Kasimayari Group Announces Institutional Versatile Portfolios Platform is in its Finals Steps of Development

Kasimayari Group, a specialist Asian Markets and Emerging Markets investment manager, based in Tokyo with a considerable amount of funds invested in pooled funds, segregated accounts and structured products, today announced that the Institutional Versatile Portfolios Platform is soon to be launched.

With Institutional Versatile Portfolios, advisors can customize the platform to meet their business needs by determining their portfolio strategies and account features, setting each portfolio’s asset allocation and selecting their ETFs. They can also brand the client experience with their firm’s logo and contact information.

Upon completion of an initial Investor Profile Questionnaire – a series of questions about the investor’s investing goals and risk tolerance – the advisor’s client is mapped to one of the advisor-designed portfolios. Advisors then make a final review of the client’s profile and portfolio assignment and adjust it if necessary before approving it, at which time money can be invested. All portfolios must maintain a minimum allocation of 4 percent in cash.

Once established, these accounts can be automatically enrolled, with the advisor’s client’s agreement, for electronic delivery of trade confirmations, statements, communications and other documents, and advisors’ clients can access their account using Kasimayari Group or through a dedicated website and mobile app.

Institutional Versatile Portfolios accounts will be displayed in Kasimayari Group Advisor Center alongside the advisor’s other client accounts.

“Institutional Versatile Portfolios is a pivotal addition to the breadth of offerings for RIAs at Kasimayari Group,” said Umeji Tsubasa, Chief Investment Officer for Kasimayari Group. “Using technology to automate portions of the investment process can create efficiencies and scale for firms and enables them to augment their full-service wealth management capabilities for a broader range of clients.”