TKB Investment Partners – one of the largest non-State asset management company in Russia
Highest security rating from Rating Agency RAEX («Expert RA»)
6 bln USD
Assets under management
Position in the ranking of the Expert RA
in terms of assets under management
TKB Investment Partners (JSC) is the largest non-State asset management company in Russia with more than USD 6 billion of assets under management and advisory (as of 31.03.2021) and the highest reliability rating from the leading Russian Rating Agency RAEX («Expert RA»).
- Investment solutions
Actively managed portfolios can significantly outperform the market. Our investment team, which is one of the largest and most experienced in Russia, specialises in equity portfolio management, fixed income, balanced strategies and capital protection strategies.
Our investment strategies are tailor-made to meet our clients’ needs. Among our Russian and international clients are large non-state pension funds, insurance companies, non-profit organisations and private investors.
TKB Investment Partners (JSC) is the largest non-State asset management company in Russia. With more than USD 6 billion assets under management as at the end of March 2021, the company has offices in Moscow and St. Petersburg and is one of the largest managers in the world of long-only Russian investments for external clients, including some of the world’s largest pension funds, insurance companies, financial institutions, fund-of-funds and wealth managers.
With deep experience across all market capitalisations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and core equity products. Thorough research is performed throughout Russia, the Ukraine and Central Asia to identify best-in-breed companies, including direct site visits and regular meetings with senior executive management.
Products and strategies only where we have demonstrated expertise
Deep knowledge of the market with all investment professionals resident in Russia
Tailored strategies, responsive and fast servicing
Risk management an integral part of the investment process
Highest security rating from Rating Agency RAEX («Expert RA»): A++, Rating outlook — "stable".
Management of a diversified retail fund range
Seven open-ended mutual funds sold across Russia via extensive network of bank distributors
Asset classes include high conviction equity, balanced, fixed income and a fund of funds.
Management of Russian pension savings and reserves since 2003
Extensive client list across public and non-public sectors
Proprietary risk-budget approach to provide absolute return and conservative balanced strategies.
Dedicated institutional client products
Asset classes include listed securities, venture capital, private equity and real estate.
Russian, Emerging Europe and BRIC equity funds domiciled in Europe and Asia
Exclusive investment advisor to BNP Paribas Asset Management and Formuepleje for all Russian asset classes.
- Market Pulse
Russian Equities Weekly 26-30 April, 2021: Under geopolitical risks pressures
Russian equity market dynamics Last week, the Russian equity market underperformed the broader emerging market (EM) index by 2.4%. Geopolitical developments put pressure on the Russian market. The European Union parliament passed a resolution to exclude Russia from the SWIFT international online payments system, stop imports of Russian oil and gas and pause the Nord Stream 2 gas pipeline project, among other measures. However, this resolution is nonbinding. In the past, the European Council has ignored the parliament’s suggestions for stricter policies against Russia. Week YTD MSCI Russia 10/40 TR in USD -2.7% 3.8% MSCI EM index TR in05.05.2021
- Market Pulse
Russian Equities Weekly 19-23 April, 2021: Central Bank of Russia raises its key rate to 5%
Russian equity market dynamics Last week, the Russian equity market outperformed the broader emerging market (EM) index by 1.2%. The relative outperformance was mainly due to Russia-specific factors. Sanctions fears eased further as investors saw no material effect from the latest sanctions on the Russian economy. According to the Central Bank of Russia, the outflow from Russian government debt since the sanctions were announced has totalled RUB 43 billion (USD 0.6 billion), which it views as insignificant. Week YTD MSCI Russia 10/40 TR in USD 1.5% 6.7% MSCI EM index TR in USD 0.3% 5.2% Excess return 1.2% 1.5%27.04.2021