Nomura Investment Management Business Trust operates as a registered investment advisor providing professional portfolio management and investment research across multiple series, including Delaware Management Company, Nomura Investment Management Advisers, Delaware Capital Management, Nomura Alternative Strategies, and Nomura Investments Fund Advisers. The firm manages assets for registered investment companies, institutional clients such as pension plans, endowments, and foundations, as well as high-net-worth individuals and wrap fee programs. It offers a wide array of investment strategies covering global equities, fixed income, emerging markets, and sustainable investing. Portfolio management is conducted through fundamental and quantitative research, focusing on tailored asset allocation and risk-adjusted returns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.75% |
Representative fee schedule varies significantly by strategy and asset class. The schedule shown reflects the highest standard equity strategy (US Small Cap Value Equity). Fixed income strategies generally range from 0.10% to 0.60%. Fees are negotiable.