About Bayview Asset Management
History
1978
1978 | Sanford Robertson founded Robertson Stephens & Company (hereinafter referred to as “RS&Co”) , an investment bank specialized in growing start-up companies. It was the beginning of a boutique type of financial company. |
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1986 | Randy Hecht established RS Investments(hereinafter referred to as “RSIM”)as the investment management arm of RS&Co, boutique-house asset management firm specialized in investing innovation. |
1990 | Ken Yagi, current President and CEO, met Sandy Robertson when he worked for Nomura Securities. He was determined to establish a boutique-style financial company. |
1998
January 1998 | Ken Yagi established RS Asset Management as a 100% subsidiary of Robertson Stephens&Company |
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February 1998 | Registered as an Investment Advisory Company at Kanto Local Finance Bureau, started providing active investment management services of U.S. equity |
July 1999 | Formed the exclusive business alliance in Japan with Crosslink Capital, Inc. (founded in 1989 as a venture capital arm of RSIM) , a venture capital firm, based in San Francisco |
December 1999 | Licensed as a Discretionary Investment Management Company by the Financial Reconstruction Committee, and entered into the pension fund management business |
December 2000 | Formed the exclusive business alliance in Japan with Horsley Bridge Partners LLC, a private equity firm, based in San Francisco |
2002
April 2002 | Acquired the majority equity ownership (90%) of the company from RS Investments through management buyout and build long term and stable business foundation. At the same time, the company formed exclusive alliance with RSIM on its distribution in Japan |
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June 2002 | Licensed as an Investment Trust Management Company by the Prime Minister of Japan |
July 2002 | Started investing Japanese equity by ourselves and launched a Japanese equity hedge fund |
June 2003 | Appointed to serve on the Board of Directors of Japan Investment Advisers Association (until 2010, reappointed in 2012, 2015, 2019,2020,2021 and 2022) |
January 2007 | Changed its company name from RS Asset Management Japan Co., Ltd. to Bayview Asset Management Co., Ltd. |
January 2007 | The 10th anniversary |
April 2008 | Formed the Board of Executive Officers, that acts as decision-making committee for business execution |
2011
April 2011 | Recruited new graduates from university for the first time since its establishment |
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March 2013 | Obtained the SOC (Service Organization Control) Reporting on our internal control over discretionary investment management business from an external independent auditor. |
July 2013 | Launched its first public investment trust for retail investors |
December 2013 | Started managing a proprietary multi-asset strategy based on quantitative modeling approach. Launched AAA series fund (Active Asset Allocation Fund). |
2016
July 2016 | Bayview Asset Management formed exclusive alliance in Japan with multi-boutique asset management firm, Victory Capital Management Inc., based in Cleveland. Identified its management strategy as an independent multi-boutique asset management firm in Japan |
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March 2017 | Number of employees exceeded 50 and AUM exceeded 300 billion yen |
January 2018 | The 20th anniversary |
August 2019 | Information Security Management System (ISMS) Certification (ISO/IEC 27001:2013 (JIS Q 27001:2014)) obtained from an ISO certification body |
December 2020 | Formed an exclusive alliance in Japan with Siegfried Asset Management Ltd., based in Hong Kong. |
August 2023 | Formed a partial exclusive alliance in Japan with Fasanara Capital Ltd., based in London. |
- 1979
- The second oil crisis
- 1985
- Plaza Accord
- 1991
- Collapse of the bubble economy
- 1997
- Asian currency crisis
- 1997
- Yamaichi Securities bankruptcy
- 1998
- Russian financial crisis
- 1999
- Debut of European Single Currency, Euro
- 1999
- Introduction of Zero interest rate policy
- 2000
- IT bubble burst
- 2006
- Livedoor Shock
- 2007
- Global Financial crisis
- 2008
- Lehman Shock
- 2011
- Great East Japan earthquake
- 2012
- Implementation of Abenomics
by the Second Abe cabinet - 2014
- End of Quantitative Easing Stimulus program by US Federal Reserve Board
- 2016
- Introduction of negative interest rate policy by BOJ
- 2016
- Brexit