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COMPANY P R O F I L E
Who we areAwards
20202019201820172016
201920182017
2019
2019
2018201720162015
2020
Il Premio è promosso dal Gruppo 24 Ore
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Arca Fondi SGR continues the long-established expertise built up by
Arca SGR over the thirty years since it was itself founded by initiative
of twelve Italian Popolari Banks.
To protect the interests of investors and ensure that asset management
decisions are made independently, the company adheres at all times
to the Autonomy Protocol for the Handling of Conflicts of Interest
drawn up by the association of Italian investment management
companies, Assogestioni.
That continuity and autonomy, which extend to dealing as well, ensure
that protection of the client is Arca Fondi’s constant objective and the
foremost of its corporate values.
Premio Alto Rendimento
Best Emerging Markets Debt Manager Europe
Premio Istituto Tedesco di Qualità e Finanza
Pension Fund Manager of the Year
Top Gestore Fondi PIR
Digital Wealth Management Company
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°
1983-2013
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ARCA FONDI
Professional asset management
Arca Fondi’s investment philosophy is directed towards
creating value for the client with continuous monitoring of risk.
It is founded on the rigor of the firm’s asset management
process, which has three stages:
Asset allocation, resulting from the coordinated efforts of
individual fund managers and the Investment Committee.
Portfolio management, under two models: “Index Plus” for
benchmarked portfolios, and “Absolute Return” for portfolios
which are designed to target a positive return whatever the
financial markets’ performance, always remaining consistent
with a given volatility profile.
Risk control, the task of the Risk Management function
- which oversees asset management and assesses each
portfolio’s degree of risk in terms of appropriateness to that
portfolio’s specific investment objectives.
Funds Management
In the most innovative areas of financial markets, Arca Fondi
SGR’s thoroughly professional asset management is in the
hands of specialist teams, wielding extensive and long-
standing expertise.
Capability and experience in investment, organization and
administration, continued product innovation have won Arca
Fondi SGR a leading position among Italian providers in terms
of total assets managed and awards received.
Arca Fondi SGR is a long-standing Italian investment manager
offering a broad range of mutual funds owning diversified
holdings in all types of financial assets and all main geographical
areas. Its leading funds still include two launched in September
1984: Arca BB and Arca RR Diversified Bond, which continue
the three decades and more of Arca Fondi SGR’s asset
management tradition.
Fixed income funds are managed using fundamental and
quantitative analysis: the first forecasts macroeconomic
variables and assesses individual company soundness, while
the latter uses those forecasts and assessments to estimate
target prices and yield premiums for the various securities
available across the entire range of possible investments; then
the final decision arises from the comparison of these figures
with current market prices.
The policy for managing equity funds features an approach
based on rigorous qualitative and quantitative analysis and
aimed at creating value through stock selection, market timing,
risk control and yield enhancement strategies. Stock selection
is supported by quantitative models designed to pick stocks with
good fundamentals and an attractive risk/return profile.
The Funds available forasset allocation
Arca Economia Reale Italia, Arca Risparmia & Consolida
PIR - Arca Economia Reale Italia
Arca Fondi has been one of the first Italian fund managers to launch a
series of PIR-class mutual funds in 2017. Personal Investment Plans
(Piani Individuali di Risparmio, or PIRs) are investment instruments with
tax benefits (total exemption from taxes on gains and distributions)
which concentrate on stocks of companies operating in the Italian
real economy, an asset class on which Arca Fondi has accumulated
considerable experience.
Today Arca Fondi is one of the leading managers in the PIR sector, its
range of funds denominated Arca Economia Reale Italia includes five
dedicated funds, three balanced and two equity focused.
Arca Risparmia & Consolida
Arca Risparmia & Consolida (Save & Consolidate) is an investment
solution introduced in 2011. It offers an automatic investment system
that uses simple algorithmic mechanisms for making the most of
market volatility.
Arca Risparmia & Consolida is an investment service whose precise risk
reduction tools provide an efficient way of investing in markets which
offer greater potential returns.
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FONDI DI INVESTIMENTO
ARCA RR BB30 ANNI DI SUCCESSO PER I NOSTRI CLIENTI
19842014
Pension FundsESG Leaders, Arca Strategia Globale
Fondi Sostenibili e Responsabili “ESG Leaders”
Arca Fondi is a signatory of the United Nations Principles for Responsible
Investment (UN PRI) because we think that also through investment
management it is possible to work for a better environment and create
a more sustainable future for people and society.
Sustainable Funds invest in financial instruments of companies which
respect Environment, Sustainability and Governance investment
principles.
Our offering of ESG funds includes Arca Azioni Far East ESG Leaders,
Arca Azioni America ESG Leaders, Arca Opportunità Sostenibili and
Arca Green Leaders.
Arca has developed a proprietary ESG Rating criteria to find the
securities that better suit the investment objective of its ESG Funds.
Arca Strategia Globale
When it introduced Arca Strategia Globale in 2009 Arca Fondi SGR
pioneered a new generation of funds managed by means of innovative
“controlled risk” techniques whose aim was to achieve a positive return
over the specified time horizon however the market performed. The
Strategia Globale funds were created to meet the needs of clients who
want a highly diversified instrument in which the manager is given wide
discretion to seek out the best investment opportunities available in the
markets, subject to specified risk limits.
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Arca Previdenza
Arca Fondi SGR has amassed considerable expertise in sponsoring
and managing pension schemes, and is proud of its leading position
in this sector of particular strategic importance in Italy.
In 1998, in fact, Arca launched one of the country’s very first open
pension schemes, Arca Previdenza, today Italian employees’
favourite Open Pension scheme by AUM.*
Arca Previdenza consists of four investment compartments, one of
them carrying a guarantee and all of them largely diversified. Arca
Previdenza offers clients a personal choice of these on the basis
of their risk appetite and the number of years remaining before
retirement. Each subscriber’s personal scheme portfolio can, if
desired, be spread over more than one sub-fund according to their
individual requirements.
* Source IAMA. Data for 31 December 2019
Sidera SICAV
Sidera Funds SICAV
Sidera Funds SICAV instruments are designed for experienced
investors who seek high potential returns. They offer such investors
innovative solutions within a framework which rigorously controls risk
and asset allocation.
Sidera Funds SICAV features the following strengths:
Innovative techniques of active asset management and
stock selection.
Partnerships with leading international asset managers.
New opportunities concentrating on theme investments and non-
traditional asset classes.
Arca Fondi SGR è Global Distributor e Investment Manager di
Sidera Funds Sicav.
Arca Fondi’s digital ecosystem
Arca Fondi SGR can now offer its distribution partners and clients an
ecosystem of leading-edge digital platforms and instruments to inform
and support their decisions.
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Advertising communication. Before subscribing, prospective investors should read the Key Investor Information Document (KIID) which any person offering an investment must provide before any contract is signed. They should also read the Prospectus and the MiFID Notice (available from the placement agent or at www.arcaonline.it). The target return of a financial investment is not a guaranteed minimum return. Income distribution funds may distribute more than their holdings earn, in which case the distribution will include a partial reimbursement of the initial capital. Products are not guaranteed. Past performance is not a guide to future results.Promotional communication concerning supplementary pensions. Read the Information Notice and the Scheme Rules before subscribing.
www.arcaonline.it
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