent investors, from the ‘mass affluent’ to ‘high net worth’ investors,” Saigusa says. Nikko Cordial Securities will also establish Premier-port Advice Centers in its retail facilities to market and service Premier-port separately managed accounts. Nikko will market Premier-port through Nikko Cordial Securities, Inc., one of Japan’s largest, full-service securities companies, which offers investment products and services to individual investors. “Nikko is a visionary company, and we are excited to be partnering with them in this venture that, we believe, will change the securities marketplace in one of the world’s largest financial markets.” “We are very pleased that our technology was chosen as the lever to open this new market in Japan,” adds FOLIOfn Chairman and Chief Executive Officer Steven M.H. Nikko Cordial Advisors, Ltd., an investment advisory company, is a new Nikko subsidiary that has been created to direct Nikko’s managed accounts business, and is licensed to use FOLIOfn’s technology in Japan. “We conducted a worldwide search for a technology platform for Premier-port, and we have chosen FOLIOfn’s system for its flexibility, innovativeness, ease of integration and scalability,” says Nikko Cordial Advisors Chief Executive Officer Yoshishige Saigusa. Additionally, all accounts managed in the system can be customized, for example, for specific security exclusions, tax strategies or other reasons. The Web-based, portfolio management technology allows mass customization of client accounts, which can be linked to multiple investment models, enabling thousands of accounts to be efficiently managed by a single financial advisor. Nikko will launch its marketing effort for the separately managed account offering, to be called “Premier-port,” in April.įOLIOfn’s portfolio management and trading technology will provide the systems backbone for Premier-port, which Nikko estimates will be at least a $20 billion business in ten years. Presentations are typically demonstrations, introduction, lecture, or speech meant to inform, persuade, inspire, motivate, build goodwill, or present a new idea/product.FOLIOfn, an online brokerage and technology firm, has formed a partnership with Nikko Cordial Corporation, one of Asia’s largest financial services groups that will enable Nikko to use FOLIOfn’s portfolio management and trading technology to create and market the first separately managed account programs to be offered in Japan. Presentation: Presentation conveys information from a speaker to an audience.Establishment of goals, policies, and procedures for a social or economic unit city planning business planning. Planning: An act or process of making or carrying out plans.Accounting: Creating financial statements and reports based on the summary of financial and business transactions.The theory behind due diligence holds that performing this type of investigation contributes significantly to informed decision making by enhancing the amount and quality of information available to decision makers and by ensuring that this information is systematically used to deliberate in a reflexive manner on the decision at hand and all its costs, benefits, and risks. A common example of due diligence in various industries is the process through which a potential acquirer evaluates a target company or its assets for an acquisition. It can be a legal obligation, but the term will more commonly apply to voluntary investigations. Due Diligence: Due diligence is the investigation or exercise of care that a reasonable business or person is expected to take before entering into an agreement or contract with another party, or an act with a certain standard of care.Analysis: Analysis is the process of considering something carefully or using statistical methods in order to understand it or explain it.Specify the abilities and skills that a person needs in order to carry out the specified job duties.Įach competency has five to ten behavioral assertions that can be observed,Įach with a corresponding performance level (from one to five) that is required for a particular job. What Skills Does a Mutual Funds Specialist Need?
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