About Us

Concord Asset Management is an asset management company licensed by the Financial Supervision Commission with License No. 1/19.09.2005.
Corporate Presentation
Funds Presentation of Concord Asset Management
Presentation OFP
LICENSE LUAIF 2022
License

In 2005, the company launched its first mutual fund and it started up the activity of an open-end investment company in the spring of 2006. Concord Asset Management manages six mutual funds until 2008.

In May 2012, the company received a License No. 46/21.06.2012.

In 2016, Concord Asset Management AD also founded the first Bulgarian closed-end national investment fund – Concord Fund-7 South-East Europe.

The Company manages six mutual funds – Concord Fund-1 Stocks and Bonds, Concord Fund-2 Equity, Concord Fund-3 Real Estate, Concord Fund-4 Energy, Concord Fund-5 Central and Eastern Europe and Concord Fund-6 Bonds, one National Closed-End Fund Concord Fund-7 South – East Europe, as an alternative Investment Fund – “Concord Fund – 8 Alternative Investment Fund” AD. The company provides discretionary management services for individual investment portfolios, including to institutional investors.

In October 2021 Concord Asset Management received License for LUAIF No. РГ-15-20/26.10.2021 for carrying out activity in the management of alternative investment funds.

License for LUAIF No РГ-15-20/17.12.2022 – The license was issued on grounds of Resolution No: 775 – LUAIF/21.10.2021 and Decision No: 844 – LUAIF/10.11.2022 of the Financial Supervision Commission.

Concord Asset Management is a member of the Bulgarian Association of Asset Management Companies(BAAMC).