Company

Asset Management

Concord Asset Management is an asset management company licensed by the Financial Supervision Commission with License No. 1/19.09.2005.

Our Values

Transparency

Profitability

Flexibility

Trust

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.

Presentations

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).

Professional Recognition

License

Member of

The Bulgarian Association of Asset Management Companies