NEW YORK--(BUSINESS WIRE)--Fundstrat Global Advisors (FSGA), a leading New York based independent equity research provider led by Thomas J. Lee, CFA (Head of Research) and John Bai (Head of Sales), and SMBC Nikko Securities, a leading full-line securities company in Japan, today announced a partnership integrating Fundstrat’s comprehensive portfolio strategy and equity research services with SMBC Nikko’s research offerings for its retail investors.
Under the partnership, SMBC Nikko will be the exclusive distributor bringing Fundstrat’s research to Japan’s retail investor market. The collaboration will strengthen SMBC Nikko’s global research offerings, while expanding Fundstrat’s reach in Asia and other key, high-growth markets.
Shinichi Kagawa, SMBC Nikko’s Investment Research and Investor Services general manager, said, “We are very pleased to introduce this powerful product lineup to Japan. The Fundstrat platform allows us to expand the context of investment advice we provide to our Japanese retail client base. We look forward to being able to leverage the perspective of their US based team with a view to increase client returns and better manage risks.”
“We are delighted to be partnering with SMBC Nikko, one of the largest banks globally. We look forward to expanding our global reach and providing value-added research to individual investors in Japan through SMBC’s tremendous retail footprint. At the same time, this will give us a good sense of the demands and focus of the global individual investor”, said Mr. Lee.
“We are extremely excited to be working with a world class organization like SMBC Nikko in an important market like Japan to bring our research and insights of US equity markets. We hope to have more arrangements like this with other key markets around the world”, added Mr. Bai.
About SMBC Nikko
SMBC Nikko (SMBC) is one of the leading full-line securities companies in Japan covering all client segments with a broad range of financial products and services through its international network. For individual clients, SMBC delivers personal wealth management solutions from a medium- to long-term perspective, and provides a wide variety of products and services, including foreign currency deposits and wrap accounts.
Fundstrat is an independent research boutique that takes a differentiated approach to market strategy and sector research – this approach is based on fundamental strategy. That is, the firm’s research process combines both top-down strategy and bottom-up fundamental views, to develop a roadmap of practical and useful investment insights for their clients.
The firm’s suite of products and services includes U.S. equity strategy, small- and mid-cap stock research, customized bespoke research, and quantitative stock selection tools to assist clients in their investment process.