NEWS
– お知らせ –
Bringing Clarity to Investment
Current explanations and simulations of asset management are unclear.
The reason they are blurred is that they do not consider “units.”
By solving the “Unit Absence Problem,” we make asset management clear.
Winning the Nobel Prize in Economics with UPT
The Unit Portfolio Theory fundamentally transforms the existing framework of asset management.
I firmly believe it holds value comparable to Nobel Prize–winning research in economics. Its purpose is to establish Unit × Price as shared knowledge of humanity and to turn all of humanity into investors.
Solving the Unit Absence Problem
The problem is that “units” in mutual funds are not taken into account.
As a result, numerous issues arise, such as a lack of clarity on required units, unrecognized increases in burden, excessive expectations, and suppressed returns.
By solving this problem, we bring clarity to the view of asset management.
Unit Portfolio Theory
After 20 years of research, I developed the Unit Portfolio Theory.
For the first time in the world, it systematizes unit rebalancing through unit allocation.
The Unit Portfolio Theory enhances both the resolution and the efficiency of asset management.
Unit Based Approach
A behavioral economics approach to asset management based on “units.”
Visualizing the required number of units leads to changes in investor behavior.
It reduces the investor’s burden in two ways, while enabling progress tracking and plan improvement.
Unit-Based Patent Portfolio
We have filed a broad portfolio of patents related to unit rebalancing and the unit-based approach under the Unit Portfolio Theory.
Our aim is to deliver a new, investor-centric asset management experience that the financial industry has never been able to provide before.
The Originator of the Unit Portfolio Theory
After 20 years of research, I systematized the Unit-Based Investment Theory.
For the first time in the world, I introduced the concepts of unit allocation and unit rebalancing.
I have provided educational programs to more than 50 financial institutions.
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DCと金融教育で日本を豊かに
(社)DC金融教育協会
運営管理機関登録
全ての企業を金融教育ホワイト企業に
(社)金融教育ホワイト企業機構
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(株)ClearVest Partners