Nomura Premier Models offers a range of portfolio advisory solutions to help your clients achieve their financial goals – and help you get them to their financial destinations. Strategically managed by our multi-asset investment team, our platform offers four different strategies each with up to five underlying risk-based models.
Multi-asset investment solution
Offering a product with multi-asset diversification as a cornerstone to help enhance client returns while reducing risk
Managed with expertise
Delivering access to the allocation expertise of a specialized multi-asset team and the insights of more than 200 investment professionals
Can help save you time
Focus on your clients, while experienced professionals navigate the large number of investment options in the marketplace and monitor portfolios for rebalancing and allocation changes
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Diversified mix of domestic and international equity mutual funds and fixed income mutual funds across market cap.
Diversified mix of domestic equity mutual funds and fixed income mutual funds across market cap.
Nomura Asset Management's Global Multi-Asset Team offers five risk-based models, ranging from conservative to aggressive.
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| Market research | Asset class ranking | Portfolio construction |
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Market updates and commentary from the Global Multi-Asset Team.
We'll provide the depth of experience and resources needed to help address the changing dynamics of today's markets. From ETFs, SMAs, and mutual funds to private markets, our team can help you identify investment solutions aligned to your clients' financial needs.
Important notice and disclaimer
Past performance is not a guarantee of future results.
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics.
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients. Nomura Asset Management primarily operates through several distinct investment managers, which includes Nomura Investment Management Business Trust (NIMBT) (consisting of the Nomura Alternative Strategies, Nomura Investment Management Advisers, Nomura Investments Fund Advisers, Delaware Capital Management, and Delaware Management Company series), Nomura Investment Management Europe S.A., and Nomura Investment Management Austria Kapitalanlage AG. Nomura Asset Management includes investment products and advisory services distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA), and NIMBT, a Securities and Exchange Commission (SEC)-registered investment advisor. Investment advisory services are provided by a series of NIMBT.
The Nomura Premier Models are a fee-based investment advisory service provided by Nomura Asset Management Premier accounts are charged an annual asset-based fee that is billed quarterly, in advance. For complete information, see your financial advisor and the relevant mutual fund prospectuses.
Each model in the Nomura Premier Program is comprised of allocations to Nomura mutual funds.
Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Investment returns and the principal value of an investment will fluctuate, so that when the investment is sold or redeemed, it may be worth more or less than the original cost. Expenses may fluctuate depending on fund allocations. There is no assurance the models will meet their objective.
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics.
The Morningstar Allocation — 15% to 30% Equity Category compares funds that seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These funds are dominated by domestic holdings and have equity exposures between 15% and 30%.
The Morningstar Allocation — 30% to 50% Equity Category compares funds that seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These funds are dominated by domestic holdings and have equity exposures between 30% and 50%.
The Morningstar Allocation — 50% to 70% Equity Category compares funds that seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These funds are dominated by domestic holdings and have equity exposures between 50% and 70%.
The Morningstar Allocation — 70% to 85% Equity Category compares funds that seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These funds are dominated by domestic holdings and have equity exposures between 70% and 85%.
The Morningstar Allocation — 85%+ Equity Category compares funds that seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These funds are dominated by domestic holdings and have equity exposures of more than 85%. These funds typically allocate at least 10% to equities of foreign companies and do not exclusively allocate between cash and equities.
For financial professionals: Delaware Capital Management (DCM)’s role is limited to providing you or your firm (collectively, the “Advisor”) with non-discretionary investment advice in the form of model portfolios in connection with its management of its clients’ accounts. The implementation of, or reliance on, a Managed Portfolio Strategy is left to the discretion of the Advisor. DCM is not responsible for determining the securities to be purchased, held, and sold for a client’s account(s), nor is DCM responsible for determining the suitability or appropriateness of a Managed Portfolio Strategy or any securities included therein for any of the Advisor’s clients. DCM does not place trade orders for any of the Advisor’s clients’ account(s). Information and other marketing materials provided to you by DCM concerning a Managed Portfolio Strategy – including holdings, performance, and other characteristics – may not be indicative of a client’s actual experience from an account managed in accordance with the strategy.
For end users: DCM’s role is limited to providing your Advisor with non-discretionary investment advice in the form of model portfolios in connection with its management of its clients’ accounts. The implementation of, or reliance on, a Managed Portfolio Strategy is left to the discretion of your Advisor. DCM is not responsible for determining the securities to be purchased, held, and sold for your account(s), nor is DCM responsible for determining the suitability or appropriateness of a Managed Portfolio Strategy or any securities included therein. DCM does not place trade orders for any Managed Portfolio Strategy account. Information and other marketing materials provided to you by DCM concerning a Managed Portfolio Strategy – including holdings, performance, and other characteristics – may not be indicative of a client’s actual experience from an account managed in accordance with the strategy. This material has been created by DCM and the information included herein has not been verified by your Advisor and may materially differ from information provided by your Advisor.
Diversified mix of domestic and international equity mutual funds, fixed income mutual funds, and alternative exchange-traded funds (ETFs) across market cap.
Diversified mix of domestic and international equity mutual funds and tax-exempt mutual funds across market cap.
 | Your goal Seeking preservation of capital and income Your risk tolerance Conservative investor who has limited ability to withstand portfolio losses and may have a short investment time horizon Risk model* 20% * Average equity weight within portfolio over an investment cycle. There can be no guarantee that the intended investment objective will be achieved. |
 | Your goal Seeking preservation of real spending ability while limiting downside losses Your risk tolerance Conservative-to Moderate-investor who has a limited investment time horizon of five years or less Risk model* 40% * Average equity weight within portfolio over an investment cycle. There can be no guarantee that the intended investment objective will be achieved. |
 | Your goal Seeking growth of capital while recognizing that there can be some inter-period volatility Your risk tolerance Moderate investor whose investment time horizon is five to 10 years Risk model* 60% * Average equity weight within portfolio over an investment cycle. There can be no guarantee that the intended investment objective will be achieved. |
 | Your goal Seeking capital appreciation, not income; recognizes that there will be periods of market volatility. Your risk tolerance Moderate-to-aggressive investor who has an investment time horizon of at least 10 years Risk model* 75% * Average equity weight within portfolio over an investment cycle. There can be no guarantee that the intended investment objective will be achieved. |
 | Your goal Income is not a consideration; able to withstand significant market downturns, with a long-term goal of capital appreciation. Your risk tolerance Aggressive investor who has a long investment time horizon Risk model* 90% * Average equity weight within portfolio over an investment cycle. There can be no guarantee that the intended investment objective will be achieved. |