Ata Asset Management was one of the first asset management firms established as an independent legal entity stemming from Ata Invest. The regulatory framework introduced in 2001 on the private pension fund system and to better meet client needs were the main drivers of this restructuring that was embarked upon in the same year. Alliances have been formed with major local and international insurance firms to exploit the opportunities that have surfaced under the new regulations and rules. Consequently, Ata Asset Management has been mandated to manage three pension funds formed by ANKEM.

The objective of Ata Asset Management is to exceed the benchmarks identified for each fund under management, while protecting the value of the initial capital investment. The target is to maximize the return to mutual fund investors through dynamic portfolio management and risk diversification, while creating added value. Financial consultancy through research and analysis among diversified investment alternatives is the basis for expanding the client base and gaining the confidence of investors. Our highly qualified research team is rated one of the best in the country and regarded very favorably by the financial community. Based on the risk perception of our clients, discretionary portfolio management is provided by our expert personnel. The distinction of Ata Asset Management is further evidenced by the rating by Fitch, another benchmarking initiated in the sector.

Ata Asset Management successfully attracted investors to their seven mutual funds, despite the fierce competition from the deposit taking banks that converted demand deposit clients to mutual fund investors. The total portfolio value of the funds under management stands at USD 86.5 million and is growing steadily. A wide choice is offered to investors provided through the implementation of a fund supermarket approach that furnishes investors with a selection of equity funds, funds with fixed income instruments combined with domestic assets, as well as international funds.

As the Turkish capital markets expand, the intermediaries have the huge responsibility of ensuring that the growth attained is on sound and strong foundations. The sustainable growth can be achieved by the increase in number of investors and of equal importance, by the confidence placed in the system. Prudent advice is therefore paramount at the infant stages. Ata Asset Management offers personal risk management services to investors wishing to appoint a team of professionals to manage their investments in capital market instruments according to individual risk perceptions and provide tailor made investment products on an individual basis.

Ata Asset Management is confident that the resources employed will lead to the unveiling of viable products, further establishing new alliances and capitalizing on the opportunities that will undoubtedly arise from the recent developments in the pension fund industry.