Infographics and ideas for managing our trust.
IC Ivolga Capital Trust Management Infographic. Estimated results of basic strategies, asset dynamics, number and amount of average accounts.
What would you notice?
We make money for our clients year after year. It is volatile, but it still does not work differently in the stock market (in the money market - the repo strategy with the Central Committee - without volatility). At the same time, all strategies for the year closed in the red for the seventh year in a row.
The increase in assets is mainly due to an increase in the account amounts. In 2024, we abandoned the sales department. Since then, the flow of new customers has been limited. Which fits our understanding of service and relationships. We are comfortable with a small number of clients and would like to stay with them. The approximate ceiling is 300 accounts. Now there are 188 of them.
The remote control is gradually starting to bring us income. This makes it possible to make it independent from other businesses, especially from the organization of bond issues (independence appeared in the fall). I hope this is the way to improve the quality of management.
We are gradually expanding the range of strategies. We reflect the main strategies in public cases. The last launch, in October, was the multi-currency wallet. Its first results will be published by mid-November.
The main strategy remains VDO portfolios. This year forced us to seriously reconsider approaches to management. The review is basically complete. I will write about what has changed in the coming days.
Not an investment recommendation. Link to disclaimer.