Trust management

Halyk Finance is pleased to offer customized portfolio management

for institutional investors and large private investors.

Trust Management for Institutional Investors

Halyk Finance is one of the largest asset management companies in Kazakhstan and Central Asia. Our advantages:

More than 8 years of successful asset management experience with large Kazakhstani institutional investors
Experienced team of portfolio managers deeply understand the regulatory investment conditions for institutional investors in Kazakhstan, actively participate in working groups to develop and improve legislation in the field of regulation of institutional investors

Trust management for large private investors

Halyk Finance provides asset management services for large private investors. We consider the situation of each client individually. When developing an investment strategy, among other things, we take into account the following factors:

Investment goals and target returns (ROI)
Risk tolerance degree
Investment horizon
Client`s investment limits (current financial condition of the investor, age, plans for the coming years, the need to maintain regular expenses, etc.)

Trust asset management includes

Identify individual investment strategy of a client taking into account his income, financial needs, risk tolerance, time horizon, taxation, internal restrictions and other factors	Determining the list of financial instruments in which investments will be made (stocks, bonds, derivatives, ETFs, etc.), as well as investment limits (geographical, per 1 issuer, industry, currency, etc.)
Development and approval of a trust management agreement and investment declaration in accordance with an individual investment strategy	Portfolio formation and its periodic update in accordance with changing market conditions and client`s priorities
Continuous monitoring of investment limits and risks	Portfolio reporting on a daily basis in accordance with the requirements of the legislation of the Republic of Kazakhstan and the wishes of the client

Transferring a portfolio to trust allows

concentrate customer resources on core business

reduce investment costs

reduce investment risks

rationalize the use of time and customer resources

increase return on investment portfolio

Proven by years, approved by customers

Our team of true professionals