Welcome FROM THE CHAIRMAN

Dear clients and partners

TRINFICO Investment Group dates back to 1993, when the investment company was set up. Over the last 26 years the company has been staying on course, successfully passing through a number of financial crises. During this period the company has achieved substantial results and become one of the major independent investment companies in Russia., The company holds a leading position in non-governmental pension fund asset management, ranks first in the amount of closed-end funds under management and is among top ten largest management companies by the net asset value.
High quality of our products along with the professional team is a keystone to a long-term success of the business, while the transparency of relationships with our clients and partners serves as a basis for successful investments.
Time has shown that we are moving in the right direction, being committed to the principles which allows us to grow and move forward.
We are planning to develop all the business segments of the Group, the core of which are asset trust management, as well as closed- end funds management, real estate investments, brokerage and depository services.
We intend to continue maintaining the independent character of our activities, since this makes it possible for our clients to express opinion objectively, and make investment decisions at best value.
By solving client’s tasks, we continue to create high quality products, each of which is characterized by a unique combination of long-term value and short-term benefits. With our continuous focus on high ethical standards of doing business, we have developed an excellent reputation and demonstrated our credibility during the most difficult times, which has guaranteed us stability and helped us to achieve excellent results.
I feel confident that our clients and partners have already appreciated all these benefits, and further cooperation with them will be even more productive.

Best regards,
Oleg Belay
Chairman of TRINFICO Management Board

TRINFICO Investment Group

TRINFICO Investment Group was founded in 1993, and today is one of the largest independent companies in Russia, specializing in serving institutional and private clients. The company offers a diversified portfolio of financial products and services, including trust management of assets of private pension funds, the management of closed-end investment funds (CEIF), individual structured products, real estate management, investment-banking operations and brokerage and depository services. The main principles of TRINFICO are accountability, performance and trust.

As at the very beginning, today the TRINFICO Investment Group maintains the private and independent nature of its business, which allows us to develop long-term trusting relationships with our customers, based on mutual respect, honesty and accountability. The company’s independence from corporate capital, and in particular banking capital, has helped us achieve the necessary level of trust and confidentiality in our mutual relations.

Non-Governmental Pension Fund «BLAGOSOSTOYANIE» is a strategic partner of the TRINFICO Investment Group. Together the companies implement projects in the field of institutional real estate and portfolio investments.

Investor Awards 2015
«The best investment strategy 2014» (Strategy "Institutional Real Etate”)

Financial Elite of Russia 2015
«Company of the Year in the CEIF management»

Investor Awards 2014
«The Best Investment Product 2013» (funds with the Group of companies «PIC»)

National Rating Agency
According to the results of operations in 2008, 2009, 2010 and 2011, the National Rating Agency assigned the company a rating of «First Level» for quality management of pension funds (maximum quality in managing pension savings).

Financial Elite of Russia 2011
«Company of the Year in the CEIF management»

Qualified Investor
Award winner of the «Qualified investor – QI 2011» in the nomination "Strategy of the Year" for the creation of an effective investment strategy for the non-governmental pension funds

Facts and figures

Asset Management Company TRINFICO possesses a reliability and quality of services rating at the level of A «high level of reliability and service quality» assigned by the rating agency Expert RA.

No. 1 by the number of CEIFs under management
Top-5 by volume of pension reserves of non-governmental pension funds under management
Top-10 by net asset value of CEIFs
Top-20 by volume of assets under management

Source: EXPERT RA (RAEX) data as of 31.12.2018

ASSETS UNDER MANAGEMENT

STRUCTURE OF AUM

Team

OLEG BELAY Chairman of TRINFICO Management Board

OLEG BELAY Chairman of TRINFICO Management Board
Largest shareholder and founder of the TRINFICO Investment Group. Responsible for the strategic development of the Group and the investment process. He graduated from the Moscow Institute of Electronic Technology (MIET)
VITALY BALANOVICH Managing Partner

VITALY BALANOVICH Managing Partner
Responsible for sales and marketing of the Group and oversees the trust management block.
He has successful experience in implementing a number of projects in different sectors of the financial market. Is an expert in creating and managing CEIFs. On the TRINFICO Team since 1993. He graduated from the National Research University – Higher School of Economics (Economics and Business Management) and the Moscow Institute of Electronic Technology of RF (Engineer-Physicist)
ANDREY MARSIY Managing Partner

ANDREY MARSIY Managing Partner
23 years of experience in investment banking in Russia and CIS countries. In 1993 co-founded TRINFICO Investment Group. Worked for 3 years in economic block of Moscow City Government. Has broad experience across property sector, asset management and financing. Has wide experience in organization of M&A deals in retail sector. Has numbers of State awards from Russian and Moscow City Governments. Graduated from Moscow State University
ALEXANDER VORONKOV Director of Corporate
Finance Department
YEGOR KROTKOV Director of Securities Department

YEGOR KROTKOV Director of Securities Department
On TRINFICO Team since 1994. Responsible for managing the assets of some of the largest pension funds and corporate clients. He has more than 20 years of experience in the stock market, and has worked in the field of asset management for over 15 years. Graduated from Lomonosov Moscow State University (Economic and Social Geography of Russia). In 1997, he graduated from the Faculty of Geography, Moscow State University
YAKOV MUSIENKO Director of Direct Investment Department

YAKOV MUSIENKO Director of Direct Investment Department
Has more than 10 years of experience in investment banking. On the TRINFICO Team since 2009. Under his leadership, many projects were implemented in the field of corporate finance, investment and corporate governance. His first degree is from the Moscow State Institute of International Relations (University), having graduated from the International Law Department. In 2008, he graduated from the Banking Institute of the Higher School of Economics – MBA Program
Michael Kazaryan Director of Real Estate Department

Michael Kazaryan Director of Real Estate Department
In addition to general management of RE department, Mikael is in charge of many active investment projects of the Company. With more than 15-years experience in Real estate and corporate finance, he started his career in E&Y in 2004. In 2009 he became of head of Corporate finance department of Development company PSD.
Mikael joined Trinfico in 2015 from Sberbank CIB, where he was in charge of Key corporate clients of the Bank in real estate sector
ANATOLY MESHKOV Marketing and PR Director

ANATOLY MESHKOV Marketing and PR Director
Responsible for marketing and external communications. Prior to joining TRINFICO, in the years 2007-2013, he was head of strategic marketing and communications at Allianz Investments, and as director of marketing and PR in VTB Asset Management, he was engaged in the market launch of a new brand. He came to the financial market in 2006 as a manager working with clients at Kapital MC.
He graduated from the Russian State University of Trade and Economics (Faculty of Management).

© TRINFICO Investment Group, 1993-2017. Open-end mutual fund of mixed investments TRINFICO Global.ru under management of the Management Company TRINFICO CJSC. Rules for trust management by the Fund are registered by the Bank of Russia Financial Markets Service dated 15.01.2014, No. 2716. TRINFICO Management Company Closed Joint Stock Company. License to engage in the management of investment funds, mutual funds and private pension funds No. 21-000-1-00079 issued on 24.09.2002 by FFMS of Russia. Obtaining detailed information about mutual funds, the rules of trust management and other documents subject to disclose and presentation, in accordance with the current legislation, it is possible at the Management Company TRINFICO CJSC at the address: 5 Botanichesky Lane, Moscow, Russia, 129090; online at: www.trinfico-am.ru; by phone at: +7 (495) 725-2500. Information, subject to publication in print form, is published in the Supplement to the Bulletin of the Federal Financial Markets Service. TRINFICO Property Management Limited Liability Company. License to engage in the management of investment funds, mutual funds and private pension funds No. 21-000-1-00719 issued on 13.05.2010 by FFMS of Russia. Obtaining detailed information about mutual funds, the rules of trust management and other documents subject to disclose and presentation, in accordance with the current legislation, it is possible at the Management Company TRINFICO CJSC at the address: 5 Botanichesky Lane, Moscow, Russia, 129090; online at: www.trinfico-pm.ru; by phone at: +7 (495) 725-2500. Information, subject to publication in print form, is published in the Supplement to the Bulletin of the Federal Financial Markets Service. The value of investments may increase or decrease. Past performance is not an indicator of future results. The state does not guarantee the profitability of investments in mutual funds. Before purchasing investment units, you must carefully read the rules for trust management of mutual funds. TRINFICO Investment Group: Trust management of assets, investments in global markets, asset management for private pension funds, mutual funds (PIF), closed-end investment funds (CEIF), real estate funds, property, private equity funds, project financing, financial consulting, management of pension savings, Wealth Management.