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 5-9 April, 2021: Further inflation rise
Russian equity market dynamics Last week, the Russian equity market underperformed the broader emerging market (EM) index by 2.4%. The relative underperformance was mainly due to a Russia-specific factor: Uncertainties over developments on the Russia-Ukraine border continued to put pressure on the market. Tensions between the two countries continue to escalate. In support of Ukraine, the US declared it is considering deploying warships to the Black Sea in the next few weeks. Week YTD MSCI Russia 10/40 TR in USD -3.0% -0.5% MSCI EM index TR in USD -0.6% 3.4% Excess return -2.4% -3.9% Due to Russia specific factors* -2.2%13.04.2021
GEM equity funds of funds management approach is structurally better than single GEM fund management from ESG perspective
In our view, a fund of funds approach to investing in global emerging market (GEM) equities is better than a single fund approach in terms of seeking the most benefit from integrating environmental, social & governance (ESG) considerations. With a funds of funds management approach, there are normally more people involved in ESG integration and in engagement with investee companies. These teams are also generally more diverse than teams managing single GEM funds. Size of investment team matters when it comes to ESG benefits The difficult elements when it comes to embedding ESG considerations within equity portfolio management is integration06.04.2021