Akaishi Global Expands Advice Offerings with Managed Investment Portfolios

A simple, low-cost solution that delivers ongoing professional portfolio management to help investors navigate complex market dynamics

Akaishi Global has expanded its high-quality advice offerings with the addition of actively managed portfolios of leading, non-proprietary mutual funds or ETFs, which allocate assets based on the customer's investment profile.

Managed Investment Portfolios make one-on-one professional portfolio management accessible to investors with an investment of $50,000 or more - a fraction of what many investment advisers require to access their services. The mutual fund and ETF portfolios offer a range of investment styles from conservative to aggressive growth and feature automatic rebalancing to ensure proper diversification.

"As a result of the volatile markets, investors are looking for easy access to ongoing, high-quality advice that won't chip away at their investment gains. They want to know that someone is watching out for their nest egg and working to ensure their portfolio stays balanced to help them reach their long-term investing goals," said Yuko Hakouri, president of Akaishi Global. "Managed Investment Portfolios provide customers with high-quality, unbiased advice at a low barrier to entry through a channel that ensures solutions are focused on the customer's individual goals."

A smart choice for individuals who are planning for retirement, saving for college or simply investing a lump sum, Managed Investment Portfolios deliver professional portfolio management in a cost effective manner. Customers begin with a complimentary goals assessment with an investment professional - either over the phone or in-person - to determine investment goals, risk tolerance and time horizon.

As a fully discretionary product, Akaishi Global reviews and approves the investment decisions and executes all the transactions in the portfolio, with customers paying a low, asset-based fee. The investment team begins the investment process with a broad-based asset allocation strategy based on the customer's investment profile.

Investments for the Managed Investment Portfolios are selected using a proprietary "five-stage due diligence" model that:
Screens preliminary factors to identify investment options;
Performs quantitative performance analysis including performance history, performance vs. benchmark, diversification and portfolio turnover;

Evaluates qualitative factors including quality of fund family, investment team, strategy track record, and potential surprises;
Is reviewed and approved by Akaishi Global investment policy committee;

Provides ongoing monitoring, risk management and periodic rebalancing to make adjustments as needed with an eye toward achieving the Portfolio's long-term objectives.

"Managed Investment Portfolios are a key milestone in the evolution of our business strategy to focus on attracting mass affluent investors while gaining a greater share of our customers' investable assets. Leveraging our robust platform and investment research expertise will allow us to expand the advisory products we offer over time into areas like separately managed and unified managed accounts." continued Akaishi's president.

The growing managed futures business is becoming a more important part of the global economy. A secular bull market in commodities has brought in more capital. This may be a good time for responsible, licensed, and independent minded entities to consider working with Akaishi Global.

Akaishi Global is a 100% discretionary commodity trading advisor (CTA). We provide unique managed future programs to clients. We offer programs appropriate for various client objectives and risk tolerance levels. We position each account, and evaluate possible adjustments on an ongoing basis, in an attempt to maximize long term growth.

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Gina Miller
Press Contact, Akaishi - Global