In countries with "old" money, where inheritance tax accounts for 40–50%, if not 70%, of the capital for some types of assets, the choice of investment strategy serves to reduce the amount of money in inheritance tax.
 
 

Tools for institutions

 
 

Troika Dialog Asset Management is a market leader in terms of funds under management. As of today, 50% of our clients’ assets are made up of funds belonging to institutional clients.

Our institutional investors consist both of private funds, such as private pension funds, insurance companies, banks and corporate clients, and state-owned funds and governmental organizations.

We manage the assets of a number of state funds, such as the State Pension Fund of the Russian Federation (within the pension reform), the Federal Public-State Fund for the Protection of Investors' And Shareholders' Rights, and the Cumulative Mortgage Housing Provision System for Servicemen.

In March 2008, Troika Dialog AM won the rights to become the financial consultant for the Russian Corporation of Nanotechnologies RUSNANO. The project has now been completed successfully.

The trust of governmental organizations is testimony to the company's high reliability and to the expertise of its specialists.

 
   
 

Website legal regime

Closed joint stock company "Investment Company "Troika Dialog" may provide brokerage and depository services on the basis of the following licenses granted by FSFM of Russia and provide other related services on the securities market:

— ¹177-06514-100000 for brokerage activities as of April 08, 2003;
— ¹177-06518-010000 for dealer activities as of April 08, 2003;
— ¹177-06522-001000 for securities management activities as of April 08, 2003;
— ¹177-06527-000100 for depository activities as of April 08, 2003;

Informative and analytical services and data are provided by CJSC IC "Troika Dialog" only within the framework of the abovementioned services and do not constitute a separate kind of activity.

CJSC IC "Troika Dialog" may refuse to provide services to persons who do not meet the requirements, imposed by CJSC IC "Troika Dialog" for its clients, or when legislation applicable to such persons prohibits/restricts the provision of these services to them, as well as in other cases stipulated by applicable legislation and/or internal regulations of CJSC IC "Troika Dialog".

Please refer any comments and suggestions related to this website to our webmaster.

 
Troika Dialog
4 Romanov pereulok, Moscow, Russia   |   Phone +7 495 258 0516   |   Fax +7 495 258 0514   |   www.troikadialog.com