• Japanese fund managers can strengthen their competitive positioning at home and abroad by making three key changes in their business models:
    -Streamlining mutual fund economics by managing fewer, larger funds
    -Reducing home bias focused on domestic securities
    -Improving incentive alignment structures
  • Japan's fund management industry is less profitable than others worldwide, providing 20% operating margins on an asset-weighted basis, compared to 31% in the US and 40% in Europe.
  • Approximately 80% of Japanese mutual funds do not generate enough fee income to cover operating costs, reflecting a marketplace lacking efficiency in packaging and distribution.
  • Roughly 45% of Japan's mutual fund revenue goes to pay subadvisors.
  • Japanese firms have gathered fewer assets from non-Japanese clients in recent years, instead focusing on local institutional accounts with shrinking fees.
  • Implementing more merit pay and long-term incentives may help boost performance and retain key talent. Nearly 75% of Japanese fund manager compensation is salary, compared to 50% in the US.
  • A number of strategic enhancements could quickly improve profitability among Japan's fund managers, including:
    -A more rigorous product development process
    -Expanding product arrays to include regional equity
    -Creating better alignment structures for management

Author's Profile

  • Sadayuki Horie

    Senior Researcher

  • Atsuo Urakabe

    Researcher