Insurance companies seeking to invest a large part of their reserves are advised to consider our managed accounts, which can be customized to cater to all policy requirements and offer clear advantages:

• Unlike with mutual funds, the proportion of insurance reserves that may be invested in managed accounts is not capped at 5%.
• We can design an investment portfolio that takes into account the client’s yield, risk and liquidity objectives in strict accordance with Russian legislation governing the placement of insurance reserves.

align=justifyAs our extensive experience in this segment has shown, choosing the right strategy depends largely on a company’s insurance portfolio. This encompasses not only the amount of any money owed to policyholders but also the time period and regularity of payouts, as well as any possible one-off payments. On this basis, the three most important factors for insurance companies investing their reserves are:

1. Low risk (i.e. protection of the original investment).
2. High liquidity (i.e. being able to access the money at fairly short notice without penalty).
3. Decent returns (that correspond to the risk involved).

We offer two strategies that fulfill all of these requirements: Total Return Fixed Income (debt) and Balanced (equity and debt).

How does one invest in a managed account?
The process is straightforward:

1. Choose an investment strategy and complete an application form.
2. After having received your application, we will send you a managed account agreement.
3. Sign the agreement and bring it together with the necessary documents to one of our offices.
4. Your account will be opened and money can be transferred whenever necessary.

What information do you provide?
You will receive the following:

1. Statement showing the account balance.
2. Profit and loss report.
3. Portfolio breakdown.
4. Summary of the fees and commission charged.

For more information, please call us today:
+7 (495) 540 5400
+7 (495) 258 0534