# Sumitomo Mitsui DS Asset Management

Sumitomo Mitsui DS Asset Management is an Asset Manager based in Hong Kong, Japan.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Hong Kong, Japan
- **Region:** Asia
- **Address:** Tokyo, Japan
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** smd-am.co.jp
- **LinkedIn:** https://www.linkedin.com/company/sumitomo-ds-asset-management

## Regulatory record

- **CRD number:** 110459
- **SEC file number:** 801-116710
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110459

## About

Sumitomo Mitsui DS Asset Management operates as a privately owned investment manager in Tokyo, serving both institutional and retail clients through investment trusts and discretionary mandates. The firm is a signatory to the Principles for Responsible Investment (PRI), embedding ESG considerations into its investment process. Its product shelf spans active ETFs, thematic equity strategies, and multi-asset solutions, reflecting the breadth of a generalist manager anchored in Japan's domestic savings pool. The manager's strategy centers on high-conviction thematic funds that aggregate investor capital into specific global trends. Three funds illustrate the approach: 'Newton Power Innovation Fund' (Electricity Revolution) targets the energy transition and surpassed ¥600 billion in assets in April 2026; 'Material Innovation Strategy Equity Fund' (Materials Revolution) focuses on advanced materials and exceeded ¥200 billion in May 2026; and the 'Global AI Fund' plays the AI/ML cycle through a distribution-oriented structure. Geographic reach is predominantly domestic Japanese assets and global equities, with research coverage extending to Asia, the U.S., and Europe. 荻原亘 serves as CEO and Representative Director, delivering a new-year address in April 2026 that underscored the firm's advisory push to asset owners. In that same month, the company announced a formal expansion of its advisory services for institutional asset owners, signaling a move beyond product manufacturing toward consultative relationships. The firm has received the R&I Fund Award for three consecutive years as of April 2026, and its impact investing team published an 'Impact Report 2025-2026' covering its Japanese equity impact strategy. The firm's structure as a domestic Japanese generalist — distributing through brokerage networks like SBI Securities and regional firms such as Kimura Securities and Nanto Mahoroba Securities — gives it a distribution engine that foreign managers cannot replicate. Its philanthropic tie-ins, such as donations linked to the 'Innovative Carbon Neutral Strategy Fund,' demonstrate an operating model where product performance directly feeds corporate social initiatives.

## Sectors

- Energy Transition & Renewables
- AI/ML
- Mobility & Transportation
- Real Estate
- Financials
- Healthcare Services

## People

- 荻原 亘 — 代表取締役社長 兼 CEO

## Questions

### Who runs investment decisions at Sumitomo Mitsui DS Asset Management?

荻原亘 is the Representative Director, President, and CEO, per the firm's April 2026 announcement. The firm's website lists him as the most senior executive. Day-to-day investment leadership and individual portfolio manager names are not disclosed on the public website.

### How does the firm source deal flow or investment ideas?

The firm operates an in-house research platform that includes an Asia Research Center and publishes daily, weekly, and monthly market reports from strategists such as 市川 (Ichikawa) and 吉川 (Yoshikawa). These outputs inform the thematic fund construction that drives most of the company's asset gathering.

### What is the firm’s stance on ESG and impact?

Sumitomo Mitsui DS Asset Management is a PRI signatory and published an 'Impact Report 2025-2026' for its Japanese equity impact investment strategy in March 2026. Additionally, its 'Innovative Carbon Neutral Strategy Fund' includes a direct donation mechanism, linking fund operations to philanthropic outcomes.

## Related profiles

- [Sumitomo Life Insurance](https://altss.com/profile/sumitomo-life-insurance)
- [Sumitomo Pharma](https://altss.com/profile/sumitomo-pharma)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/sumitomo-mitsui-ds-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology