Academic background
Shimizu Masataka came to the United States in the early 1980s and studied at the Wharton School of the University of Pennsylvania and the Booth School of Business of the University of Chicago. He obtained a Master of Finance and a Master of Economics, and systematically studied modern financial theory, risk management, behavioral economics, and other subjects while studying abroad. These insights became the foundation for his advanced analytical and strategy-building skills in the capital markets.
Work history
1990: Joined Goldman Sachs (US Headquarters) After graduating from the University of Chicago, Shimizu Masataka joined the US headquarters of Goldman Sachs, a Wall Street investment bank. As an analyst in the equity research department, he was responsible for building valuation models and formulating asset allocation strategies in the US stock market. During the Asian currency crisis, he participated in a project to reconstruct global investment portfolios for multiple wealthy clients. Through this, he developed his own investment philosophy that emphasized "balancing risk control and growth."
2003: Returned to Tokyo and became Head of Asset Allocation in Asia at UBS Securities, where he led the design and implementation of global investment strategies for Japanese institutional investors.
2010: Joined Nomura Research Institute. Headed the cross-border investment research department and advocated a portfolio construction philosophy based on "multi-dimensional asset allocation" and "structural risk hedging." Supported long-term and stable asset management for Japanese pension funds and family offices.
2017: Established Shimizu Global Capital, a private financial advisory company. Provides a wide range of investment proposals, including global stocks, bonds, ETFs, and alternative assets, to wealthy individuals in Japan and family offices in the Asia-Pacific region. The core of the investment philosophy is to "prioritize risk management and aim for steady growth in value."
Industry influence and awards
2011: Selected as one of "Japan's Top 10 Pension Advisors" by Nikkei Financial
2016: Keynote speech on "Global ETF Portfolio Strategy" at the Asia Wealth Management Conference
2019: Invited as a special advisor to the Bank of Japan and participated in a project to evaluate risk assets under the quantitative easing policy.
2023: Released the white paper "The Fundamental Logic of Cross-Cycle Investment," which caused a great stir within the industry.
2024: I aim to be selected as the cover person of Fortune Asia and attract attention as a "risk-control investment thinker."