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Trust management is a type of professional activities for the customers' asset management on financial markets to preserve and augment their capital.

Trust Management Services by Sberbank Asset Management CJSC

Investing in securities requires professional skills, profound market knowledge and experience gained over a number of years. Since 1996, Sberbank Asset Management CJSC* (before November 2012 – Troika Dialog Asset Management CJSC) has been providing services for the trust management of assets. Over these years, we have taken a leading position on the market. Due to their extensive knowledge and rich stock market experience, our portfolio managers have repeatedly been recognised the best in Russia.

* Sberbank Asset Management CJSC. FFMS licence No. 177-06044-001000 of 7 June 2002 for the management of securities. 4 Romanov Lane, 125009 Moscow, Russia. www.sberbank-am.ru.

Benefits of trust management at Sberbank Asset Management CJSC

  • 17 years of successful management of customers' funds;
  • an individual approach to the creation of an investment portfolio for each customer;
  • high quality of customers' asset management thanks to a thoroughly built investment process. Our analytical team of 6 stock analysts and 3 credit analysts performs a thorough fundamental and credit analysis of securities before recommending them for inclusion into investment portfolios;
  • experienced portfolio managers recognised among the best on the Russian market;
  • regular provision of detailed reports on the condition of the investment portfolio;
  • good knowledge of Russian business and established relations with major issuers allowing for well-founded investment decisions.

Private and corporate customers as well as insurance companies and pension funds can use the asset trust management service.

Investment objects:

  • shares of Russian companies;
  • bonds of Russian issuers — federal, sub-federal, municipal and corporate;
  • other financial instruments**.

** Depending on the selected strategy.

Customers are offered a wide range of investment strategies with various profitability to risk ratios: from a highly profitable speculative strategy to a conservative bond strategy. Professional advisers will help you choose a strategy that most fully meets your financial goals, income expectations and acceptable risk level.

All strategies offered by Sberbank Asset Management CJSC are described in detail on the managing company's website at www.sberbank-am.ru.

Please remember that investments in stock market instruments are fraught with risk. While it is possible to gain profit which is significantly higher than bank deposit rates, there is also a probability of losses. The managing company does not guarantee any return on your investments transferred for trust management. Moreover, since the market risk of investments is borne by the customer, with a certain scenario on the stock market the investments may have a negative financial result.

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