"Euregio+ PMI" is a closed-end, reserved AIF (Alternative Investment Fund) with a fixed lifespan of 10 years starting from the close of the maximum subscription term. The Investment Objective of the Fund is to generate an attractive return in the medium term by investing primarily in bonds, minibonds, project bonds, loans and credits by issuers with registered and/or operational headquarters in the Trentino - Alto Adige / Suedtirol Region. Typical investments are aimed primarily at unlisted companies with registered and/or operational offices in the Trentino-Alto Adige Region.
2P INVEST MULTI ASSET
The "2P Invest Multi Asset" UCITS is an open harmonised umbrella mutual investment fund under Italian law that among other things promotes environmental and/or social characteristics or a combination thereof while also investing in companies that comply with good governance practices pursuant to Article 8 of Regulation (EU) 2019/2088 (SFDR),.Each sub-fund has two Classes of “Class R” and “Class I’ shares, except ESG Bonds and ESG Equities that have only “Class R”.
Compliance with the environmental and social characteristics promoted by the product is conditional on the investment and holding of at least one of the investment options represented by the Sub-Funds, which are themselves classified as per Article 8 SFDR.
TAILOR MADE MANDATES
Institutional mandates offer customized portfolio management designed to meet our clients’ needs.
We work with our clients to identify and implement a strategy aligned with their performance objectives and specific risk propensity levels.
PENSPLAN PROFI ETHICAL LIFE CYCLE
PensPlan Profi is the open pension fund founded by our company, partner of the Pensplan Project. Thanks to a collaboration with the Banca Etica Group, the Fund is characterized by the investment in financial instruments with a high profile of social and environmental responsibility and by a “life cycle” advisory service that defines the optimal investment scenario according to the age of the member.
THE COMPANY IN NUMBERS
YEARS ON THE MARKET
MILLIONS OF ASSET UNDER MANAGEMENT
Financial management from the territory to the territory
We are the reference partners of public and private investors who support the uniqueness of our territory.
We offer innovative financial solutions to promote real estate and infrastructure development plans and the growth of our economic texture.