SuMi TRUST AM offers a range of investment approaches, including equity investments, to suit institutional clients’ needs.  If you are a family office looking for a well-researched local Japanese active equity manager with strong track record of alpha generation, a pension fund seeking a bespoke Japanese equity strategy to fit your needs or a sovereign wealth fund looking for diversification of your large global indexing mandate, we have the answer.

Active Capabilities

Japanese Equity

Global Equity

Passive Capabilities

Indexing

SuMi TRUST AM has extensive experience providing passive products to meet the increasingly diversified and sophisticated needs of our varied range of clients. We believe that excellent, high quality indexing products require an erudite balance of tracking accuracy, cost and opportunities to enhance return.

We aim to provide clients with a wholly rounded and flexible offering that best aligns with the needs and interests of each client. Whether it’s tracking a traditional, bespoke or augmented benchmark, we are confident our expertise will make us a valuable partner for your unique passive institutional needs.

News & Insights

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News

AI Demand Remains Intact as Focus Shifts to Infrastructure Capacity

[External Link] Katsunori Ogawa, Chief Portfolio Manager for Sakigake High Alpha at SuMi TRUST AM, shared his views with WealthBriefing on the long-term outlook for AI investment, highlighting that infrastructure capacity, energy efficiency, and power management are likely to become increasingly important as AI adoption accelerates.
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News

Market Review for July 2026

In July, Japanese equities delivered mixed performance as the TOPIX rose 0.2%, marking a fourth consecutive monthly gain and closing above 4,000 points for the first time, while the Nikkei 225 fell 8.1% amid a sharp sell-off in AI and semiconductor stocks. Concerns over excessive AI investment by US hyperscalers, intensifying competition from Chinese firms, and profit-taking following earlier gains weighed on sentiment, although buying in undervalued and cyclical sectors helped support the broader market.