Starting January 1, 2025, trust managers will transition to offering only individualized strategies for private investors. The Bank of Russia has issued an ordinance requiring these managers to consider the financial standing, education, and market experience of their clients when building investment portfolios. This approach aims to better assess both the risk appetite and the risk-bearing capacity of customers.
Standard strategies that apply a single investment profile across all customers will be discontinued. However, existing contracts that were established under uniform asset management rules will remain valid until they naturally expire.
For those interested in collective investments, unit investment funds will still be available as an option.
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