Monex-Saison-Vanguard Investment Partners to launch new discretionary investment asset management service

Maria Nikolova

The new service, named “MSV COMPASS +”, combines robot and human supports.

Monex-Saison-Vanguard Investment Partners, Inc., a subsidiary of Monex Group, Inc. (TYO:8698), has earlier today unveiled its plans to offer a new discretionary investment asset management service.

The new service, named “MSV COMPASS +”, combines robot and human supports, with its launch scheduled for the early spring of 2019. The “MSV COMPASS +” service will be offered through financial institution partners, the company explained. Akatsuki Securities, Inc. will be the first institution to offer the service.

Monex-Saison-Vanguard Investment Partners notes that the conventional face-to-face service implies high minimum investment amounts and commissions, and thus the users are mainly affluent people. In contrast, the online self-directed asset management services (robo advisers) which the company has also been offering, is less costly, so the number of users among younger generations is increasing.

“MSV COMPASS +” offers a low-cost hybrid service by utilizing robot powers in the asset management process while keeping the secure feeling of face-to-face service, which enables users to enjoy both merits of the face-to-face discretionary management and the online self-directed services.

The online self-directed asset management service “MSV LIFE,” which started from September 2016, offers long-term support from goal setting to its achievement, using the goal-based approach as a concept. Based on the concept of “MSV LIFE,” Monex-Saison-Vanguard Investment Partners has developed the web screen pages dedicated to each financial institution partner and established the system that enables their sales representatives support a customer asset building and periodical follow-ups after entering into an investment discretionary contract with the customer. The company will perform all aspects of asset management including the selection of products and stocks.

Customers are able to check daily operational status and periodic reports and make changes to the contract, etc., through the personal MyPage provided by the company. The company will share each customer’s periodical reports with the financial institution partner which has offered the service of “MSV COMPASS +” to the customer so that they can also extend long-term follow-up support to their customers.

Let’s recall that, about a year ago, Monex-Saison-Vanguard Investment Partners reported about an agreement with Shizuoka Bank on the introduction of a robo-advisory service. The robo-advisory service with discretional investment management includes asset management and asset control services, as the robo-advisors make investment decisions, execute transactions and consult based on customers’ selection of investment purposes, risk tolerance, capital amount, target amount, etc. In addition, the robots regularly conduct a follow-up of the investment plan and reconsider it if necessary.

Read this next

Digital Assets

Centralized exchanges are 10 times more popular than DEXs in Western Europe

Western European traders are found to prefer centralized exchanges over decentralized ones as CEX traffic outpaces DEXs by a factor of ten.

Market News

Stock Market Analysis: Is NVDA Losing Its Leadership?

Since the beginning of the week, the S&P 500 Index (US500) has seen a modest increase of about 0.58%, whereas NVDA’s share price has experienced a decline of approximately 3.8%. This recent divergence raises concerns among Nvidia stock investors — could it signify a loss of NVDA’s market leadership?

Industry News

ESG: Australian regulator wins first greenwashing court case against Vanguard

Vanguard admitted that a notable portion of the securities within both the Index and the Fund did not undergo the promised ESG scrutiny.

Fintech, Uncategorized

BitMEX integrates HALO from Solidus Labs for cross-market surveillance

“The recent approval of the Spot Bitcoin ETF has piqued the market’s interest. As a result of price volatility, the trading volumes for crypto derivatives have gone up substantially. HALO, with its advanced technology and crypto-native detection architecture, will enable BitMEX to smoothly and safely scale trade surveillance across its increased trading volumes and provide the necessary safeguards for new product launches.”

Reviews

IUX Broker Review

IUX, recently rebranded from IUX Markets, stands as a multi-asset Forex broker recognized for its regulatory compliance across various jurisdictions.

Industry News

Horizon Software rebrands to Horizon Trading Solutions

“Horizon Trading Solutions has seen accelerated global growth over the past year to meet the rising demand for our trading solutions and built-for-purpose technology offering. The choice to rebrand represents a key part of this development, while maintaining our heritage and history in the industry.”

Market News

USDJPY has surged to levels last witnessed in 2022. Should we consider opening a short position?

The recent resurgence of the US dollar has propelled USD/JPY to new heights, touching levels not seen since 2022. This surge comes against the backdrop of stable short-term yields and ongoing economic data that fails to signal a significant slowdown, prompting questions about the extent of current monetary easing measures.

Digital Assets

DED Trends on Twitter After Memecoin Snapshot Announcement

Polkadot-backed community coin #DED, made it to the trending charts on X, demonstrating community’s engagement and interest behind the memecoin. 

Digital Assets

BlockDAG Presale Nears $10 Million Amid Toncoin’s Momentum, Green Bitcoin’s Presale, and the Rise of Other Top Cryptos

This article will examine three top trending topics: Toncoin’s potential, Green Bitcoin’s innovative presale, and BlockDAG’s sustainable mining approach. These cryptocurrencies take centre stage for their uniqueness and innovation.

<