The main objective of the Plan is to achieve long-term capital growth by actively allocating assets between global fixed income securities as well as up to 50% of assets being allocated to equities and equity funds.
In order to mitigate risks, investments are diversified across different asset classes, geographic regions and currencies.
Max 1.100% / year
Fixed management fee: 0.48% year
Perfomance fee: 0.62% year
Zigurds Vaikulis, Andris Kotāns
CBL Asset Management is one of the leading investment management companies in the Baltic States and provides the following services - state-funded pension plan management, proprietary investment fund management and portfolio management for private, corporate and institutional clients, both local and international.
The high quality of IPAS CBL Asset Management services is ensured by the largest team of investment professionals in Latvia – 14 experienced portfolio managers, analysts and economists take care on a day-to-day basis of pension fund investments, securing optimal risk and return balance at low costs.
We combine our long term and extensive expertise in European and Emerging Market countries financial markets with careful selection, regular analysis and continuous monitoring of other investment managers’ products that represent different world regions and asset classes. Whilst managing pension plans, apart from investing in international companies, we also invest in local Latvian companies – so alongside increasing your pension capital, we also promote the development of Latvian economy.
40003577500
20.09.2002
EUR 5 904 918
AS "KPMG Baltics"
Republikas laukums 2a, Rīga, LV-1010, Latvija 67010000, 67010810
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