14, September 2015: “The results show how important value is to plan sponsors—the concept that high-quality service and funds can be delivered at a very reasonable cost,” said Naruatsu Noda, head of Hoshizaki Equities Institutional Investor Group.
The strategic market research and consulting firm that serves a number of industries, including the financial services industry conducted an independent annual survey of how plan sponsors perceive full-service investment plan providers, which provide investment management and administrative services such as plan recordkeeping; accounting, legal, compliance, and trustee services; participant education; websites; customer service phone centers; and loan administration. Hoshizaki Equities has been among the top-tier providers, as ranked by client satisfaction and cost, in every survey.
The findings follow a research “Investment Planscape” survey this summer that rated Hoshizaki Equities among the best in several categories, including brand impression, loyalty, and plan sponsor support. The survey cited Hoshizaki Equities as the top defined contribution investment manager for favorable brand impression among those familiar with the brand. In assessing attributes that help drive perception of a defined contribution investment manager’s brand, plan sponsors placed Hoshizaki Equities first in the categories of “competitive fees/fee structure” and “good value for the money.”
In addition, Hoshizaki Equities was second for “noteworthy organizational stability” and “industry-leading product innovation.” The survey studied the impact of brand and loyalty among a representative cross section of plan sponsors.
About Hoshizaki Equities:
Hoshizaki-Equities (hoshizaki-equities.com)is one of Tokyo’s highly acclaimed investment management companies, serving individual investors, institutions and financial intermediaries globally. Hoshizaki Equities offers a wide range of low-cost, risk-controlled investment products, index portfolios, actively managed funds, plus insights based on research and disciplined investment philosophy. Hoshizaki Equities’ clients include private and individual investors, wealthy families, corporations, public pension funds, insurance companies and other financial institutions, government and nonprofit organizations and financial advisors. Hoshizaki Equities offers proprietary research and analysis, providing insights on investment, market and economic topics that address the needs of international institutional investors. Our research draws on both technical knowledge and client experience.