Company IPAS Indexo

Equities

IDX1R

LV0000101863

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sector Investment Management

Market Closed - Nasdaq Riga Other stock markets 08:18:00 2024-04-30 am EDT			5-day change	1st Jan Change
12 ^EUR	-0.41%		0.00%	-4.38%

Feb. 27	IPAS Indexo AS Reports Earnings Results for the Full Year Ended December 31, 2023	CI
2023	IPAS Indexo AS Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	CI

Indexo IPAS is a Latvia-based company primarily engaged in portfolio management activities. The Company provides asset management services to the state-funded pension scheme plans (2nd pension pillar), private pension plans (3rd pension pillar) as well as provides investment consulting services to clients.

Number of employees: 99

EUR in Million	2022	Weight	2023	Weight	Delta
Asset management 99.3 %	2	100.0 %	3	99.3 %	+38.23%
Development of the Bank 0.7 %	0	0.0 %	0	0.7 %	-

EUR in Million	2022	Weight	2023	Weight	Delta
Latvia 100.0 %	2	100.0 %	3	100.0 %	+41.06%

Managers	Title	Age	Since
Valdis Siksnis CEO	Chief Executive Officer	52	17-01-09
Arturs Roze DFI	Director of Finance/CFO	-	-
Martinš Strautinš CIO	Chief Investment Officer	-	-
Liga Katrina Klavina PRN	Corporate Officer/Principal	-	-
Henrik Karmo PRN	Corporate Officer/Principal	-	18-08-15

Members of the board	Title	Age	Since
Valdis Vancovics CHM	Chairman	-	20-09-20
Svens Dinsdorfs BRD	Director/Board Member	48	17-09-20
Renats Lokomets BRD	Director/Board Member	-	17-09-20

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	3,568,511	2,974,484 ( 83.35 %)	0	83.35 %

Name	Equities	%	Valuation
Henrik Karmo 6.600 %	301,307	6.600 %	4 M €
Valdis Siksnis 5.042 %	230,196	5.042 %	3 M €
DVH SIA 0.000000 %	0	0.000000 %	- €

IPAS Indexo AS

Elizabetes iela 13-1A

LV-1010, Riga

+371 20 006 088

http://www.indexo.lv

Name	Category and Sector
Ieguldijumu plans "INDEXO Izaugsme"	Investment Trusts/Mutual Funds
Ieguldijumu plans INDEXO Jauda 16-50	Investment Managers
Ieguldijumu plans INDEXO Konservativais 55+	Investment Trusts/Mutual Funds
Indexo Atklatais Pensiju Fonds AS
IDX1R AS

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

	1st Jan change	Capi.
IPAS INDEXO	-4.38%	58.94M
BLACKSTONE INC.	-7.87%	87.12B
KKR & CO. INC.	+15.00%	84.32B
ARES MANAGEMENT CORPORATION	+13.44%	26.26B
LEGAL & GENERAL PLC	-5.55%	17.64B
THE CARLYLE GROUP INC.	+13.81%	16.64B
AMUNDI	+6.25%	14.28B
HDFC ASSET MANAGEMENT COMPANY LIMITED	+21.52%	9.65B
BLUE OWL CAPITAL INC.	+27.79%	8.87B
LUMINE GROUP INC.	+24.08%	6.97B

Investment Management