Inveo Portföy
Capital Markets
Inveo Portföy
Driven by the mission of creating value for its investors to achieve their long-term financial goals, Inveo Portföy has been providing mutual fund services since 1991 and asset management services since 2008. With its experience and expertise, the company develops appropriate investment strategies for individual and institutional investors to achieve their financial goals by prioritizing their satisfaction.
HIGHLIGHTS
We Pursue Excellent Investment by
Adhering to Corporate Values.
- Business orientation:Perfecting our business processes and service approach to create value for our investors and business partners.
- Pioneering change:Pioneering change Pioneering change in the asset management sector, especially in technology and digitalization.
- Dynamic human resources:Serving with a dynamic human resource with the energy and creativity of reliable, ethical, entrepreneurial and innovative employees.
- Social responsibility:Contributing to the growth and deepening of our country's economy through our investment funds and other services.
- Sustainability:Creating economic, environmental and social value in the long term by taking responsibility into account in all our activities.
We Grow with Competitive and Sustainable Returns in Asset Management.
- All umbrella fund types,
- By ensuring competitive and high performance,
- Offering sustainable returns in more than 40 mutual funds,
- Inveo Portfolio has a mutual fund for everyone.
- Corporate and individual and by collaborating,
- With the interest of our investors whose number is increasing exponentially,
- We have increased total assets under management by nearly 400% in the last year,
- We grow with your trust.
- By enabling digital transformation in asset management,
- Our technology-oriented business models and,
- With the support of our artificial intelligence-based digital solution platforms,
- We make investment decisions easier.
CURRENT AFFAIRS
Dynamic human resources and investor trust
The number of investors climbed by 125% in the previous year, overtaking the sector with 35,000 investors, thanks to its well-equipped and dynamic team.
Inveo Portföy, which closed 2021 with a portfolio size of 1.2 billion TL, increased by more than 384% in the 2022 operating period and reached a size of 5.8 billion TL.
Increase in Managed Funds from 20 to 41 In 2022, 1 variable, 6 venture capital, 12 independent, and 2 fund basket funds were launched, bringing the total number of managed funds to 41.
Breakthroughs in the Thematic Funds Market entered the thematic fund market with the "Inveo Portfolio Technology Variable Fund (IRT)", which provides an opportunity to invest in companies traded in international markets. With the Transformative Technologies Fund Basket Fund (IUH) and the ESG Sustainability Fund Basket Fund (IUT), investment fund diversity is increased in thematic areas where opportunities are found.
As a result of the cooperation with Yancep, mutual funds reached investors for the first time through a mobile application dedicated to fund management.
