The Rise of ROBOPRO Fund: A Top Contender in Investor Choice Awards 2025

The financial landscape is evolving, and at the forefront of this change is the ROBOPRO Fund, managed by SBI Okasan Asset Management Co., Ltd., based in Tokyo. Announced on January 23, 2025, this innovative fund has achieved an impressive third place in the `Investor's Choice Fund of the Year 2025` in the active investment trust category, as determined by individual investors.

Award Based on Investor Voting

What sets this award apart is that the winners are selected based on the votes of individual investors who actively engage in asset management through investment trusts. Unlike traditional evaluations from experts and institutions, this award reflects the genuine preferences and evaluations of investors themselves, thus giving it a unique credibility.

Key Points Valued by Individual Investors

Initially, some investors were skeptical about the use of AI in asset management. However, positive feedback has emerged as they have observed the real-world performance of the fund. Investors have noted that the ROBOPRO Fund demonstrates a remarkable ability to dynamically adjust asset allocations in response to changing market conditions.

Comments from investors highlight their surprise at the fund's resilience during market fluctuations, particularly during the summer of 2024 and spring of 2025. One investor remarked, “The declines during market crashes were relatively muted, and the recovery was impressively fast.” This reflects a growing confidence in the fund's strategy and execution.

Moreover, many investors appreciate how AI-driven market analysis provides educational insights. Investors expressed that simply reviewing the asset allocation taught them valuable lessons about investing. Numerous comments emphasized the clarity and thoughtfulness behind the fund's operational processes, further solidifying investor trust.

Regular updates and explanations offered through videos and monthly communications also played a crucial role in reassuring investors. One investor stated, “Initially, I had my doubts about AI management, but understanding the process has allowed me to hold my investments with confidence.” This indicates that the continuous communication regarding operational strategies is essential in building investor trust.

About ROBOPRO Fund: An Insight into its Investment Strategy

ROBOPRO Fund is a revolutionary investment vehicle that utilizes AI to guide its investment decisions. The fund targets a diverse range of global assets, including stocks, bonds, real estate, and commodities, leveraging AI to predict asset returns while minimizing human bias. This approach is grounded in financial engineering principles and employs algorithms to determine asset allocation.

Asset allocations are reviewed on a monthly basis, with special rebalancing strategies triggered by significant market changes — a practice that aims to ensure that investment decisions remain attuned to the shifting dynamics of the market.

Director's Commentary

The head of the investment management division, Masayuki Tsuji, commented, “We are truly honored to receive such recognition. Our gratitude extends to all our investors and stakeholders. ROBOPRO Fund was launched to focus on quantitative analysis using AI, a strategy that departs from traditional balanced funds. By capturing movements in various asset classes with data, we are able to make bold adjustments to asset allocations based on market conditions.”

He added, “By utilizing AI, we aim to lessen the influence of human emotion and bias, ensuring a sustainable investment framework that remains consistent over time, even as management structures may change. We see this award as a validation that our approach to AI-based asset allocation is resonating with investors. We are committed to contributing to our investors' asset development moving forward.”

About the `Investor's Choice Fund of the Year 2025`

Initiated in 2007 as the 'Fund Selected by Investors,' this award seeks to honor investment trusts that genuinely resonate with individual investors, free from the influence of evaluation by financial institutions. As of 2024, only investors with experience in financial products can vote in two categories: index funds and actively managed funds. Each voter can select up to three funds in either category, highlighting the investor-centric approach of this award.

To explore more details about the `Investor's Choice Fund of the Year 2025`, please visit their official website.

Important Notices

Investing in funds does not guarantee the return of capital. Investors may incur losses from declines in the fund’s value and are advised to read the relevant documents carefully before making investment decisions.

For further information about potential risks and associated fees, visit the SBI Okasan Asset Management website.