www.thompsonresearch.com
Thompson Research
A Global Perspective
CONTENT
Introduction3
How We Work
5
Investing With Thompson
6
Track Record
9
Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this
vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them.
Thompson Research is a leading investment management firm that provides a wide range of financial services to a substantial and
diversified client base that includes corporations, financial institutions and individuals. Our global distribution ensures that regular
research is made available on a timely basis to all investors and intermediaries worldwide.
People don’t always think of themselves as “investors,” but most actually are through their retirement plans and savings. That’s why
we’re committed to supporting all investors with an independent perspective they can trust.
HOW WE WORK
We know what investors are up against, and we want to be there at every
stage of the investing process. We can help you find new investments—that
we think will put your money to work over the long term. And we provide
support as you build out your portfolios. We’re constantly monitoring the
markets, so investors like you, don’t have to follow every move. Then
hopefully you can use that time—and our tools—to continuously monitor
your own portfolios.
In summary, we have adhered to the following principles:
Where once investors and advisors didn’t have enough investment news
and information, today there’s too much. Now you need a filter to identify
appropriate investments from the rest, those investments that best fit into
your strategies and get you closer to meeting your personal finance goals.
We can help with that.
Understand and manage investment risk, particularly the risk of capital
losses
At the core of our investment process is the understanding that clients are
not necessarily averse to taking risk but that they are particularly sensitive
to capital losses. This delicate, yet important, difference is a key aspect
of our investment approach. We believe that there is no one investment
management company that has exceptional performances over all of the
asset classes, all of the time, or, that they have the best people or unlimited
ideas.
Focus on achieving returns that are better than cash and increasing the real
wealth of our clients
That asset allocation is the primary determinant of long-term investment
returns
Evaluate and, where appropriate, adopt and develop new investment skills
Back our convictions through strategic and tactical asset allocations
Consequently, we enhance our stock-picking expertise by investing in funds
run by proven specialists from a mixture of investment houses. This strategy
means that you have access to the best managers within the industry.
Certainly over the years, this investment approach has delivered a much
better risk-adjusted return for our clients.
4
Toranomon Hills Mori Tower 1-23-1
Toranomon, Minato-ku, Tokyo 105-0001
Thompson Research
Phone 00813 4579 1999
[email protected]
www.thompsonresearch.com
Toranomon Hills Mori Tower 1-23-1
Toranomon, Minato-ku, Tokyo 105-0001
Thompson Research
Phone 00813 4579 1999
[email protected]
www.thompsonresearch.com
5
INVESTING WITH THOMPSON
The investment of capital or through regular savings is about
finding the balance between forgoing current expenditure for
future security. It can be a very fine balancing act as the demands
for our capital and income are many and varied. However, most
of us understand that we must work at putting money aside for
future purchases, expenditure and security.
At Thompson Research we are proud to offer an award
winning wealth management service comprising detailed
financial planning based on your aspirations, goals and values
and supported by comprehensive investment management
solutions. It is only by paying particularly close attention to
your financial imperatives around planning, investments and
retirement income that we can forge a relationship based upon
clear and impartial advice. After all, it is your future you are
looking to safeguard.
We specialise in the development and implementation of
financial planning, investment management and tax efficient
strategies for private clients, charities and trustees. We believe
in consistent excellence and have received some of the most
sought after awards and recognition available within wealth
management, many on a regular and even consecutive basis.
Our expertise and commitment to clients is well regarded by
the financial press and we are regular commentators with the
financial, consumer and television press. We firmly believe that
we offer an unrivalled wealth management service comprising
financial planning, investment consultancy and investment
management.
Your investment strategy will include addressing your desired
outcomes, in other words what are you investing for. What goals
and desires do you have for this money? Over what term? What
is your investment experience? How worried do you become
when events do not develop as you anticipated?
6
Toranomon Hills Mori Tower 1-23-1
Toranomon, Minato-ku, Tokyo 105-0001
Thompson Research
Phone 00813 4579 1999
[email protected]
www.thompsonresearch.com
Toranomon Hills Mori Tower 1-23-1
Toranomon, Minato-ku, Tokyo 105-0001
Thompson Research
Phone 00813 4579 1999
[email protected]
www.thompsonresearch.com
7
TRACK RECORD
We firmly believe in transparency in all that we do.
Detailed on the right is our Track Record of performance. Individual portfolio
performance may vary due to investment staging, individual investment
mandate instructions and other factors. However, we are pleased to provide
indicative performance for you to consider across all of our core models.
8
Toranomon Hills Mori Tower 1-23-1
Toranomon, Minato-ku, Tokyo 105-0001
Thompson Research
Phone 00813 4579 1999
[email protected]
www.thompsonresearch.com
Toranomon Hills Mori Tower 1-23-1
Toranomon, Minato-ku, Tokyo 105-0001
Thompson Research
Phone 00813 4579 1999
[email protected]
www.thompsonresearch.com
9
Thompson Research
A Global Perspective
www.thompsonresearch.com
Toranomon Hills Mori Tower
Toranomon, Minato-ku, Tokyo 105-0001
[email protected]
www.thompsonresearch.com
00813 4579 1999