 |
|
|
|
|
2008
- TDAM becomes financial consultant for Russian Corporation of Nanotechnologies (RCNT): it wins the competition for the management of RCNT's temporary funds.
- Troika Dialog begins active asset management operations in the Ukraine and signs an agreement for management of assets of the Ukrtelecom private pension fund – the largest private pension fund in the Ukraine.
- TDAM expands its agent distribution network – SlavinvestBank becomes the 15th agent for TDAM’s mutual funds.
- TDAM is once again named the Best Asset Manager in Russia in the Global Finance magazine’s annual rating of Russia’s Best Banks and Companies.
- For two years running, TDAM wins "The Russian Mutual Funds Market" competition by the National League of Management Companies and becomes winner in several nominations of the "Financial Olympus" National Prize.
- TDAM becomes an absolute leader in managing personal pension savings for a three-year period: it displays the largest result in return on investments among all the asset management companies – 27% three-year average (compared to 7.9%, the result of Vnesheconombank).
- Interval mutual fund "Troika Dialog – High Yield Fixed Income" is once again named the best in return out of all fixed income-based interval funds (Investfunds – 2006; AZIPI, RBC daily - 2007).
2007
- Bank Societe Generale Vostok, CIT Finance Investment Bank, Russian Standard Bank, International Moscow Bank, Credit Bank of Moscow, Novikombank, and First Czech-Russian Bank agree to act as an agent for TDAM’s mutual funds.
- TDAM opens its offices in Chelyabinsk, Rostov-on-Don, Kazan, Naberezhnye Chelny, Perm, Volgograd, Krasnodar, and Togliatti.
- TDAM launches new mutual funds: "Troika Dialog - Consumer Sector", "Troika Dialog - Oil and Gas Sector", and "Troika Dialog - Financial Sector".
- TDAM becomes the first asset management company in Russia to manage an endowment fund.
- TDAM releases a new, unique product on the Russian market of collective investments – the open-ended mutual fund "Troika Dialog – Life", which combines advantages of the Long Term Capital Appreciation strategy and the opportunity to involve stakeholders of ordinary funds in the life insurance program.
2006
- TDAM confirms its position as an undisputed leader of the open-ended mutual fund market – its market share reaches 30%.
- Total assets under management exceed the record-breaking $3.5 bln.
- TDAM launches three new interval mutual funds: Electricity, Telecommunications and Metals, and a new open-ended fund Federal.
2005
- TDAM launches two new interval mutual funds: High-Yield Fixed Income and Potential.
- Authoritative US journal Global Finance names Troika Dialog Best Asset Management Company in Russia 2004.
- Ilya Muromets rated second largest open-ended mutual fund in Russian: total assets under management top R800 mln. Dobrynia Nikitich holds the first place, with more than R2.5 bln under management.
- TDAM’s funds now hold more than R3.7 bln, and the company has a 24% share of the open-ended mutual fund market.
2004
- TDAM is named Best Asset Management Company for 2003 in the annual NAUFOR Securities Market Elite awards.
- TDAM launches the National Real Estate Fund.
- The total value of the assets under management exceeds $500 mln.
- The total value of TDAM’s four mutual funds exceeds R2.5 bln, having more than doubled in less than a year.
2003
- Both NAUFOR and Expert RA award TDAM their highest ratings (AAA and A++, respectively).
- The total value of Dobrynia Nikitch exceeds R1 mln.
- TDAM wins the right to operate as a private pension management company.
- The total value of TDAM’s four mutual funds exceeds R1 mln.
- TDAM launches Sadko, a new open-ended mutual fund that invests primarily in hard-currency Sovereign bonds.
2002
- The total value of Ilya Muromets exceeds R300 mln.
2001
- Ilya Muromets celebrates its fifth anniversary, with more than R280 mln under management and some 800 investors.
- TDAM and Van Eck Global join forces to launch the Van Eck Troika Dialog Fund, set up to invest in Russia and emerging markets in Eastern Europe.
- TDAM launches Druzhina, an open-ended mutual fund designed to cater to pension funds and other investors that require a balanced investment strategy.
2000
- TDAM announces the launch of the Index Fund, the first of its kind in Russia.
1999
- TDAM receives its license to manage securities.
- TDAM signs an agent agreement with Troika Dialog.
1998
- TDAM is appointed asset manager for the Federal Small Business Fund.
- TDAM wins a tender for the right to manage the assets of the Federal Fund for the Defense of Investors’ and Shareholders’ Rights.
- The Bank of Moscow agrees to act as an agent for TDAM’s mutual funds.
- TDAM launches the Troika Dialog Lexington Russia-Eurasia Opportunity Fund.
1997
- TDAM launches Dobrynia Nikitich, an open-ended mutual fund that focuses mainly on Russian equity.
- TDAM receives its license to manage assets for non-state pension funds.
1996
- TDAM launches Ilya Muromets, the first of a family of open-ended mutual funds named after the Bogatyry (knights) in Russian folklore.
- TDAM receives its license to operate mutual funds.
- The Lexington Troika Dialog Fund opens for subscription in the US.
- TDAM and the Lexington Management Corporation set up the Lexington Troika Dialog Fund, the first US-registered mutual fund dedicated to Russian securities.
- April 1 – TDAM is registered.
|
|
|
|
