SUSTEN executes the latest diversified investments on your behalf.
Anyone can continue ideal asset management without worrying about troublesome matters such as risk management and portfolio rebalancing (readjustment of asset allocation).
Tsumitate NISA is also supported.
[SUSTEN's Omakase Investment]
■ Complete performance reward type
Regular asset management services generally have a fixed fee type that incurs monthly costs, but SUSTEN is a convincing performance fee type that does not incur costs* until it is profitable.
*There is no cost to our company, but there will be expenses such as trustee fees paid to the trust bank that protects the customer's investment assets and expenses incurred by the listed investment trusts. For details, please refer to the document delivered prior to the conclusion of the contract and the prospectus of the Company's investment trust to be incorporated.
■ Automated operation that continues to evolve
At SUSTEN, we operate automatically by a system that does not rely on human intuition or experience.
■ Thoroughly disperse risk
SUSTEN operations tend to be less risky (daily price fluctuations are smaller) than general stock investments.
[SUSTEN Tsumitate NISA]
■ Automatic accumulation that even beginners can easily start
We have launched a dedicated fund packed with SUSTEN's ideas on how to use the ideal small investment tax exemption system (Tsumitate NISA). You can use the smart tax exemption system without getting lost in the brand.
No need to review or rebalance your portfolio.
■ 100% point reduction for incurred costs
Substantial expenses (approximately 0.3% per annum) incurred by SUSTEN's Tsumitate NISA are fully rewarded with points. You can apply it to the performance reward of the investment that you choose, and we will realize the lowest cost in the industry.
[I recommend this hotel]
・I am a beginner in asset management, but I would like to start something for future asset formation.
・I'm too busy to build and rebalance my ideal portfolio
・ I want to operate with as little risk as possible
・I want to create a recession-resistant portfolio
・I want to use SUSTEN only for the parts that I cannot do myself, like an institutional investor.
・Looking for an operation service that can be used in conjunction with NISA and iDeCo
・ I want to use tax-free benefits wisely
[How to start SUSTEN]
Easy to operate, complete with a smartphone. We will propose the most suitable operation plan for you from several questions.
1. Determine operation type from diagnosis
2. Procedures for opening an account
3. Deposit and accumulation settings
Automatic investment starts in a few simple steps!
[Security and safety]
Customer assets entrusted to SUSTEN will be stored and managed by the investment trust trustee company separately from SUSTEN assets based on the Financial Instruments and Exchange Act.
[Optimal asset management]
■ Two-stage automatic rebalancing
Check the status of each client's portfolio daily. SUSTEN optimally maintains the client's portfolio through two stages of rebalancing, rebalancing between the three self-managed funds and rebalancing within each fund.
■ Tax effect optimization
SUSTEN's special account (with withholding tax) automatically calculates and pays tax on behalf of the customer. In addition, we execute trades that realize unrealized gains and losses in order to reduce the tax burden of our customers.
*The above operations may not be possible depending on market trends, funding trends, and other factors.
■ Currency hedging
Currency hedging (reducing the risk of currency fluctuations) is introduced according to the role of each fund.
Compared to general index investments and robot advisors that do not consider exchange risk, SUSTEN's performance tends to fall behind when the yen weakens, but it plays a role in protecting asset value when the yen strengthens.
■ Machine learning
Within the "Global Combined Strategy Portfolio (G)", one of the inclusion targets of Omakase Investment, a function to adjust risk allocation based on machine learning technology is also implemented. It is a mechanism that flexibly changes the portfolio based on various economic indicators and price trends.
[inquiry]
We accept from the SUSTEN WEB site. Please feel free to contact us if you have any questions.
https://susten.jp/contact-us
[Risks and costs]
Discretionary Investment Contract Risks and Costs
https://susten.jp/discretionary-policy
Risks and costs associated with funds (investment trusts) to be incorporated
https://susten.jp/risk-policy
[Operating company]
Susten Capital Management Co., Ltd.
Financial Instruments Business Operator Kanto Local Finance Bureau Director (Kinsho) No. 3201
Member Associations: The Investment Trusts Association, Japan, Japan Investment Advisers Association
Anyone can continue ideal asset management without worrying about troublesome matters such as risk management and portfolio rebalancing (readjustment of asset allocation).
Tsumitate NISA is also supported.
[SUSTEN's Omakase Investment]
■ Complete performance reward type
Regular asset management services generally have a fixed fee type that incurs monthly costs, but SUSTEN is a convincing performance fee type that does not incur costs* until it is profitable.
*There is no cost to our company, but there will be expenses such as trustee fees paid to the trust bank that protects the customer's investment assets and expenses incurred by the listed investment trusts. For details, please refer to the document delivered prior to the conclusion of the contract and the prospectus of the Company's investment trust to be incorporated.
■ Automated operation that continues to evolve
At SUSTEN, we operate automatically by a system that does not rely on human intuition or experience.
■ Thoroughly disperse risk
SUSTEN operations tend to be less risky (daily price fluctuations are smaller) than general stock investments.
[SUSTEN Tsumitate NISA]
■ Automatic accumulation that even beginners can easily start
We have launched a dedicated fund packed with SUSTEN's ideas on how to use the ideal small investment tax exemption system (Tsumitate NISA). You can use the smart tax exemption system without getting lost in the brand.
No need to review or rebalance your portfolio.
■ 100% point reduction for incurred costs
Substantial expenses (approximately 0.3% per annum) incurred by SUSTEN's Tsumitate NISA are fully rewarded with points. You can apply it to the performance reward of the investment that you choose, and we will realize the lowest cost in the industry.
[I recommend this hotel]
・I am a beginner in asset management, but I would like to start something for future asset formation.
・I'm too busy to build and rebalance my ideal portfolio
・ I want to operate with as little risk as possible
・I want to create a recession-resistant portfolio
・I want to use SUSTEN only for the parts that I cannot do myself, like an institutional investor.
・Looking for an operation service that can be used in conjunction with NISA and iDeCo
・ I want to use tax-free benefits wisely
[How to start SUSTEN]
Easy to operate, complete with a smartphone. We will propose the most suitable operation plan for you from several questions.
1. Determine operation type from diagnosis
2. Procedures for opening an account
3. Deposit and accumulation settings
Automatic investment starts in a few simple steps!
[Security and safety]
Customer assets entrusted to SUSTEN will be stored and managed by the investment trust trustee company separately from SUSTEN assets based on the Financial Instruments and Exchange Act.
[Optimal asset management]
■ Two-stage automatic rebalancing
Check the status of each client's portfolio daily. SUSTEN optimally maintains the client's portfolio through two stages of rebalancing, rebalancing between the three self-managed funds and rebalancing within each fund.
■ Tax effect optimization
SUSTEN's special account (with withholding tax) automatically calculates and pays tax on behalf of the customer. In addition, we execute trades that realize unrealized gains and losses in order to reduce the tax burden of our customers.
*The above operations may not be possible depending on market trends, funding trends, and other factors.
■ Currency hedging
Currency hedging (reducing the risk of currency fluctuations) is introduced according to the role of each fund.
Compared to general index investments and robot advisors that do not consider exchange risk, SUSTEN's performance tends to fall behind when the yen weakens, but it plays a role in protecting asset value when the yen strengthens.
■ Machine learning
Within the "Global Combined Strategy Portfolio (G)", one of the inclusion targets of Omakase Investment, a function to adjust risk allocation based on machine learning technology is also implemented. It is a mechanism that flexibly changes the portfolio based on various economic indicators and price trends.
[inquiry]
We accept from the SUSTEN WEB site. Please feel free to contact us if you have any questions.
https://susten.jp/contact-us
[Risks and costs]
Discretionary Investment Contract Risks and Costs
https://susten.jp/discretionary-policy
Risks and costs associated with funds (investment trusts) to be incorporated
https://susten.jp/risk-policy
[Operating company]
Susten Capital Management Co., Ltd.
Financial Instruments Business Operator Kanto Local Finance Bureau Director (Kinsho) No. 3201
Member Associations: The Investment Trusts Association, Japan, Japan Investment Advisers Association
Show More
