News

In the stream of Trust management, specialists from the ‘Sokrat’ Investment Group have developed the ‘Heir’ investment program especially for VIP clients. This is the first program in Ukraine to offer the opportunity to create an individual securities portfolio for one’s child. Each portfolio – whether it be moderately conservative, balanced, or moderately aggressive – is dependent on the personal goals and preferences of the individual client's investment strategy. The minimum required investment is UAH 100,000, with the possibility of continual replenishment and a recommended investment period of three or more years. One’s individual portfolio is made up of stocks, bonds, securities investment funds, as well as other tools.

The “Sokrat” Investment Group informs its clients and partners that, in connection with the development of its business, companies belonging to this Group – including the “Sokrat” Asset Management Company – will occupy its new office as of September 1, 2008. It is located in the “Parus” Business Center at the address: 2 Mechnikova, Kyiv, 01601.

The ‘Sokrat’ Investment Group is continuing to actively work on improving the system of risk management for its clients, by proposing a new Ukrainian market for technology by which it is possible to assess the liquidity of shares portfolios

As of July of this year, the ‘Sokrat’ Financial Company is offering a new service, which entails the Custodian sending statements on securities transactions to its customers via Internet. The opportunity to provide this service was realized as part of the implementation of the company’s program on the automation of business processes, which got underway in early 2008.

The ‘Sokrat’ Investment Group has suggested the launch of a new Ukrainian investment market for “Art-Banking”, which will be managed under the umbrella of the company’s Private Banking Department.

In analyzing the current situation in world financial markets, analysts from the ‘Sokrat’ Investment Group hold a moderately optimistic forecast, highlighting a number of fundamental factors that warrant the long-term growth of the Ukrainian stock market.

The beginning of May was marked by the 5th annual conference of Global M&A partners, dedicated to Market Prospects of M&A Companies in the Mid-segment. Sokrat Group, the exclusive representative of Global M&A in Ukraine, was represented by Director of Investment and Banking Vladislav Ostapenko.

LLC «Financial Company «Sokrat», a member of «Sokrat» investment group, became the third according to the amount of its activities in the first quarter of 2008 based on ranking of securities custodians, compiled by Professional Association of Registrars and Depositaries (PARD).

CJSC FC Sokrat, part of the Sokrat investment group, now ranks third in terms of stock trading according to March 2008 ratings of professional participants of the market, drawn up by the PFTS, a Ukrainian Stock Exchange.

Sokrat investment group participated in the Investing in Corporate Ukraine conference, organized by Financial Times Global Events, on April 23, 2008. At the conference, Sokrat presented during a specialized seminar on mergers and acquisitions.