Troika Dialog Closed Joint-Stock Investment Company |
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Troika Dialog is one of the oldest and largest investment houses operating on the CIS markets and is a market leader in all lines of investment business. Key lines of business for the company, founded in 1991, are investment banking, trading operations with securities, trust management of assets, alternative investments and personal investments and finances.
Troika Dialog is a leader in investment banking in Russia and Ukraine. In addition to Moscow, Troika Dialog is represented in 20 cities of Russia and also in Almaty, Kiev, London, Nicosia and New York.
We manage assets to a value of more than 2.5 billion USD (as of the end of November 2011).
Troika Dialog's clients include leading Russian and international companies, financial institutions, government institutions, wealthy individuals and other categories of investors, including stockholders in investment funds.
Troika Dialog has been assigned a B+/Positive long-term foreign currency issuer-default rating by Fitch and a B+/Positive long-term credit rating by Standard & Poor's.
Troika Dialog was one of the first to initiate the creation of the Russian National Association of Securities Market Participants (NAUFOR)and DCC, the Deposit Clearing Company, release daily financial market reviews, begin operations with share options and support bilateral listings for clients in real time and become a member participant of the World Economic Forum.
Investment banking services
First in the organisation and underwriting of issues of Russian debt securities in 2009-2010. 40 offerings to a total value of 10.8 billion USD (not allowing for allocation), according to Bloomberg.
The total value of transactions in the last five years (including deals in raising debt and share capital and M&A) exceeded 55 billion USD.
Over the last 4 years, Troika Dialog was the bookrunner for the 21st public offering, with a total value of 5.7 billion USD.
A leading market maker on the Russian stock and debt instruments market.
Best Brokerage House (in 2008-2010; second in the nomination in 2011) and Best Trading Department (2008-2011), according to Thomson Extel ratings.
Supporting firm quotes from 8 am Moscow time to the opening time of the Russian markets and on until the close of the New York Stock Exchange at midnight Moscow time.
A wide range of analytical products includes daily stock and debt securities market reviews, a monthly economic and strategic review, company reviews (about 200 Russian, Ukrainian and Kazakh companies are analyzed), industry reviews and a whole range of other research.
Institutional Investor awards. Twelve analysts occupied leading positions in the Russian analysts ranking for 2011. Best analysts for 2010 (economy, strategy, metallurgy and mining industry, oil and gas) and the best analysts team in Russia for 2010.
Extel awards. Best analysts for 2011 (economy, strategy, oil and gas, metallurgy and mining industry, the consumer sector, power sector and Trading & Execution). Best analytical team in Russia for 2010.
One of the oldest and largest players on the Russian asset management market, with a history dating back more than 15 years.
A broad product range includes 20 open unit trusts and a closed real estate trust.
The first on the Russian market to launch a unique investment life insurance product, Troika Dialog – Life and the Troika Dialog Index RTS Standard open index unit investment fund, the domestic equivalent to ETF.
Operations with private clients
Comprehensive service provision to wealthy and retail clients.
A broad product range: mutual funds, Internet trading, individual brokerage, trust management, investment life insurance and pension accruals management.
An effective agent network, including 12 banking agents and more than 1,000 sales agencies across Russia (based on data as of the end of November 2011).
Investment in companies, the growth of which depends on rising consumer demand in Russia and other CIS countries.
Investment focus: retail, financial and consumer services, media and health-care.
Key fact:
In January 2012, Sberbank of Russia and Troika Dialog announced the completion of the deal that merged the two companies. The result of the merger of the two complementing business on the financial market was an undisputed leader and the creation of Russia's first universal global banking institution.
Contact details:
Unified information centre:
Phone: +7 (495) 258 0500
Troika Dialog Press Centre:
E-mail:pressa@troika.ru
Phone: +7 (495) 258-05-19
