Company Profile

Best Asset Management Firm for your Better Quality of life.

340

Investment Professionals

USD 68 billions

Institutional Accounts

USD 87 billions

Investment Trusts
  • Investment Professionals which were calculated based on the data of former Sumitomo Mitsui Asset Management and former Daiwa SB Investments as of January 1, 2019.
  • AUM which were calculated based on the data of former Sumitomo Mitsui Asset Management and former Daiwa SB Investments as of December 31, 2018.

Investment Management
We offer discretionary investment management services as well as investment advisory services for public and private pension funds, sovereign wealth funds and financial institutions including banks and insurance companies in Japan and overseas.

Investment Trusts
We offer a broad range of products to meet various clients' need. Publicly offered investment trusts are for retail investors and subscribers of defined contribution pension funds while privately placed investment trusts are for corporations, financial institutions and group annuities.

Ownership & History

Ownership & History

Sumitomo Mitsui DS Asset Management (Hong Kong) Limited has been incorporated since 1988 and is a wholly-owned subsidiary of Sumitomo Mitsui DS Asset Management Company, Limited (former Daiwa SB Investments Ltd.), an asset management company based in Japan.

In April 2019, Sumitomo Mitsui Asset Management and Daiwa SB Investments merged to form Sumitomo Mitsui DS Asset Management.

Timeline

Former Sumitomo Mitsui Asset Management

Former Daiwa SB Investments

1973

Established Daiwa International Capital Management

1976

Began management services for overseas pension funds

1981

Began management services of oil-related funds for Government Agencies in the Middle East

1985

Established Sansei Capital Management (renamed to Mitsui Life Global Asset Management in 1999)

Established Sumitomo Life Asset Management (renamed to Sumitomo Life Management in 1999)

1985

Established Sumigin Bankers Investment Management (renamed to SB Investment Management in 1990)

1989

Established Taiheiyo Investment Trust (renamed to Sumisei Global Investment Trust Management in 1999)

1993

Established SBIM Investment Trust Management

1997

Sakura Asset Management and Sakura Investment Trust Management merged to form Sakura Investment Management

1999

Daiwa SB Investments formed from a merger of the 3 corporations, Daiwa International Capital Management, SB Investment Management, and SBIM Investment Trust Management

Ownership: Daiwa Securities Group (44%), Sumitomo Bank Group (currently Sumitomo Mitsui Financial Group 44%), TRPH Corporation (10%), The Sumitomo Trust and Banking (currently Sumitomo Mitsui Trust Bank 2%)

2001

Mitsui Marine Asset Management and Sumitomo Marine Asset Management merged to form Mitsui Sumitomo Insurance Asset Management

2002

Sumitomo Mitsui Asset Management formed from a merger of the 5 corporations, Mitsui Life Global Asset Management, Sakura Investment Management, Mitsui Sumitomo Insurance Asset Management, Sumisei Global Investment Trust Management, and Sumitomo Life Investment Ownership: Sumitomo Life Insurance (35%), Mitsui Life Insurance (currently Taiju Life Insurance 30%), Mitsui Sumitomo Insurance (17.5%), Sumitomo Mitsui Banking Corporation (17.5%)

2007

Established Seoul Representative Office (closed May 2013)

2008

Established Kansai Office (currently Osaka Branch)

2009

Established Shanghai Representative Office

2010

Became a signatory to the UN Principles for Responsible Investment (PRI)

2012

Formed alliance with UOB Asset Management, an asset management company in Singapore

Established UOB-SM Asset Management as a joint venture (JV) in Singapore

2012

Became a signatory to the UN Principles for Responsible Investment (PRI)

2013

Merged with Toyota Asset Management and established Nagoya Branch

2013

Established Osaka Branch

2014

Declared acceptance of the "Principles for Responsible Institutional Investors" (Japan's Stewardship Code) and disclosed policies based on the Code to the public

Formed strategic and capital alliance with Misaki Capital

2014

Declared acceptance of the "Principles for Responsible Institutional Investors" (Japan's Stewardship Code) and disclosed policies based on the Code to the public

2015

Acquired Nikko Global Wrap as a wholly-owned subsidiary.
Became the first major asset management company to directly offer investment trust online

Announced "Our Commitment to Fiduciary Duties" and its specific measures as "Our Fiduciary Action Plans"
Established "Fiduciary Duty third party committee"

2016

Established the Research Center for Financial Smart Data, jointly with the National Institute of Informatics (NII) to explore new technology in Fintech field

Became a consolidated subsidiary of Sumitomo Mitsui Financial Group

2017

Announced "Principles Concerning Customer-Oriented Business Conduct" by Financial Services Agency

2019

Sumitomo Mitsui Asset Management and Daiwa SB Investments merged to form Sumitomo Mitsui DS Asset Management

From Takashi Matsushita

Representative Director,
President and CEO

CEO