#Japan #Chiyoda #BaaS #Bayview Asset Management #Smart Plus

Introduction

Bayview Asset Management has announced the launch of a direct selling investment trust service called "Bayview Trust," aimed specifically at individual investors. This initiative will utilize Smart Plus's innovative Brokerage as a Service (BaaS) platform, marking a significant step in Japan's financial landscape. The service will commence on April 22, 2025.

Background and Objectives

In a changing market, the demand for stable returns via private assets has surged. Supply chain finance, a low-correlation investment option, has gained favor among institutional investors. With assets totaling approximately 1 trillion yen, Bayview Asset Management has already secured over 270 billion yen in investment through its supply chain finance strategies, targeting institutional investors.

Founded in 1998, Bayview operates independently, promoting a management philosophy focused solely on the interests of investors. With a strong commitment to transparency and investor alignment, the company has cultivated a reputation for delivering high-quality investment products. The launch of Bayview Trust is aimed at democratizing access to these previously exclusive strategies, enabling individual investors to directly invest in supply chain finance strategies previously reserved for institutional players.

Launching Investment Trust: Global Supply Chain Fund

The centerpiece of the Bayview Trust offering will be the "Global Supply Chain Fund," affectionately dubbed the "Wise Planner." This fund will focus on purchasing receivables from exporting companies, offering financing to these exporters against their receivables to importing firms. Investing in high-grade receivables from globally reputable companies rated BBB+ or higher, this fund holds a low credit risk and promises diversification from traditional assets. Historical performance shows an expected annual return of approximately 4% over the past six years.

Key Features of the Investment Trust

• - Purchase Application Period: Opens on the 20th of every month.
• - Minimum Purchase Amount: 1 million yen, in increments of 1 yen.
• - Redemption Application Period: Opens on the 25th of each month.
• - Redemption Minimum: 1 million yen, in increments of 1 yen.
• - Trust Fee: The trust management fee is set at an annual rate of 0.638% of the total net assets, inclusive of taxes.

Advantages of BaaS

Bayview Asset Management chose the Smart Plus BaaS platform for its capability to offer low-cost direct sale services due to its SaaS business model. The platform supports a unique front-end system, allowing for the creation of distinctive product offerings while facilitating ongoing enhancements. Additionally, its compatibility with future legal and environmental changes enhances its operational flexibility.

Conclusion

With the launch of Bayview Trust and its innovative use of Smart Plus's BaaS, Bayview Asset Management is poised to significantly influence the financial strategies available to individual investors in Japan. This development not only reflects the evolving investment landscape but also showcases Bayview's commitment to expanding access to efficient asset management solutions. As the first offering under this initiative, the Global Supply Chain Fund exemplifies the benefits of modern financial strategies tailored for today's investors. For further details, you can visit the Bayview Trust website.