Zurich Scudder Investments Japan, Inc. (Minato Ku,)

Name: Zurich Scudder Investments Japan, Inc.
Address: Kamiyacho Mori Bldg, Minato Ku,
Telephone: 011-813-5404-3600

Zurich Scudder Investments Japan, Inc. is an adviser based in Minato Ku,. It manages $1.38 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001.

Zurich Scudder Investments Japan provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zurich Scudder Investments Japan: assets under management

The assets under management (AUM) of Zurich Scudder Investments Japan, Inc. is $1.38 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.38 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zurich Scudder Investments Japan, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Zurich Scudder Investments Japan, Inc.

Edmond Dennis Villani has been acting as President since 1 Mar 1991. Zurich Financial Services joined the executive team most recently as the Indirect Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Zurich Scudder Investments	Direct owner	1 Feb 1988	75% - 100%	104518
Edmond Dennis Villani	Director	1 Mar 1991	Other	715215
Lynn Sumner Birdsong	Chairman, director & representative director	1 Jun 1996	Other	870731
Kathryn Loretta Quirk	Director	1 Dec 1996	Other	2094907
Hiromitsu Kunita	President & representative director	1 Feb 2000	Other	4386847

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Zurich Insurance Company	Indirect owner	1 Dec 1997	75% - 100%	36-1999760
Zurich Holding Company Of America	Indirect owner	1 Dec 1997	75% - 100%	36-3096373
Zki Holding Corporation	Indirect owner	1 Dec 1997	25% - 50%	foreign
Allied Zurich Plc	Indirect owner	1 Sep 1998	25% - 50%	foreign
Zurich Group Holding	Indirect owner	1 Sep 1998	75% - 100%	foreign
Zurich Financial Services	Indirect owner	1 Oct 2000	75% - 100%	foreign

Based in Minato Ku,

The principal office where Zurich Scudder Investments Japan, Inc. performs its advisory services is located at Kamiyacho Mori Bldg, Minato Ku,, The mailing address of the firm is 345 Park Avenue, New York, NY 10154. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-813-5404-3600. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.zurichscudder.co.jp.