Victoria Denisova
Deputy CEO, Head of Retail
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ATON provides its clients with a new service: Personal Investments. This segment of our business offers access to a full range of services in the field of asset management, which includes mutual funds, internet trading, brokerage, and access to international markets. Our professional team assists our customers in making the right investment decisions.
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Personalized investments offer a combination of asset management products and services allowing to create the most appropriate investment portfolio for almost any client. Depending on the client’s investment horizon, risk tolerance, and experience, our dedicated managers can find a solution that most adequately meets the goals and objectives of every client.
Stock market
We offer a full range of products and services in the Russian stock market, including direct market access via the trading platform, order execution by phone, analysts’ comments, personal sales-trader: trade ideas, research support, portfolio status, current market developments, margin lending, REPO, bonds, foreign securities.
Mutual funds
Mutual fund is a collective investment scheme that opens up the Russian stock market to the broadest investor base. With 10,000 roubles worth of capital, one can become both an equity and fixed-income investor.
Mutual fund is the best tool for those who expect their investments to generate potential return above the current bank deposit rate but, at the same time, for various reasons are not prepared to follow the prices of financial instruments and make trades on an on-going basis. A mutual fund investor does not need either any special knowledge or exchange trading skills: by acquiring an investment unit you transfer the management of your funds to the professional team of managers.
AMC Aton-management employs one of the strongest asset management teams in the market as evidenced by its performance results. In 2009, Open-ended equity investment fund ATON – Equity Fund posted yield in excess of 140 %*.
* Open-ended equity investment fund ATON – Equity Fund was listed 2nd in Forbes Russia rating that evaluated funds in the similar category for the past 3-year period.
Information on the incremental growth of unit value for the period from January 1, 2009 till December 31, 2009.
Discretionary asset management
Discretionary asset management is a type of investment available both to retail and corporate clients.
Client’s participation in the investment process is limited to choosing a strategy to be followed by the fund manager. We offer our clients several basic management strategies to choose from: starting from capital preservation strategy to active equity strategy.
As part of discretionary asset management, the client can keep track of the management performance results by receiving regular personalized reports and has access to professional advisory support with regard to all aspects of asset management operations. At the same time, discretionary management allows to efficiently invest available funds without the need to constantly follow various financial instruments’ prices, analyze stock market and money market developments, and deal with the taxation issues.
Eurobond market
Access to the Eurobond market enables the clients to generate returns which are above average bank deposit rates, but just as secure. Foreign debt market is very diverse and offers instruments with various risk profiles, from the largest corporations with investment-grade rating to distressed assets on the brink of bankruptcy with yields of up to 50-100%.
Structured products
Structured product is a stock market investment with capped risk. This is a product that would suit those investors who seek returns much higher than bank deposits but at the same time are not willing to take risks above a certain threshold level.
In 2009, such products generated return of up to 40% with the maximum risk of 10%. For large investors we can create products with capital guarantee from the leading global banks and yield pegged to any instruments in the world financial markets (equity indices or equity portfolios, commodity markets, currencies, interest rates, and so on).
Hedging client transactions and investment portfolios
Access to the global financial markets enables us to offer our clients not only insurance for their stock market investments, but also hedging instruments for their foreign trade transactions involving forex risks or risks of the changing prices of underlying assets.
Portfolio building
Our financial advisors will build a client’s personalized portfolio depending on the investment timeframe, investment objectives, invested amount, client’s risk tolerance, currency diversification, and necessary liquidity.
For the convenience of our clients, the above criteria can be worked out both during a meeting in person and by phone.
Contacts
