運用指図者

[adamu]

Any suggestions for how to translate this?

My best attempt is "investment manager" but that gives the completely wrong impression.

"Person who has stopped their contributions but still has funds invested"...

"Person who had good intentions but life happened..."

[sutebayashi]

I’m guessing the context is someone using iDeCo or whatever so I’d just go with a direct “individual investor”.

[adamu]

I’m guessing the context is someone using iDeCo.

This is the iDeCo forum

I went with "maintenance" status. Anything that contains "investment" is quite confusing, as that could apply to contributing "members" (加入者) too.

[TunaSki]

Any suggestions for how to translate this?

My best attempt is "investment manager" but that gives the completely wrong impression.

"Person who has stopped their contributions but still has funds invested"...

"Person who had good intentions but life happened..."

Sounds like what usually gets referred to as an “investment instructor”

https://www.faq.sjdc.co.jp/faq/show/151 ... in=english

[adamu]

Any suggestions for how to translate this?

My best attempt is "investment manager" but that gives the completely wrong impression.

"Person who has stopped their contributions but still has funds invested"...

"Person who had good intentions but life happened..."

Sounds like what usually gets referred to as an “investment instructor”

https://www.faq.sjdc.co.jp/faq/show/151 ... in=english

Oh nice find. But is it really usual, or just in that one place?

[TunaSki]

Any suggestions for how to translate this?

My best attempt is "investment manager" but that gives the completely wrong impression.

"Person who has stopped their contributions but still has funds invested"...

"Person who had good intentions but life happened..."

Sounds like what usually gets referred to as an “investment instructor”

https://www.faq.sjdc.co.jp/faq/show/151 ... in=english

Oh nice find. But is it really usual, or just in that one place?

As far as I’m aware, It’s the usual terminology used to define someone who has lost (or cancelled) enrollment in an iDeCo or DC, but continues to manage their dormant account with switching instructions.

[adamu]

As far as I’m aware, It’s the usual terminology used to define someone who has lost (or cancelled) enrollment in an iDeCo or DC, but continues to manage their dormant account with switching instructions.

Makes sense, but I'm curious what makes it the usual terminology? The only place that terminology shows up for me is the link you provided, as far as I can see.

Being used by one company means they probably pulled the translation out of thin air, just like I did. So in that case, we might have a chance to decide a better translation, if we can think of one.

[sutebayashi]

“Investment instructor” is a quite literal translation of the Japanese (指図), but if an English reader reads it I think it could come across to them as something akin to a financial planner.

I used to work in the securities business and I recall this Japanese term being used in the context of the Toshin mutual fund business, and I guess that’s why it appears in the iDeCo context (sorry I just check the active discussions and overlooked the board it is in).

But I think it is reasonable to assume that typical English reader wouldn’t know much about the scheme of Japanese Toshin products, hence why I’d forget the Japanese 専門用語 and just describe it in a way that makes sense to the typical reader. I’m not a pro translator though, it’s just how I think about it.

[adamu]

I used to work in the securities business and I recall this Japanese term being used in the context of the Toshin mutual fund busines

That's interesting info, do you have an example of it being used in the wild? I'm fine with that if it's the de-facto standard. It's just a term people will have to learn. But like you said, if it's not, we can probably do better.

[RetireJapan]

'someone who is managing their investments but no longer contributing to them'