Money Design Co.,ltd.
Money Design Co., Ltd. is a Japan-based investment firm headquartered in Tokyo. The firm is known for offering robo-advisory and asset management services to retail and institutional clients. Money Design Co., Ltd. manages multi-asset portfolios using algorithm-based investment management. It is notable in the Japanese fintech sector and is one of the early adopters of automated investment solutions. The company was founded in 2013 and employs between 50 and 100 professionals, serving individual and institutional investors in Japan.
Investment Strategy
Money Design Co., Ltd. primarily employs a robo-advisory approach, leveraging algorithm-driven investment platforms to provide diversified portfolio management across global equities, bonds, and alternative assets. The firm focuses on low-cost, long-term wealth creation for retail investors by utilizing modern portfolio theory and systematic rebalancing. Their philosophy emphasizes accessibility, transparency, and evidence-based investing to democratize asset management for the broader Japanese market.
Latest 13F Filing Activity
Money Design Co.,ltd. filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Growth Etf, Ishares TR SH TR Crport Etf, Vanguard Intl Equity Index F Ftse Europe Etf among other positions. Money Design Co.,ltd. reduced exposure to Ishares TR 20 YR TR BD Etf, Ishares Inc. Msci Pac JP Etf, Vanguard Short-term Gov BND among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS VALUE ETF | 11.43% | $244.8M | 1,384,981 | $140.50 | $176.74 | +$16.9M |
V VUG | VANGUARD GROWTH ETF | 11.35% | $242.9M | 554,153 | $382.24 | $438.40 | +$41.7M |
L LQD | ISHARES TR IBOXX INV CP ETF | 7.98% | $170.9M | 1,558,854 | $108.39 | $109.61 | +$11.2M |
V VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | 6.18% | $132.4M | 1,708,025 | $68.13 | $77.50 | +$17.9M |
M MBB | ISHARES TR MBS ETF | 6.10% | $130.6M | 1,390,916 | $98.63 | $93.89 | +$6.0M |