Compendeon specializes in Emerging Markets Equities, but our GTAA system provides us with sufficient knowledge that might be of assistance when you need research or advice concerning other financial/economic aspects of these countries as a group (either regional or global), or individually.
On this website we will provide you with information on our
We at Compendeon believe that ‘it is indeed different this time’. Emerging Markets are here to stay. Their relative market share in equity markets will go up to approximately 15% of world market value soon, and further growth is likely. By the same token, liquidity levels, information availability and capital market integration are all moving the right way. We also believe that expected risk levels in the future will be lower than they have historically been, so a repeat of the 1998 crisis is highly unlikely.
We have a proven track record in Emerging Markets Equities. Within our GTAA product they were one of the best performing sub-blocks. The Performance Emerging Markets page presents our results.
Our Emerging Markets focus is two-directional. Not only do we believe that Western institutional investors will increase their Emerging Markets allocations, but we also see growing interest in internal and external growth from within the financial services sector in these countries. As a small, specialized, high-knowledge firm we see it as an honor to be able to help these local Emerging Markets partners expand their business and other interests.
We will, therefore, set up a network of local agents/partners in Emerging Markets. Currently, we have established relationships with partners in Russia (covering a set of other former Soviet republics as well), Latin America, Central Africa, Turkey and Romania. Expansion into Asia (Vietnam) is expected shortly. Potential agents in other regions/countries are invited to contact us about conditions, requirements, etc.