TKB Investment Partners – one of the largest non-State asset management company in Russia
Highest security rating from Rating Agency RAEX («Expert RA»)
7 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 7 billion of assets under management and advisory (as of 30.10.2020) 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 7 billion assets under management as at the end of October 2020, 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 16-20 November, 2020: Russia outperforms EMs for the third week running
Russian equity market dynamics Last week, the Russian equity market outperformed the broader emerging markets (EM) index. This was mainly due to Russia-specific factors, such as the rouble strengthening, which likely occurred on the back of foreign investors’ increased interest in local bonds. Week YTD MSCI Russia 10/40 TR in USD 2.7% -10.9% MSCI EM index TR in USD 1.8% 10.6% Excess return 1.0% -21.5% Due to Russia specific factors* 1.0% -3.4% Due to difference in sector structure* 0.0% -18.1% Key commodities** Oil 5.6% -33.3% Gold -0.8% 23.8% FX RUB/USD 1.3% -18.6% RUB/EUR 1.8% -22.9% * See details of24.11.2020
- Market Pulse
Russian Equities Weekly 9-13 November, 2020: Leading the broader emerging markets
Russian equity market dynamics Last week, the Russian equity market outperformed the broader emerging markets (EM) index mostly thanks to the difference in the sector structure. The Russian index’s overweight in the energy sector supported the market as oil prices rose by 8% on news of the high efficacy rate revealed in late-stage trials of the Pfizer COVID vaccine. The EM consumer discretionary sector declining by 5% also contributed to the Russian market’s relative performance. Week YTD MSCI Russia 10/40 TR in USD 2.7% -13.3% MSCI EM index TR in USD 1.0% 8.7% Excess return 1.6% -21.9% Due to16.11.2020