TKB Investment Partners – one of the largest non-State asset management company in Russia
A++
Highest security rating from Rating Agency RAEX («Expert RA»)
6.5 bln USD
Assets under management
8
Position in the ranking of the Expert RA
in terms of assets under management
Features
Focus
TKB Investment Partners (JSC) is the largest non-State asset management company in Russia with USD 6.5 billion of assets under management and advisory (as of 29.04.2022) 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.
- Clients
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.
Our firm
TKB Investment Partners (JSC) is the largest non-State asset management company in Russia. With USD 6.5 billion assets under management as at the end of April 2022, 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.
- Focus
Products and strategies only where we have demonstrated expertise
- Specialization
Deep knowledge of the market with all investment professionals resident in Russia
- Client centric
Tailored strategies, responsive and fast servicing
- Control
Risk management an integral part of the investment process
Highest security rating from Rating Agency RAEX («Expert RA»): A++, Rating outlook — "stable".
Corporate brochure in PDFOur clients
- Mutual funds
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.
- Institutional mandates
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.
- Closed end funds
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 for all Russian asset classes.
Journal
Market PulseCoal embargo, Alrosa in the SDN list, IT sanctions ease and the key rate cut
The EU approved the fifth round of sanctions New sanction measures include: Ban on coal imports from Russia starting from August 2022 Full ban on transactions with 4 banks, which have previously been cut off from SWIFT: VTB Bank, Novikombank, Sovcombank and Bank Otkritie Ban on imports of selected categories of goods from Russia, including timber, cement, seafood and alcohol. Import restrictions are imposed on up to EUR 5.5 billion per year worth of goods Ban on the export to Russia of quantum computers, semiconductors and transport equipment. Export restrictions are imposed on up to EUR 10 billion per year
11.04.2022
ResearchRussia pays its debts in roubles, Sberbank and Alfa-Bank are in the SDN list
The US bans use of Russia’s frozen reserves for servicing of government debt On April 4, Russia was supposed to make payments on two government bonds totaling more than USD 60mln. The state planned to fund the debt payments with the part of its frozen reserves in the US, the same way as it did in March. However, this time the US blocked the use of Russia’s reserves, and Russia’s Ministry of Finance decided to make the payment in roubles. The payments were directed to type “C” accounts of non-residents, from which taxes, duties, fines, commissions in Russia can be
08.04.2022
Contact us
Address: 69/71, lit. A, Marata Street, Saint Petersburg, 191119, Russia
Phone: +7 812 332-7-332
Fax: +7 812 324-65-57
E-mail: info@tkbip.ru