CBL Ilgtspējīgu iespēju ieguldījumu plāns


13.05.2019

AS "Citadele banka"

Active 75

High

Management costs:

Fixed management fee: 0.50% per year
Perfomance fee: not applicable till 01.01.2021.

Manager:

Zigurds Vaikulis, Andris Kotāns, CFA

Fund manager:

IPAS "CBL Asset Management"

Description of the fund manager:

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

SIA "KPMG Baltics"


Reports:

Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual report
Statement Report Statement Report Statement Report Statement Report
2020
2019


Contacts


Republikas laukums 2a, Rīga, LV-1010, Latvija
67010000, 67010810
asset@cbl.lv
www.cblam.lv

Lolita Sičeva

Partners