Asset Management Industry

The asset management companies are one of the main participants on the capital markets. These companies offer professional management of the investments, which allows the institutional investors to focus on the development of their main business. Using an outside investment management has its advantages. The institutional investors realize significant reduce in the expenses due to reduce of the management expenses. Considering the amount of the managed funds, the asset management companies also have significant decrease from the scope, from which the clients also realize profits. And last, but not least, the guarantee for professional management of the asset management company allows the clients to use professional management of their investments.

On a worldwide scale the Financial Asset Management Companies manage assets in mutual funds for billions of dollars. Despite their later start, due to objective reasons, the industry is gaining momentum in the new market economies from Central and Eastern Europe. According to data provided by the European Fund and Asset Management Agency (EFAMA) as of the end of April 2020, the net assets in mutual funds in Europe reached EUR 15,185 billion.

Expectations of the experts are that the industry for financial assets management is yet to develop in Bulgaria. The economic development of the country and on the financial market already showed the necessity of professional management of the investments. The individual investors and companies look for investment alternatives of the bank deposit, which could be provided only by professional managers. The fact that in mid-April 2020 the net assets under management of mutual funds in our country amounts to BGN 1,531 billion is indicative.*

(* according to BAAMC’s  data)

Our clients

As of 31.05.2020  DV Asset Management manages and consults the financial asset management of large individual and industrial investors for a total value of BGN 4,134 billion: