{"id":49078,"date":"2026-02-12T14:05:38","date_gmt":"2026-02-12T13:05:38","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49078"},"modified":"2026-02-12T14:06:41","modified_gmt":"2026-02-12T13:06:41","slug":"%e6%8a%95%e8%b3%87%e3%83%91%e3%83%95%e3%82%a9%e3%83%bc%e3%83%9e%e3%83%b3%e3%82%b9%e3%82%92%e5%8a%b9%e7%8e%87%e7%9a%84%e3%81%ab%e8%bf%bd%e8%b7%a1%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-track-investment-performance-efficiently\/","title":{"rendered":"\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u52b9\u7387\u7684\u306b\u8ffd\u8de1\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"<p 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class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578bCRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u304a\u5ba2\u69d8\u304c\u52b9\u7387\u7684\u306b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8ffd\u8de1\u30fb\u63d0\u793a\u3067\u304d\u308b\u3088\u3046\u304a\u624b\u4f1d\u3044\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u3001\u8a08\u7b97\u306e\u81ea\u52d5\u5316\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u91d1\u878d\u5c02\u9580\u5bb6\u306f\u624b\u4f5c\u696d\u306b\u8cbb\u3084\u3059\u6642\u9593\u3092\u6e1b\u3089\u3057\u3001\u9867\u5ba2\u3078\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5b9f\u8df5\u306f\u3001\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5065\u5168\u6027\u3092\u7dad\u6301\u30fb\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-clarify-your-objectives-and-time-horizon\">\u76ee\u7684\u3068\u6642\u9593\u8ef8\u3092\u660e\u78ba\u306b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u76ee\u6a19\u3068\u6642\u9593\u67a0\u304c\u306a\u3051\u308c\u3070\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u52b9\u7387\u7684\u306b\u5224\u65ad\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u6f20\u7136\u3068\u3057\u305f\u76ee\u6a19\u306b\u5bfe\u3057\u3066\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8ffd\u8de1\u3059\u308b\u306e\u306f\u3001\u76ee\u7684\u5730\u304c\u308f\u304b\u3089\u306a\u3044\u307e\u307e\u8ddd\u96e2\u3092\u6e2c\u308b\u3088\u3046\u306a\u3082\u306e\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u4f8b\u3092\u6319\u3052\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30bf\u30a4\u30e0\u30db\u30e9\u30a4\u30ba\u30f3<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u9069\u5207\u306a\u6307\u6a19<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>100\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u306e\u30ea\u30bf\u30a4\u30a2\u30e1\u30f3\u30c8\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u69cb\u7bc9\u3059\u308b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2045\u5e74\u307e\u3067\uff0820\u5e74\u9593\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e74\u7387\u30ea\u30bf\u30fc\u30f3\u3001CAGR\u3001\u7d2f\u7a4d\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5e74\u95934%\u306e\u5b9f\u8cea\u30ea\u30bf\u30fc\u30f3\u3092\u9054\u6210<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5\u5e74\u9593\u306e\u30ed\u30fc\u30ea\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30f3\u30d5\u30ec\u5f8c\u5b9f\u8cea\u30ea\u30bf\u30fc\u30f3\u3001\u30ed\u30fc\u30ea\u30f3\u30b0\u30fb\u30ea\u30bf\u30fc\u30f3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5e74\u9593\u53ce\u51654\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d99\u7d9a\u4e2d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u914d\u5f53\u5229\u56de\u308a\u3001\u6240\u5f97\u5e30\u5c5e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d0\u30e9\u30f3\u30b9\u578b\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u4e0a\u56de\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5404\u66a6\u5e74<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u76f8\u5bfe\u30ea\u30bf\u30fc\u30f3\u3001\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30a8\u30e9\u30fc<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u7570\u306a\u308b\u8996\u91ce\u306f\u3001\u7570\u306a\u308b\u8ffd\u8de1\u6df1\u5ea6\u3068\u983b\u5ea6\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002\u77ed\u671f\u30c8\u30ec\u30fc\u30c0\u30fc\u306f\u65e5\u6b21\u307e\u305f\u306f\u9031\u6b21\u30ec\u30d3\u30e5\u30fc\u304c\u5fc5\u8981\u3067\u3042\u308b\u30022040\u5e74\u3092\u76ee\u6a19\u3068\u3059\u308b\u30c8\u30ec\u30fc\u30c0\u30fc\u306f\u3001\u56db\u534a\u671f\u3054\u3068\u3001\u3042\u308b\u3044\u306f\u5e741\u56de\u306e\u30c7\u30a3\u30fc\u30d7\u30fb\u30c0\u30a4\u30d6\u306b\u983c\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u8907\u6570\u306e\u9867\u5ba2\u53e3\u5ea7\u3092\u7ba1\u7406\u3059\u308b\u6295\u8cc7\u4f1a\u793e\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u5b9a\u671f\u7684\u306a\u6226\u7565\u7684\u30ec\u30d3\u30e5\u30fc\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u91cd\u5c64\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u76ee\u6a19\u3092CRM\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u306a\u3069\u306e\u4e2d\u592e\u30b7\u30b9\u30c6\u30e0\u306b\u6587\u66f8\u5316\u3059\u308b\u3002\u6295\u8cc7\u76ee\u6a19\u304c\u6587\u66f8\u5316\u3055\u308c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3068\u30ea\u30f3\u30af\u3057\u3066\u3044\u308c\u3070\u3001\u4f55\u5e74\u306b\u3082\u308f\u305f\u3063\u3066\u4e00\u8cab\u3057\u305f\u9032\u6357\u72b6\u6cc1\u3092\u6e2c\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u307e\u305f\u3001\u3053\u306e\u6587\u66f8\u5316\u306f\u3001\u5e02\u5834\u304c\u5909\u52d5\u3059\u308b\u6642\u671f\u306b\u5f53\u521d\u306e\u76ee\u6a19\u3092\u5fd8\u308c\u3066\u3057\u307e\u3046\u53ef\u80fd\u6027\u306e\u3042\u308b\u9867\u5ba2\u3068\u306e\u5c02\u9580\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u4f1a\u8a71\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-performance-metrics-to-track\">\u8ffd\u8de1\u3059\u3079\u304d\u30b3\u30a2\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u306e\u6210\u529f\u3092\u5358\u4e00\u306e\u6570\u5b57\u3067\u6349\u3048\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u88dc\u5b8c\u7684\u306a\u4e3b\u8981\u6307\u6a19\u3092\u96c6\u3081\u305f\u5c0f\u3055\u306a\u30c4\u30fc\u30eb\u30ad\u30c3\u30c8\u304c\u5fc5\u8981\u3067\u3042\u308a\u3001\u305d\u308c\u3089\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u5168\u4f53\u50cf\u3092\u63cf\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u52b9\u679c\u7684\u306b\u8ffd\u8de1\u3059\u308b\u3053\u3068\u306f\u3001\u30ea\u30b9\u30af\u3068\u30ea\u30bf\u30fc\u30f3\u3092\u6700\u9069\u5316\u3057\u3001\u7279\u5b9a\u306e\u8ca1\u52d9\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u65b9\u6cd5\u3067\u3059\u3079\u3066\u306e\u8cc7\u7523\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u6a19\u306f\u3001\u7d76\u5bfe\u7684\u306a\u5c3a\u5ea6\uff08\u5b9f\u969b\u306b\u3069\u308c\u3060\u3051\u5229\u76ca\u3092\u5f97\u305f\u304b\uff09\u3068\u76f8\u5bfe\u7684\u306a\u5c3a\u5ea6\uff08\u682a\u5f0f\u5e02\u5834\u3084\u95a2\u9023\u3059\u308b\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u6bd4\u8f03\u3057\u3066\u3069\u3046\u3060\u3063\u305f\u304b\uff09\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3042\u308b\u30022015\u5e74\u304b\u30892025\u5e74\u306b\u304b\u3051\u3066\u904b\u7528\u3055\u308c\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u5411\u3051\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3067\u306f\u3001\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30b9\u30ad\u30eb\u3068\u9867\u5ba2\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u5206\u3051\u308b\u305f\u3081\u306b\u3001\u6642\u9593\u52a0\u91cd\u3068\u8cc7\u91d1\u52a0\u91cd\u306e\u4e21\u65b9\u306e\u6307\u6a19\u304c\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u6307\u6a19\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u3088\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-total-return-and-annualised-return\">\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3\u3068\u5e74\u7387\u63db\u7b97\u30ea\u30bf\u30fc\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3<\/strong> \u306b\u306f\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u671f\u9593\u306b\u304a\u3051\u308b\u4fa1\u683c\u5909\u52d5\u3068\u30b3\u30b9\u30c8\u63a7\u9664\u5f8c\u306e\u53ce\u5165\uff08\u914d\u5f53\u3084\u30af\u30fc\u30dd\u30f3\u306a\u3069\uff09\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u4f8b\u3048\u3070\u30012016\u5e741\u6708\u306b100,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3092\u6295\u8cc7\u3057\u30012025\u5e7412\u6708\u307e\u3067\u306b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4fa1\u5024\u304c190,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u306b\u306a\u3063\u305f\u5834\u5408\u3001\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u306f90%\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u7387\u63db\u7b97\u30ea\u30bf\u30fc\u30f3<\/strong> \u306f\u5e7e\u4f55\u5e73\u5747\u3067\u3001\u4e00\u5b9a\u306e\u5e74\u7387\u304c\u540c\u3058\u5408\u8a08\u7d50\u679c\u3092\u3082\u305f\u3089\u3057\u305f\u304b\u3092\u793a\u3059\u3002\u3053\u308c\u306f\u3001\u826f\u3044\u5e74\u3068\u60aa\u3044\u5e74\u3092\u5e73\u6ed1\u5316\u3057\u3001\u6bd4\u8f03\u306e\u305f\u3081\u306e\u5358\u4e00\u306e\u6570\u5024\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u4e0a\u8a18\u306e\u4f8b\u3067\u306f\u300110\u5e74\u9593\u306e\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f390%\u306f\u3001\u5e74\u7387\u63db\u7b97\u3067\u7d046.6%\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u5f53\u5229\u56de\u308a\u306f\u5e74\u9593\u914d\u5f53\u91d1\u3092\u6295\u8cc7\u4fa1\u683c\u3067\u5272\u3063\u3066\u8a08\u7b97\u3055\u308c\u308b\u305f\u3081\u3001\u6295\u8cc7\u4fa1\u683c\u306f\u53ce\u76ca\u306e\u53ef\u80fd\u6027\u3092\u8a55\u4fa1\u3057\u3001\u3055\u307e\u3056\u307e\u306a\u6295\u8cc7\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u6bd4\u8f03\u3059\u308b\u4e0a\u3067\u6975\u3081\u3066\u91cd\u8981\u306a\u8981\u7d20\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3068\u306f\u3001\u5e38\u306b\u6b63\u78ba\u306a\u671f\u9593\u3092\u7279\u5b9a\u3057\u3001\u30ea\u30bf\u30fc\u30f3\u304c\u904b\u7528\u5831\u916c\u3068\u7a0e\u5f15\u304d\u524d\u306e\u3082\u306e\u306a\u306e\u304b\u3001\u7a0e\u5f15\u304d\u5f8c\u306e\u3082\u306e\u306a\u306e\u304b\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u308c\u3092\u660e\u78ba\u306b\u3057\u306a\u3051\u308c\u3070\u3001\u6bd4\u8f03\u306f\u7121\u610f\u5473\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-time-weighted-and-money-weighted-returns\">\u6642\u9593\u52a0\u91cd\u53ce\u76ca\u7387\u3068\u8cc7\u91d1\u52a0\u91cd\u53ce\u76ca\u7387<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6642\u9593\u52a0\u91cd\u53ce\u76ca\u7387\uff08TWR\uff09<\/strong> \u306f\u3001\u6295\u8cc7\u5bb6\u306e\u5165\u51fa\u91d1\u306e\u5f71\u97ff\u3092\u6392\u9664\u3059\u308b\u305f\u3081\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u306e\u6280\u91cf\u3092\u5224\u65ad\u3059\u308b\u57fa\u6e96\u3068\u306a\u308b\u3002\u3053\u308c\u306f\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u6c7a\u5b9a\u3068\u306f\u7121\u95a2\u4fc2\u306b\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3057\u305f\u304b\u3092\u554f\u3046\u3082\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30de\u30cd\u30fc\u52a0\u91cd\u30ea\u30bf\u30fc\u30f3\uff08MWR\uff09<\/strong>, \u5185\u90e8\u53ce\u76ca\u7387\u3068\u3082\u547c\u3070\u308c\u30012018\u5e74\u306b20,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3092\u8ffd\u52a0\u3057\u305f\u3001\u3042\u308b\u3044\u306f2022\u5e74\u306b30,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u3092\u6c7a\u3081\u305f\u9867\u5ba2\u306e\u5b9f\u969b\u306e\u7d4c\u9a13\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u7279\u5b9a\u306e\u6295\u8cc7\u5bb6\u304c\u5b9f\u969b\u306b\u3069\u306e\u3088\u3046\u306a\u30ea\u30bf\u30fc\u30f3\u3092\u53d7\u3051\u53d6\u3063\u305f\u306e\u304b\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2022\u5e74\u306b15%\u306e\u5229\u76ca\u3092\u5f97\u305f\u304c\u30012023\u5e74\u306b\u306f10%\u306e\u640d\u5931\u3092\u51fa\u3057\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u6295\u8cc7\u5bb6\u304c2023\u5e741\u6708\uff08\u4e0b\u843d\u306e\u76f4\u524d\uff09\u306b\u591a\u984d\u306e\u8cc7\u91d1\u3092\u8ffd\u52a0\u3057\u305f\u5834\u5408\u3001\u6642\u9593\u52a0\u91cd\u30ea\u30bf\u30fc\u30f3\u306f\u5168\u4f53\u3068\u3057\u3066\u30d7\u30e9\u30b9\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u3088\u308a\u591a\u304f\u306e\u8cc7\u91d1\u304c\u640d\u5931\u306e\u5e74\u306b\u3055\u3089\u3055\u308c\u305f\u305f\u3081\u3001\u8cc7\u91d1\u52a0\u91cd\u30ea\u30bf\u30fc\u30f3\u306f\u4f4e\u304f\u306a\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u30ec\u30d3\u30e5\u30fc\u306e\u969b\u306b\u30ae\u30e3\u30c3\u30d7\u3092\u660e\u78ba\u306b\u8aac\u660e\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u4e21\u65b9\u3092\u81ea\u52d5\u7684\u306b\u8a08\u7b97\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u900f\u660e\u6027\u306f\u3001\u7d50\u679c\u304c\u4e88\u60f3\u3068\u7570\u306a\u308b\u5834\u5408\u3067\u3082\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7dad\u6301\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-and-risk-adjusted-metrics\">\u30ea\u30b9\u30af\u3068\u30ea\u30b9\u30af\u8abf\u6574\u6307\u6a19<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u52b9\u7387\u7684\u306b\u8ffd\u8de1\u3059\u308b\u306b\u306f\u3001\u5e38\u306b\u30ea\u30bf\u30fc\u30f3\u3068\u30ea\u30b9\u30af\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u5fc5\u8981\u304c\u3042\u308b\u300210%\u306e\u30ea\u30bf\u30fc\u30f3\u306f\u7d20\u6674\u3089\u3057\u3044\u3088\u3046\u306b\u805e\u3053\u3048\u308b\u304c\u3001\u9014\u4e2d\u306730%\u306e\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u3092\u7d4c\u9a13\u3057\u305f\u5834\u5408\u306f\u305d\u3046\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u30ea\u30b9\u30af\u6307\u6a19\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff08\u6a19\u6e96\u504f\u5dee\uff09<\/strong>:\u30ea\u30bf\u30fc\u30f3\u306f\u3069\u306e\u7a0b\u5ea6\u5909\u52d5\u3057\u305f\u304b\uff1f\u4f4e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u4e00\u822c\u7684\u306b\u4e88\u6e2c\u3057\u3084\u3059\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u6700\u5927\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3<\/strong>:\u30d4\u30fc\u30af\u304b\u3089\u8c37\u307e\u3067\u306e\u4e0b\u843d\u5e45\u304c\u6700\u3082\u5927\u304d\u304b\u3063\u305f\u306e\u306f\uff1f\u3053\u308c\u306f\u3001\u6295\u8cc7\u5bb6\u304c\u30b9\u30c8\u30ec\u30b9\u671f\u306b\u5b9f\u969b\u306b\u7d4c\u9a13\u3057\u305f\u30ea\u30b9\u30af\u306e\u5927\u304d\u3055\u3092\u793a\u3057\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30b7\u30e3\u30fc\u30d7\u30ec\u30b7\u30aa<\/strong>:\u30ea\u30b9\u30af\u30fb\u30d5\u30ea\u30fc\u30fb\u30ec\u30fc\u30c8\u3092\u4e0a\u56de\u308b\u30ea\u30bf\u30fc\u30f3\u3092\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3067\u5272\u3063\u305f\u3082\u306e\u3002\u9ad8\u3051\u308c\u3070\u9ad8\u3044\u307b\u3069\u826f\u304f\u3001\u5358\u4f4d\u30ea\u30b9\u30af\u5f53\u305f\u308a\u306e\u30ea\u30bf\u30fc\u30f3\u304c\u5927\u304d\u3044\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u53d6\u3063\u305f\u30ea\u30b9\u30af\u306e\u30ec\u30d9\u30eb\u306b\u5bfe\u3059\u308b\u6295\u8cc7\u306e\u30ea\u30bf\u30fc\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u8cea\u3068\u52b9\u7387\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2019\u5e74\u304b\u30892024\u5e74\u307e\u3067\u5e74\u95936%\u306e\u53ce\u76ca\u3092\u5f97\u308b2\u3064\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8003\u3048\u308b\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aaA\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306f8%\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aaB\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306f16%\u3067\u3042\u3063\u305f\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aaA\u306f\u3001\u4e0d\u78ba\u5b9f\u6027\u304c\u534a\u5206\u3067\u540c\u3058\u30ea\u30bf\u30fc\u30f3\u3092\u9054\u6210\u3057\u305f\u305f\u3081\u3001\u30ea\u30b9\u30af\u8abf\u6574\u5f8c\u30b9\u30b3\u30a2\u304c\u8457\u3057\u304f\u9ad8\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u5b88\u7684\u306a\u6295\u8cc7\u5bb6\u3084\u9000\u8077\u9593\u8fd1\u306e\u4eba\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u3089\u306e\u6307\u6a19\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u5408\u3063\u3066\u3044\u308b\u304b\u3001\u8abf\u6574\u304c\u5fc5\u8981\u304b\u3069\u3046\u304b\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-benchmark-and-goal-based-comparisons\">\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u76ee\u6a19\u306b\u57fa\u3065\u304f\u6bd4\u8f03<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306b\u306f\u5e38\u306b\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u6bd4\u8f03\u304c\u542b\u307e\u308c\u308b\u3002\u53c2\u7167\u70b9\u304c\u306a\u3051\u308c\u3070\u3001\u540c\u671f\u9593\u306e\u5e02\u5834\u74b0\u5883\u3092\u8003\u616e\u3057\u305f\u5834\u5408\u30017%\u306e\u30ea\u30bf\u30fc\u30f3\u304c\u4f8b\u5916\u7684\u306a\u3082\u306e\u304b\u5e73\u51e1\u306a\u3082\u306e\u304b\u3092\u77e5\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>S&amp;P500\uff08\u7c73\u56fd\u5927\u578b\u682a<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u682a\u306eSPI<\/li>\n\n\n\n<li>MSCI\u30ef\u30fc\u30eb\u30c9<\/li>\n\n\n\n<li>\u50b5\u5238\uff1a\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u30fb\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30a2\u30b0\u30ea\u30b2\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5206\u6563\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u300160% MSCI World\u306840% Bloomberg Global Aggregate\u306e\u3088\u3046\u306a\u30ab\u30b9\u30bf\u30e0\u30d6\u30ec\u30f3\u30c9\u30922018\u5e74\u304b\u30892025\u5e74\u307e\u3067\u6e2c\u5b9a\u3057\u3066\u4f7f\u7528\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3060\u3051\u3067\u306a\u304f\u3001\u6295\u8cc7\u5bb6\u306f\u81ea\u3089\u306e\u76ee\u6a19\u3068\u7d50\u679c\u3092\u6bd4\u8f03\u3059\u3079\u304d\u3067\u3042\u308b\u30022040\u5e74\u306e\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u3001\u30a4\u30f3\u30d5\u30ec\u3068\u624b\u6570\u6599\u3092\u5dee\u3057\u5f15\u3044\u305f\u5b9f\u8cea\u30ea\u30bf\u30fc\u30f3\u304c3%\u5fc5\u8981\u3067\u3042\u308c\u3070\u3001\u305d\u308c\u304c\u500b\u4eba\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u306a\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u76ee\u6a19\u30d9\u30fc\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u8ca1\u52d9\u306e\u5065\u5168\u6027\u306b\u3068\u3063\u3066\u5b9f\u969b\u306b\u4f55\u304c\u91cd\u8981\u306a\u306e\u304b\u306b\u7126\u70b9\u3092\u7d5e\u3063\u3066\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-set-up-an-efficient-tracking-workflow\">\u52b9\u7387\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u8a2d\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5834\u5f53\u305f\u308a\u7684\u306a\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u304b\u3089\u3001\u53cd\u5fa9\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u79fb\u884c\u3059\u308b\u306b\u306f\u3001\u69cb\u9020\u304c\u5fc5\u8981\u3060\u3002\u6c7a\u307e\u3063\u305f\u65e5\u4ed8\u3001\u660e\u78ba\u306a\u8cac\u4efb\u3001\u6a19\u6e96\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u304c\u5fc5\u8981\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u6295\u8cc7\u5bb6\u306f\u3001\u6708\u6b21\u307e\u305f\u306f\u56db\u534a\u671f\u30ec \u30d3\u30e5\u30fc\u3092\u9078\u629e\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u898f\u5236\u5bfe\u8c61\u4f1a\u793e\u306f\u901a\u5e38\u3001\u6708\u672b\u3001\u56db\u534a\u671f\u672b\u3001\u5e74\u5ea6\u672b\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u542b\u3080\u6b63\u5f0f\u306a\u30ab\u30ec\u30f3\u30c0\u30fc\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u6b21\u306e\u3088\u3046\u306a\u3082\u306e\u3060\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30c7\u30fc\u30bf\u53ce\u96c6<\/strong>:\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u53d6\u5f15\u3001\u5e02\u5834\u4fa1\u683c\u306e\u53ce\u96c6<\/li>\n\n\n\n<li><strong>\u548c\u89e3<\/strong>:\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u306e\u660e\u7d30\u66f8\u3068\u30c7\u30fc\u30bf\u3092\u7167\u5408<\/li>\n\n\n\n<li><strong>\u8a08\u7b97<\/strong>:\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u30a2\u30c8\u30ea\u30d3\u30e5\u30fc\u30b7\u30e7\u30f3\u5206\u6790\u306e\u5b9f\u884c<\/li>\n\n\n\n<li><strong>\u5206\u6790<\/strong>:\u7d50\u679c\u306e\u89e3\u91c8\u3068\u7570\u5e38\u306e\u7279\u5b9a<\/li>\n\n\n\n<li><strong>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u5831\u544a\u66f8\u306e\u4f5c\u6210\u3068\u30ec\u30d3\u30e5\u30fc\u306e\u5b9f\u65bd<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u56db\u534a\u671f\u3054\u3068\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u5834\u5408\u3001\u5177\u4f53\u7684\u306a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u65e5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>2\u65e5\u76ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u306e\u30ed\u30c3\u30af\u3068\u7167\u5408<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>5\u65e5\u76ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5831\u544a\u66f8\u4f5c\u6210<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>10\u65e5\u76ee\u4ee5\u964d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5937\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a> \u306e\u3088\u3046\u306aInvestGlass\u306f\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30eb\u30fb\u30c7\u30fc\u30bf\u306e\u53d6\u5f97\u304b\u3089\u9867\u5ba2\u6e96\u5099\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210\u307e\u3067\u3001\u3053\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u591a\u304f\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3057\u3001\u4e00\u8cab\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/82d91328-8c65-4204-9502-b591f57baa7f.png\" alt=\"\u3053\u306e\u753b\u50cf\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u65e5\u4ed8\u304c\u5f37\u8abf\u3055\u308c\u305f\u30ab\u30ec\u30f3\u30c0\u30fc\u3068\u30da\u30f3\u3092\u63cf\u3044\u3066\u304a\u308a\u3001\u8ca1\u52d9\u76ee\u6a19\u3092\u9054\u6210\u3057\u3001\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u52b9\u679c\u7684\u306b\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306e\u8a08\u753b\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u306e\u91cd\u8981\u6027\u3092\u8c61\u5fb4\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u8996\u899a\u7684\u8868\u73fe\u306f\u3001\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7ba1\u7406\u3059\u308b\u4e0a\u3067\u3001\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u3068\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u306e\u5fc5\u8981\u6027\u3092\u5f37\u8abf\u3057\u3066\u3044\u308b\u3002.\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-choose-your-tracking-frequency\">\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u983b\u5ea6\u306e\u9078\u629e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u3005\u306e\u76e3\u8996\u306f\u30c8\u30ec\u30fc\u30c0\u30fc\u306b\u3068\u3063\u3066\u306f\u6709\u76ca\u3060\u304c\u30012030\u5e74\u30842040\u5e74\u306e\u76ee\u6a19\u306b\u96c6\u4e2d\u3059\u308b\u9577\u671f\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u306f\u6c17\u304c\u6563\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u5e02\u5834\u5168\u4f53\u306e\u52d5\u304d\u3092\u9010\u4e00\u76e3\u8996\u3059\u308b\u3053\u3068\u306f\u3001\u3057\u3070\u3057\u3070\u30d1\u30cb\u30c3\u30af\u58f2\u308a\u3084\u4e0d\u5fc5\u8981\u306a\u53d6\u5f15\u306b\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u983b\u5ea6<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u9577\u6240<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u77ed\u6240<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a6\u30a3\u30fc\u30af\u30ea\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u554f\u984c\u3092\u7d20\u65e9\u304f\u30ad\u30e3\u30c3\u30c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9577\u671f\u7684\u306a\u76ee\u6a19\u306b\u306f\u7121\u7406\u304c\u3042\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6bce\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8cc7\u7523\u904b\u7528\u306b\u9069\u3057\u305f\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u77ed\u671f\u7684\u306a\u30ea\u30b9\u30af\u3092\u898b\u9003\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u56db\u534a\u671f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ce\u30a4\u30ba\u3092\u6e1b\u3089\u3057\u3001\u30c8\u30ec\u30f3\u30c9\u306b\u96c6\u4e2d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0d\u5b89\u5b9a\u306a\u6642\u671f\u306b\u306f\u53cd\u5fdc\u304c\u920d\u3044<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u307b\u3068\u3093\u3069\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u3068\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306f\u3001\u6708\u6b21\u306e\u5185\u90e8\u8ffd\u8de1\u8abf\u67fb\u3068\u56db\u534a\u671f\u3054\u3068\u306e\u5916\u90e8\u5831\u544a\u3092\u884c\u3044\u3001\u5e74\u306b\u4e00\u5ea6\u3001\u6226\u7565\u5909\u66f4\u306e\u305f\u3081\u306e\u8a73\u7d30\u306a\u30ec\u30d3\u30e5\u30fc\u3092\u884c\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3069\u306e\u3088\u3046\u306a\u983b\u5ea6\u3092\u9078\u3076\u306b\u305b\u3088\u3001\u305d\u308c\u3092\u6587\u66f8\u5316\u3057\u3001\u4e00\u8cab\u3057\u3066\u5b9f\u884c\u3059\u308b\u3053\u3068\u3002\u3053\u306e\u898f\u5f8b\u306b\u3088\u308a\u3001\u77ed\u671f\u7684\u306a\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30ce\u30a4\u30ba\u306b\u53cd\u5fdc\u3059\u308b\u5224\u65ad\u3092\u9632\u304e\u3001\u6295\u8cc7\u6226\u7565\u306b\u7167\u3089\u3057\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u3092\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardise-your-reporting-format\">\u5831\u544a\u66f8\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u306e\u6a19\u6e96\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u7684\u306a\u30ec\u30dd\u30fc\u30c8\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002\u3059\u3079\u3066\u306e\u30ec\u30dd\u30fc\u30c8\u304c\u540c\u3058\u69cb\u9020\u306b\u5f93\u3063\u3066\u3044\u308c\u3070\u30012023\u5e743\u6708\u30682024\u5e743\u6708\u3092\u4e00\u76ee\u3067\u6bd4\u8f03\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30ec\u30dd\u30fc\u30c8\u671f\u9593\u306e\u30b7\u30f3\u30d7\u30eb\u306a\u69cb\u6210\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6982\u8981<\/strong>:\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u4fa1\u5024\u3068\u671f\u9593\u30ea\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li><strong>\u696d\u7e3e\u6982\u8981<\/strong>:\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3\u3001\u5e74\u7387\u30ea\u30bf\u30fc\u30f3\u3001\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u306e\u6bd4\u8f03<\/li>\n\n\n\n<li><strong>\u30ea\u30b9\u30af\u306e\u898b\u65b9<\/strong>:\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3001\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u3001\u30b7\u30e3\u30fc\u30d7\u30ec\u30b7\u30aa<\/li>\n\n\n\n<li><strong>\u8cc7\u7523\u30af\u30e9\u30b9\u5225\u8ca2\u732e<\/strong>:\u682a\u5f0f\u3001\u50b5\u5238\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u306e\u8ca2\u732e\u306f\uff1f<\/li>\n\n\n\n<li><strong>\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc<\/strong>:\u9810\u91d1\u3001\u5f15\u304d\u51fa\u3057\u3001\u53d7\u53d6\u53ce\u5165<\/li>\n\n\n\n<li><strong>\u89e3\u8aac<\/strong>:\u7d50\u679c\u3068\u5909\u66f4\u70b9\u306e\u8aac\u660e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u8cab\u6027\u306e\u3042\u308b\u8272\u3068\u30c1\u30e3\u30fc\u30c8\u306f\u3001\u5148\u6708\u306e\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u306e\u6570\u5b57\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u3092\u5f37\u8abf\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u89e3\u8aac\u3092\u81ea\u52d5\u7684\u306b\u7d44\u307f\u5408\u308f\u305b\u308b\u30db\u30ef\u30a4\u30c8\u30e9\u30d9\u30eb\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-technology-to-track-performance-at-scale\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u4f7f\u3063\u3066\u898f\u6a21\u306b\u5fdc\u3058\u305f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8ffd\u8de1\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u52d5\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306f\u3001\u5358\u4e00\u306e\u8a3c\u5238\u53e3\u5ea7\u306b\u306f\u6709\u52b9\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u4f55\u5343\u3082\u306e\u9867\u5ba2\u3001\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3001\u8907\u6570\u306e\u901a\u8ca8\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6301\u3064\u9280\u884c\u306b\u306f\u901a\u7528\u3057\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304b\u3089\u306e\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30c9\u3092\u81ea\u52d5\u5316\u3057\u3001\u8907\u6570\u671f\u9593\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8a08\u7b97\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30c7\u30fc\u30bf\u3067\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u6295\u8cc7\u4f1a\u793e\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u4eba\u54e1\u306b\u6bd4\u4f8b\u3057\u3066\u5897\u52a0\u3059\u308b\u3053\u3068\u306a\u304f\u30b9\u30b1\u30fc\u30eb\u30a2\u30c3\u30d7\u3059\u308b\u52b9\u7387\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u5411\u3051\u306e\u52b9\u7387\u7684\u306a\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5831\u544a\u306b\u306f\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u3001\u5b89\u5168\u306a\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u304c\u542b\u307e\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u7b2c\u4e09\u8005\u306e\u30a2\u30af\u30bb\u30b9\u306f\u5236\u5fa1\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u305a\u3001\u3059\u3079\u3066\u306e\u5909\u66f4\u306f\u8a18\u9332\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bd\u30d6\u30ea\u30f3CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5206\u6790\u3092\u4e00\u7b87\u6240\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3001\u30b8\u30e5\u30cd\u30fc\u30d6\u3001\u30ed\u30f3\u30c9\u30f3\u306e\u53e3\u5ea7\u30921\u3064\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u7d71\u5408\u3057\u3001\u81ea\u52d5\u8a08\u7b97\u3084\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3067\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3092\u60f3\u50cf\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automate-data-collection-and-reconciliation\">\u30c7\u30fc\u30bf\u53ce\u96c6\u3068\u7167\u5408\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30c7\u30fc\u30bf\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304b\u3089\u306e\u81ea\u52d5\u30d5\u30a3\u30fc\u30c9\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3084\u30b3\u30d4\u30fc\u30fb\u30da\u30fc\u30b9\u30c8\u4f5c\u696d\u304c\u4e0d\u8981\u306b\u306a\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u53ce\u96c6\u3092\u81ea\u52d5\u5316\u3057\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30ea\u30b9\u30af\u3092\u5287\u7684\u306b\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8abf\u6574\u4f5c\u696d\u306f\u4e0d\u53ef\u6b20\u3060\u30022020\u5e74\u4ee5\u964d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6570\u5024\u304c\u4fe1\u983c\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u3092\u660e\u7d30\u66f8\u3068\u7167\u5408\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u6642\u9593\u52a0\u91cd\u30ea\u30bf\u30fc\u30f3\u304b\u3089\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30fb\u30a8\u30e9\u30fc\u306b\u81f3\u308b\u307e\u3067\u3001\u5148\u306b\u8ff0\u3079\u305f\u3059\u3079\u3066\u306e\u6307\u6a19\u306e\u57fa\u790e\u3068\u306a\u308b\u306e\u304c\u3001\u30af\u30ea\u30fc\u30f3\u3067\u691c\u8a3c\u6e08\u307f\u306e\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9280\u884c\u3084\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u4e00\u5143\u5316\u3057\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u30a2\u30c9\u30d0\u30a4\u30b9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u304c\u4fe1\u983c\u3067\u304d\u308b\u3082\u306e\u3067\u3042\u308c\u3070\u3001\u5206\u6790\u306b\u3088\u308a\u6df1\u3044\u6d1e\u5bdf\u304c\u5f97\u3089\u308c\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-leverage-dashboards-and-client-portals\">\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u6d3b\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30ea\u30b9\u30af\u30fb\u30c1\u30fc\u30e0\u306f\u3001\u5e74\u521d\u6765\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30011\u67081\u65e5\u4ee5\u964d\u306e\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u3001\u5730\u57df\u5225\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306a\u3069\u3001\u4e3b\u8981\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3092\u5373\u5ea7\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u3067\u306f\u3001\u6295\u8cc7\u5bb6\u306f\u5b89\u5168\u306b\u30ed\u30b0\u30a4\u30f3\u3057\u3001\u624b\u52d5\u3067\u30ec\u30dd\u30fc\u30c8\u3092\u8981\u6c42\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b0\u30e9\u30d5\u3001\u914d\u5206\u5185\u8a33\u3001\u6587\u66f8\u3092\u95b2\u89a7\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4e00\u822c\u7684\u306a\u8996\u899a\u7684\u8981\u7d20\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>10\u5e74\u9593\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30c1\u30e3\u30fc\u30c8<\/li>\n\n\n\n<li>\u8cc7\u7523\u30af\u30e9\u30b9\u5225\u5186\u30b0\u30e9\u30d5<\/li>\n\n\n\n<li>\u4e3b\u306a\u8ca2\u732e\u8005\u3068\u4e0d\u652f\u6301\u8005\u306e\u8868<\/li>\n\n\n\n<li>\u5c06\u6765\u306e\u914d\u5f53\u91d1\u53ce\u5165\u4e88\u6e2c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u307e\u305f\u306f\u6577\u5730\u5185\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u900f\u660e\u6027\u3068\u53b3\u3057\u3044\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u4e21\u7acb\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u306f\u56db\u534a\u671f\u3054\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5f85\u3064\u3053\u3068\u306a\u304f\u3001\u8ca1\u52d9\u72b6\u6cc1\u306b\u3064\u3044\u3066\u306e\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-support-compliance-and-documentation\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u304a\u3051\u308b\u52b9\u7387\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306f\u3001\u6b27\u5dde\u306eMiFID\u3084\u30b9\u30a4\u30b9\u306eFINMA\u304c\u671f\u5f85\u3059\u308b\u3088\u3046\u306a\u898f\u5236\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u6295\u8cc7\u30e2\u30c7\u30eb\u3001\u9069\u5408\u6027\u8a55\u4fa1\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u306e\u5909\u66f4\u3092\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3067\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6587\u66f8\u5316\u306f\u3001\u76e3\u67fb\u3084\u5185\u90e8\u30ea\u30b9\u30af\u30fb\u30ec\u30d3\u30e5\u30fc\u306e\u969b\u306b\u5f79\u7acb\u3061\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u9069\u5207\u306b\u76e3\u8996\u3055\u308c\u3066\u3044\u305f\u3053\u3068\u3092\u8a3c\u660e\u3059\u308b\u3002\u307e\u305f\u3001\u53b3\u683c\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7dad\u6301\u3059\u308b\u30b5\u30dd\u30fc\u30c8\u306b\u3082\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fKYC\u3084\u9069\u5408\u6027\u3092\u542b\u3080\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7d71\u5408\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306f\u5e38\u306b\u6587\u66f8\u5316\u3055\u308c\u305f\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u30ea\u30f3\u30af\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u306e\u7d71\u5408\u304c\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30b0\u30ec\u30fc\u30c9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u4e00\u822c\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c8\u30e9\u30c3\u30ab\u30fc\u3068\u306e\u9055\u3044\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investment-firms-and-client-relationships\">\u6295\u8cc7\u4f1a\u793e\u3068\u9867\u5ba2\u3068\u306e\u95a2\u4fc2<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u671f\u5f85\u306e\u5909\u5316\u3084\u5e02\u5834\u74b0\u5883\u306e\u5909\u5316\u306b\u9069\u5fdc\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u67d4\u8edf\u6027\u3082\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002\u6295\u8cc7\u4f1a\u793e\u306f\u3001\u5e02\u5834\u74b0\u5883\u304c\u5909\u5316\u3057\u3066\u3082\u3001\u9867\u5ba2\u306e\u76ee\u6a19\u3084\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u6cbf\u3063\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7dad\u6301\u3067\u304d\u308b\u3088\u3046\u3001\u6226\u7565\u3084\u8cc7\u7523\u914d\u5206\u3092\u8abf\u6574\u3059\u308b\u6e96\u5099\u3092\u6574\u3048\u3066\u304a\u304b\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u512a\u5148\u3057\u3001\u67d4\u8edf\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u4f1a\u793e\u306f\u5f37\u56fa\u3067\u6c38\u7d9a\u7684\u306a\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u3069\u306e\u3088\u3046\u306a\u5e02\u5834\u74b0\u5883\u306b\u304a\u3044\u3066\u3082\u9867\u5ba2\u306e\u8ca1\u52d9\u76ee\u6a19\u306e\u9054\u6210\u3092\u652f\u63f4\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-interpret-results-and-take-action\">\u7d50\u679c\u3092\u89e3\u91c8\u3057\u3001\u884c\u52d5\u3092\u8d77\u3053\u3059<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306f\u3001\u5358\u306b\u30c7\u30fc\u30bf\u3092\u5897\u3084\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u3088\u308a\u826f\u3044\u610f\u601d\u6c7a\u5b9a\u306b\u3064\u306a\u3052\u3066\u3053\u305d\u52b9\u7387\u7684\u3067\u3042\u308b\u3002\u76ee\u6a19\u306f\u3001\u5177\u4f53\u7684\u306a\u884c\u52d5\u306b\u3064\u306a\u304c\u308b\u4fa1\u5024\u3042\u308b\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u6295\u8cc7\u5bb6\u306f\u3001\u5404\u671f\u306e\u6570\u5024\u3092\u78ba\u8a8d\u3057\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u4e88\u60f3\u3068\u7570\u306a\u308b\u7406\u7531\u3092\u554f\u3044\u3001\u30db\u30fc\u30eb\u30c9\u3059\u308b\u304b\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u3059\u308b\u304b\u3001\u6226\u7565\u3092\u5909\u66f4\u3059\u308b\u304b\u3092\u6c7a\u5b9a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u4f8b\u3048\u3070\u3001\u3042\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c2021\u5e74\u304b\u30892023\u5e74\u306b\u304b\u3051\u3066\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u4e0b\u56de\u3063\u305f\u5834\u5408\u3001\u30de\u30cd\u30b8\u30e3\u30fc\u306f\u305d\u306e\u539f\u56e0\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u30bb\u30af\u30bf\u30fc\u3084\u8a3c\u5238\u30ec\u30d9\u30eb\u306e\u8ca2\u732e\u5ea6\u3092\u6398\u308a\u4e0b\u3052\u308b\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u7684\u306f\u3001\u4e00\u6642\u7684\u306a\u30ce\u30a4\u30ba\u3068\u69cb\u9020\u7684\u306a\u554f\u984c\u3092\u533a\u5225\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u308c\u3088\u308a\u77ed\u3044\u671f\u9593\u306f\u3001\u6839\u672c\u7684\u306a\u554f\u984c\u3067\u306f\u306a\u304f\u5e02\u5834\u306e\u52d5\u304d\u3092\u53cd\u6620\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u305f\u3081\u3001\u53ef\u80fd\u306a\u9650\u308a\u5c11\u306a\u304f\u3068\u30823\u5e74\u304b\u30895\u5e74\u306e\u30a6\u30a3\u30f3\u30c9\u30a6\u3092\u4f7f\u7528\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5831\u544a\u66f8\u306e\u4e2d\u3067\u3001\u81ea\u5206\u306e\u7406\u7531\u3092\u30b3\u30e1\u30f3\u30c8\u3068\u3057\u3066\u6587\u66f8\u5316\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5f8c\u3067\u898b\u76f4\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u610f\u601d\u6c7a\u5b9a\u306e\u5c65\u6b74\u304c\u69cb\u7bc9\u3055\u308c\u3001\u4f55\u304c\u8d77\u3053\u3063\u305f\u304b\u3060\u3051\u3067\u306a\u304f\u3001\u306a\u305c\u7279\u5b9a\u306e\u884c\u52d5\u304c\u53d6\u3089\u308c\u305f\u304b\u3092\u8aac\u660e\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30ec\u30dd\u30fc\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monitor-asset-allocation-and-contributions\">\u8cc7\u7523\u914d\u5206\u3068\u5bc4\u4ed8\u306e\u76e3\u8996<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u7684\u306a\u904b\u7528\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u30ec\u30d9\u30eb\u3060\u3051\u3067\u306a\u304f\u3001\u5e38\u306b\u8cc7\u7523\u30af\u30e9\u30b9\u5225\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u898b\u3066\u3044\u308b\u3002\u7d50\u679c\u3092\u682a\u5f0f\u3001\u50b5\u5238\u3001\u4e0d\u52d5\u7523\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u306b\u5206\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u30ea\u30bf\u30fc\u30f3\u306e\u771f\u306e\u8981\u56e0\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bc4\u4e0e\u5ea6\u5206\u6790\u3067\u306f\u30012023\u5e74\u306e\u30ea\u30bf\u30fc\u30f3\u304c\u4e3b\u306b\u7c73\u56fd\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u3001\u6295\u8cc7\u4fe1\u8a17\u306e\u9078\u629e\u3001\u3042\u308b\u3044\u306f\u7570\u306a\u308b\u8cc7\u7523\u30af\u30e9\u30b9\u306b\u308f\u305f\u308b\u5e45\u5e83\u3044\u30df\u30c3\u30af\u30b9\u306b\u3088\u3063\u3066\u3082\u305f\u3089\u3055\u308c\u305f\u304b\u3092\u793a\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u6d1e\u5bdf\u306f\u3001\u4f55\u304c\u5b9f\u969b\u306b\u6a5f\u80fd\u3057\u3066\u3044\u308b\u304b\u3092\u7406\u89e3\u3057\u3088\u3046\u3068\u3059\u308b\u30d9\u30c6\u30e9\u30f3\u6295\u8cc7\u5bb6\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u76ee\u6a19\u304b\u3089\u5927\u304d\u304f\u305a\u308c\u305f\u5834\u5408\u3001\u4f8b\u3048\u3070\u682a\u5f0f\u304c\u4e0a\u6607\u5f8c\u306b60\uff05\u304b\u308975\uff05\u306b\u306a\u3063\u305f\u5834\u5408\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u6642\u671f\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u6700\u65b0\u306e\u30c4\u30fc\u30eb\u306f\u3001\u3053\u308c\u3089\u306e\u95be\u5024\u304c\u7834\u3089\u308c\u305f\u3068\u304d\u306b\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8\u3092\u751f\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5e38\u306b\u624b\u52d5\u3067\u30c1\u30a7\u30c3\u30af\u3059\u308b\u3053\u3068\u306a\u304f\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluate-costs-and-taxes\">\u30b3\u30b9\u30c8\u3068\u7a0e\u91d1\u306e\u8a55\u4fa1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u6570\u6599\u3068\u7a0e\u91d1\u306f\u9577\u671f\u7684\u306a\u6210\u679c\u306b\u5927\u304d\u304f\u5f71\u97ff\u3059\u308b\u305f\u3081\u3001\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306f\u5e38\u306b\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u904b\u7528\u624b\u6570\u6599\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30d5\u30a3\u30fc\u3001\u7d4c\u8cbb\u7387\u3001\u5546\u54c1\u30b3\u30b9\u30c8\u306f\u3059\u3079\u3066\u3001\u5b9f\u969b\u306e\u5229\u76ca\u3092\u6e1b\u5c11\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b8b\u9ad810\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3001\u5e74\u95936%\u306e\u30b0\u30ed\u30b9\u30fb\u30ea\u30bf\u30fc\u30f3\u3067\u300120\u5e74\u9593\u306e\u6bd4\u8f03\u3092\u8003\u3048\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30fc\u30eb\u30a4\u30f3\u6599\u91d1<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u7d42\u5024<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u9055\u3044<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>0.4%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>278,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>1.5%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>219,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>59,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0b<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">59,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u306e\u5dee\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u8cc7\u91d1\u304c\u6295\u8cc7\u3055\u308c\u3001\u8907\u5229\u904b\u7528\u3055\u308c\u305f\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u52b9\u7387\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u624b\u6570\u6599\u306e\u30b0\u30ed\u30b9\u3001\u30cd\u30c3\u30c8\u3001\u304a\u3088\u3073\u30ad\u30e3\u30d4\u30bf\u30eb\u30b2\u30a4\u30f3\u8ab2\u7a0e\u5f8c\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u306f\u771f\u306e\u4ed8\u52a0\u4fa1\u5024\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5546\u54c1\u304b\u3089\u624b\u6570\u6599\u30c7\u30fc\u30bf\u3092\u5f15\u304d\u51fa\u3057\u3001CRM\u306e\u8a18\u9332\u3068\u30ea\u30f3\u30af\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30b3\u30b9\u30c8\u306b\u95a2\u3059\u308b\u900f\u660e\u6027\u306e\u3042\u308b\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u53ef\u8996\u6027\u306f\u3001\u9867\u5ba2\u306e\u624b\u6570\u6599\u610f\u8b58\u304c\u9ad8\u307e\u308b\u306b\u3064\u308c\u3001\u307e\u3059\u307e\u3059\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-align-with-client-goals-and-risk-profiles\">\u9867\u5ba2\u306e\u76ee\u6a19\u3068\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u5408\u308f\u305b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u306e\u5c02\u9580\u5bb6\u306b\u3068\u3063\u3066\u3001\u52b9\u7387\u7684\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3068\u306f\u3001\u5404\u9867\u5ba2\u304c\u6587\u66f8\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u72b6\u614b\u306b\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u4fdd\u5b88\u7684\u306a\u6295\u8cc7\u3092\u597d\u307f\u30012019\u5e74\u306b\u4fdd\u5b88\u7684\u306a\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u8a2d\u5b9a\u3057\u305f\u9867\u5ba2\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u30022024\u5e74\u307e\u3067\u306b\u306f\u3001\u597d\u8abf\u306a\u682a\u5f0f\u5e02\u5834\u306b\u3088\u308a\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u9ad8\u6210\u9577\u30a2\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u3053\u306e\u9867\u5ba2\u306f\u3001\u305f\u3068\u3048\u30ea\u30bf\u30fc\u30f3\u304c\u826f\u3055\u305d\u3046\u306b\u898b\u3048\u3066\u3082\u3001\u5f53\u521d\u610f\u56f3\u3057\u305f\u4ee5\u4e0a\u306e\u30ea\u30b9\u30af\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u8ffd\u8de1\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u305d\u306e\u3088\u3046\u306a\u4e0d\u6574\u5408\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u4f1a\u8a71\u3084\u8abf\u6574\u306e\u53ef\u80fd\u6027\u3092\u4fc3\u3057\u307e\u3059\u3002InvestGlass\u306f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3068\u7d71\u5408\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4e0d\u4e00\u81f4\u306f\u5373\u5ea7\u306b\u53ef\u8996\u5316\u3055\u308c\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u7a4d\u6975\u7684\u306b\u884c\u52d5\u3092\u8d77\u3053\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ensure-data-quality-security-and-governance\">\u30c7\u30fc\u30bf\u54c1\u8cea\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u78ba\u4fdd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u7684\u306a\u8ffd\u8de1\u306f\u3001\u7279\u306b\u9867\u5ba2\u8cc7\u7523\u3092\u6271\u3046\u898f\u5236\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u4fe1\u983c\u3067\u304d\u308b\u30c7\u30fc\u30bf\u3068\u5b89\u5168\u306a\u30a4\u30f3\u30d5\u30e9\u306b\u4f9d\u5b58\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u30a2\u30af\u30bb\u30b9\u6a29\u306b\u3088\u308a\u3001\u6a29\u9650\u306e\u3042\u308b\u30b9\u30bf\u30c3\u30d5\u306e\u307f\u304c\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u8a2d\u5b9a\u3084\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u7de8\u96c6\u3067\u304d\u308b\u3002\u7279\u306b2022\u5e74\u30682023\u5e74\u306b\u4e16\u754c\u7684\u306a\u30c7\u30fc\u30bf\u6f0f\u6d29\u4e8b\u4ef6\u304c\u7e70\u308a\u8fd4\u3055\u308c\u305f\u5f8c\u3067\u306f\u306a\u304a\u3055\u3089\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3084\u6b27\u5dde\u306e\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u969b\u3001\u30c7\u30fc\u30bf\u306e\u6240\u5728\u3068\u4e3b\u6a29\u304c\u307e\u3059\u307e\u3059\u91cd\u8981\u306b\u306a\u3063\u3066\u304d\u3066\u3044\u308b\u3002\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u5185\u90e8\u65b9\u91dd\u3084\u898f\u5236\u4e0a\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u305f\u3081\u3001\u7ba1\u8f44\u533a\u57df\u5185\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u597d\u3093\u3067\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u591a\u304f\u306e\u9280\u884c\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u516c\u7684\u6a5f\u95a2\u304c\u8981\u6c42\u3059\u308b\u53b3\u3057\u3044\u30c7\u30fc\u30bf\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3001\u30b9\u30a4\u30b9\u307e\u305f\u306f\u6577\u5730\u5185\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308b\u30bd\u30d6\u30ea\u30f3\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintain-high-data-standards\">\u9ad8\u3044\u30c7\u30fc\u30bf\u6a19\u6e96\u306e\u7dad\u6301<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6696\u304b\u304f\u3001\u4eba\u9593\u304c\u8aad\u3081\u308b\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u53b3\u683c\u306a\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u30d7\u30ed\u30bb\u30b9\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u3005\u306e\u4fa1\u683c\u66f4\u65b0\u3001\u901a\u8ca8\u63db\u7b97\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u51e6\u7406\u306a\u3069\u3001\u3059\u3079\u3066\u304c\u6b63\u3057\u304f\u6a5f\u80fd\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6b6a\u3081\u308b\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u914d\u5f53\u91d1\u307e\u305f\u306f\u6240\u5f97\u306e\u652f\u6255\u3044\u304c\u306a\u3044<\/li>\n\n\n\n<li>\u591a\u901a\u8ca8\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u8aa4\u308a<\/li>\n\n\n\n<li>\u50b5\u5238\u4fa1\u683c\u306e\u9673\u8150\u5316\u307e\u305f\u306f\u66f4\u65b0\u306e\u9045\u308c<\/li>\n\n\n\n<li>\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30a2\u30af\u30b7\u30e7\u30f3\uff08\u5206\u5272\u3001\u5408\u4f75\uff09\u304c\u53cd\u6620\u3055\u308c\u3066\u3044\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5358\u7d14\u306a\u54c1\u8cea\u7ba1\u7406\u30eb\u30fc\u30c1\u30f3\u306b\u306f\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u306e\u660e\u7d30\u66f8\u306b\u5bfe\u3059\u308b\u4f8b\u5916\u30ec\u30dd\u30fc\u30c8\u3068\u5b9a\u671f\u7684\u306a\u30b5\u30f3\u30d7\u30ea\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af\u304c\u542b\u307e\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30eb\u30fc\u30eb\u306f\u3001\u4f8b\u3048\u3070\u7a81\u7136\u306e\u4fa1\u683c\u6025\u9a30\u3084\u30de\u30a4\u30ca\u30b9\u6b8b\u9ad8\u306e\u3088\u3046\u306a\u7570\u5e38\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u30c1\u30fc\u30e0\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306b\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-protect-client-data-and-meet-regulations\">\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4fdd\u8b77\u3068\u898f\u5236\u3078\u306e\u5bfe\u5fdc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306b\u306f\u3001\u8ee2\u9001\u6642\u304a\u3088\u3073\u9759\u6b62\u6642\u306e\u6697\u53f7\u5316\u3001\u5f37\u529b\u306a\u8a8d\u8a3c\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u8a31\u53ef\u304c\u5fc5\u8981\u3067\u3059\u3002\u95a2\u4fc2\u8005\u306e\u30a2\u30af\u30bb\u30b9\u306f\u5fc5\u8981\u306a\u4eba\u306b\u9650\u5b9a\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308b\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u898f\u5247\u3092\u9075\u5b88\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u304a\u5ba2\u69d8\u3084\u3001\u4f59\u5206\u306a\u5730\u57df\u7684\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u3092\u907f\u3051\u305f\u3044\u304a\u5ba2\u69d8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u7279\u306b\u3001\u6b27\u5dde\u306eGDPR\u3084\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306a\u3069\u306e\u67a0\u7d44\u307f\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u6a5f\u95a2\u306b\u95a2\u9023\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u3092\u5ff5\u982d\u306b\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3068\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u517c\u306d\u5099\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30a2\u30af\u30bb\u30b9\u6a29\u8981\u4ef6\u3068\u5b8c\u5168\u306a\u76e3\u67fb\u53ef\u80fd\u6027\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u304c\u898f\u5236\u57fa\u6e96\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u4fe1\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-embrace-technology-for-successful-investing\">\u6295\u8cc7\u6210\u529f\u306e\u305f\u3081\u306b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u53d6\u308a\u5165\u308c\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u7684\u306a\u6295\u8cc7\u8ffd\u8de1\u3068\u306f\u3001\u6bce\u65e5\u682a\u4fa1\u3092\u898b\u305f\u308a\u3001\u5e02\u5834\u52d5\u5411\u306b\u95a2\u3059\u308b\u898b\u51fa\u3057\u306b\u3044\u3061\u3044\u3061\u53cd\u5fdc\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u3044\u3002\u9069\u5207\u306a\u6307\u6a19\u3001\u9069\u5207\u306a\u30ec\u30d3\u30e5\u30fc\u983b\u5ea6\u3001\u4fe1\u983c\u3067\u304d\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u4f53\u7cfb\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u7684\u3092\u660e\u78ba\u306b\u3057\u3001\u4e3b\u8981\u306a\u6307\u6a19\u3092\u8ffd\u8de1\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6a19\u6e96\u5316\u3057\u3001\u81ea\u52d5\u5316\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u751f\u306e\u30c7\u30fc\u30bf\u3092\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u306b\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5206\u6563\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6301\u3064\u500b\u4eba\u6295\u8cc7\u5bb6\u3067\u3042\u308d\u3046\u3068\u3001\u4f55\u5343\u3082\u306e\u9867\u5ba2\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u9280\u884c\u3067\u3042\u308d\u3046\u3068\u3001\u539f\u5247\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u52a0\u3048\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u5168\u4f53\u50cf\u3092\u6c42\u3081\u308b\u898f\u5236\u6a5f\u95a2\u5411\u3051\u306b\u3001\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306aCRM\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u5b89\u5168\u6027\u3084\u900f\u660e\u6027\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u52b9\u7387\u6027\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u3059\u308b\u306b\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u53d7\u3051\u5165\u308c\u3001\u91cd\u8981\u306a\u3053\u3068\u306b\u96c6\u4e2d\u3057\u3001\u8ffd\u8de1\u30b7\u30b9\u30c6\u30e0\u3092\u9006\u306b\u5229\u7528\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u81ea\u5206\u306e\u305f\u3081\u306b\u5229\u7528\u3059\u308b\u306e\u3060\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-often-should-i-review-my-investment-performance-to-stay-efficient-but-not-obsessive\">\u6295\u8cc7\u52b9\u7387\u3092\u7dad\u6301\u3057\u3001\u3057\u304b\u3057\u57f7\u7740\u3057\u306a\u3044\u305f\u3081\u306b\u306f\u3001\u3069\u306e\u304f\u3089\u3044\u306e\u983b\u5ea6\u3067\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u898b\u76f4\u3059\u3079\u304d\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u307b\u3068\u3093\u3069\u306e\u9577\u671f\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u306f\u3001\u6708\u6b21\u307e\u305f\u306f\u56db\u534a\u671f\u3054\u3068\u306e\u8a08\u753b\u7684\u306a\u898b\u76f4\u3057\u3067\u5341\u5206\u3067\u3042\u308b\u30022020\u5e743\u6708\u306e\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u306e\u3088\u3046\u306a\u5927\u304d\u306a\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30a4\u30d9\u30f3\u30c8\u306e\u6642\u3060\u3051\u3001\u8ffd\u52a0\u306e\u30c1\u30a7\u30c3\u30af\u3092\u52a0\u3048\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30d7\u30ed\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u305f\u3081\u306b\u65e5\u3005\u306e\u5185\u90e8\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u3088\u304f\u5229\u7528\u3059\u308b\u304c\u3001\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u306f\u56db\u534a\u671f\u3084\u5e74\u6b21\u306e\u7d50\u679c\u306b\u96c6\u4e2d\u3059\u308b\u3002\u52b9\u7387\u6027\u306f\u3001\u5e02\u5834\u5168\u4f53\u306e\u65e5\u4e2d\u306e\u52d5\u304d\u3092\u9010\u4e00\u76e3\u8996\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u56fa\u5b9a\u3055\u308c\u305f\u30ec\u30d3\u30e5\u30fc\u65e5\u3068\u660e\u78ba\u306a\u30a2\u30b8\u30a7\u30f3\u30c0\u304b\u3089\u751f\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-minimum-set-of-metrics-i-need-if-i-am-just-starting-to-track-my-portfolio\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u59cb\u3081\u305f\u3070\u304b\u308a\u306e\u5834\u5408\u3001\u6700\u4f4e\u9650\u5fc5\u8981\u306a\u30e1\u30c8\u30ea\u30af\u30b9\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u306b\u3064\u3044\u3066\u306f\u3001\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3\u3001\u5e74\u7387\u30ea\u30bf\u30fc\u30f3\u3001\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3001MSCI\u30ef\u30fc\u30eb\u30c9\u30fb\u30cd\u30c3\u30c8\u30fb\u30c8\u30fc\u30bf\u30eb\u30fb\u30ea\u30bf\u30fc\u30f3\u306e\u3088\u3046\u306a\u5358\u4e00\u306e\u9069\u5207\u306a\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u304b\u3089\u59cb\u3081\u308b\u3002\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u591a\u984d\u306e\u62e0\u51fa\u3084\u5f15\u304d\u51fa\u3057\u3092\u958b\u59cb\u3057\u305f\u3089\u3001\u30de\u30cd\u30fc\u52a0\u91cd\u30ea\u30bf\u30fc\u30f3\u3092\u8ffd\u52a0\u3059\u308b\u3002\u6700\u521d\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u30b7\u30f3\u30d7\u30eb\u306a\u3082\u306e\u306b\u3057\u3001\u5b9a\u671f\u7684\u306b\u6295\u8cc7\u3092\u898b\u76f4\u3059\u3053\u3068\u306b\u6163\u308c\u308b\u306b\u3064\u308c\u3066\u3001\u5f8c\u3067\u5185\u5bb9\u3092\u5145\u5b9f\u3055\u305b\u308b\u3002\u6700\u521d\u306e\u3046\u3061\u306f\u3001\u8907\u96d1\u306a\u5206\u6790\u3088\u308a\u3082\u8ffd\u8de1\u3059\u308b\u7fd2\u6163\u306e\u65b9\u304c\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-i-track-performance-efficiently-using-only-spreadsheets\">\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3060\u3051\u3067\u52b9\u7387\u7684\u306b\u696d\u7e3e\u3092\u8ffd\u8de1\u3067\u304d\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1\u3064\u306e\u30d6\u30ed\u30fc\u30ab\u30fc\u3067\u4fdd\u6709\u3059\u308b\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u6570\u304c\u5c11\u306a\u3044\u5834\u5408\u306f\u3001\u7279\u306b\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u53ce\u96c6\u304c\u597d\u304d\u3067\u3042\u308c\u3070\u3001\u3046\u307e\u304f\u8a2d\u8a08\u3055\u308c\u305f\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304c\u6a5f\u80fd\u3059\u308b\u3002\u3057\u304b\u3057\u3001\u53e3\u5ea7\u6570\u3001\u901a\u8ca8\u6570\u3001\u6295\u8cc7\u5bfe\u8c61\u304c\u5897\u3048\u308b\u306b\u3064\u308c\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306f\u30a8\u30e9\u30fc\u3092\u8d77\u3053\u3057\u3084\u3059\u304f\u306a\u308a\u3001\u6642\u9593\u3082\u304b\u304b\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u6570\u5341\u4eba\u306e\u9867\u5ba2\u3092\u6271\u3046\u6a5f\u95a2\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001InvestGlass\u306e\u3088\u3046\u306a\u5c02\u7528\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63a1\u7528\u3057\u3001\u8a08\u7b97\u306e\u81ea\u52d5\u5316\u3001\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u306e\u7dad\u6301\u3001\u904b\u7528\u30ea\u30b9\u30af\u306e\u8efd\u6e1b\u3092\u56f3\u308b\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-i-compare-performance-across-different-currencies\">\u7570\u306a\u308b\u901a\u8ca8\u9593\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6bd4\u8f03\u3059\u308b\u306b\u306f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CHF\u3084EUR\u306a\u3069\u306e\u30d9\u30fc\u30b9\u901a\u8ca8\u3092\u9078\u629e\u3057\u3001\u4e00\u8cab\u3057\u305f\u70ba\u66ff\u30ec\u30fc\u30c8\u3092\u4f7f\u7528\u3057\u3066\u3001\u3059\u3079\u3066\u306e\u4fdd\u6709\u8cc7\u7523\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u305d\u306e\u901a\u8ca8\u306b\u5909\u63db\u3057\u307e\u3059\u3002\u52b9\u7387\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u901a\u8ca8\u63db\u7b97\u304c\u6bce\u65e5\u81ea\u52d5\u7684\u306b\u884c\u308f\u308c\u308b\u305f\u3081\u3001\u8907\u6570\u901a\u8ca8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u4f55\u5e74\u306b\u3082\u308f\u305f\u3063\u3066\u516c\u5e73\u306b\u6bd4\u8f03\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5831\u544a\u66f8\u306b\u306f\u3001\u300c\u3059\u3079\u3066\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6570\u5024\u306f\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3067\u8868\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u300d\u306a\u3069\u3001\u30d9\u30fc\u30b9\u901a\u8ca8\u3092\u660e\u8a18\u3057\u3001\u9867\u5ba2\u306b\u7d50\u679c\u3092\u63d0\u793a\u3059\u308b\u969b\u3084\u3001\u81ea\u8eab\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5065\u5168\u6027\u3092\u78ba\u8a8d\u3059\u308b\u969b\u306b\u6df7\u4e71\u304c\u751f\u3058\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-makes-investglass-different-from-generic-portfolio-trackers\">InvestGlass\u304c\u4e00\u822c\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c8\u30e9\u30c3\u30ab\u30fc\u3068\u7570\u306a\u308b\u70b9<\/h3>\n\n\n\n<p 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tracking means using the right metrics, tools, and review routines rather than watching stock prices every day Combine total return, time weighted and money weighted returns, risk indicators, and benchmark comparison to understand true portfolio performance Disciplined review cycles, clear reporting, and documented decisions matter more than constant tinkering Technology platforms like InvestGlass with Swiss data hosting can automate data collection, analytics, and performance reporting for regulated institutions Efficiency also means respecting compliance, tax, and data privacy requirements while still giving clients clear, timely information Why Efficient Performance Tracking Matters There is a big difference between casually checking your brokerage app during lunch and building a structured process that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49077,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,45,95],"class_list":["post-49078","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-digital-onboarding","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Track Investment Performance Efficiently | InvestGlass<\/title>\n<meta name=\"description\" content=\"Efficient tracking means using the right metrics, tools, and review routines\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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