Our Process

Yutaka Investments Our Process

Analysis and Research

Research and Analyze Pertinent Investments
Quantitative Analysis
Primary Performance Indicators – Regulation
Risk Analysis
Past Performance Analysis

Asset Allocation

Develop portfolio scenarios that are tailored to a range of risk profiles

Control Liquidity
Develop Diversification
Identify and Allocate Performance Targets
Challenge Documented Risk Assessments

Selection

Design Conviction-Weighted Strategies

Assign a Wealth Manager with Competitive Advantage
Collate Ideas and Strategies from leading Institutions
Equate Potential Opportunity with Risk
Funds per Strategy

Management

Oversee each Investment to Ensure Suitability

Dedicated ongoing Decision Making
Communication with Fund Managers
Weekly Investment Committee
Daily Market and News Flow Monitoring