Eurizon Capital was established in 2008 from the merger of two major firms in the Italian asset management sector when twenty-five years of experience in asset management were brought together in a single new entity: Eurizon Capital.
Combining size with experience Eurizon Capital is a strong yet flexible company and adept at managing the needs of a wide range of businesses: those of leading retail banks like Intesa Sanpaolo as well as those of specialised institutional investors. The commitment to quality is demonstrated by the company's constant investment in technology, innovation and human resources.
At Eurizon Capital its asset management activities rest on professionalism and major skills:
Advice & Structuring
This department has four major roles within Eurizon Capital:
- Advising on investment solutions developed for retail investors (funds of funds, discretionary portfolio management) and institutional investors (mandates);
- Constructing solutions with a multi-asset strategy and selecting international investment funds through a team of multi-manager specialists;
- Providing alternative investment management (through our subsidiary Eurizon A.I. SGR specialised in funds of hedgefunds), algorithmic funds and guaranteed investment products (through our subsidiary Epsilon SGR);
- Overseeing the macroeconomic and cyclical analysis models that form the basis of our investment perspective and our top-down, medium-term tactical decisions (asset, country and sector allocation).
Investment Management
A multi-style approach employing funds investing in specific asset classes or markets:
- Active management with a discretionary approach for Eurozone products;
- Quantitative approach used for target benchmark replication products and actively managed products within directional and non-directional strategies;
- Funds are managed for retail investors as well as for professional investors who use them to construct portfolios or “investment solutions”.
The managers
- 10 portfolio management teams for equity and bond funds;
- 8 teams for flexible funds, discretionary portfolio management and structured products;
- 2 teams specialised in active quantitative management;
- 1 team specialised in funds of hedge funds;
- 1 team dedicated to institutional clients.
Risk control
A solid risk control structure is essential for an asset management firm. Eurizon Capital has developed a state of the art risk management framework, the success of which depends on several key attributes:
- a team of about 40 professionals;
- active participation in the investment process;
- a continually updated proprietary risk platform;
- responsibility for Eurizon Capital’s GIPS certification,
- which attests to investment management industry ethical standards in the way investment performance is presented.
Funds
Eurizon Capital S.A. has developed its range of products to meet all the investment needs of professional investors.
The Eurizon EasyFund Class Z – Limited Tracking Error” (LTE) line, exclusively for institutional investors, has also been created with this goal in mind. In this line of subfunds, the Class Z provides portfolio managers with access to:
- a wide range of money, bond, and equity funds (also available with foreign exchange risk hedging) to use in implementing their asset allocation strategies.
- a limited tracking error management style, which closely tracks market trends, thereby containing risk
The Eurizon Stars Fund is a Luxembourg umbrella fund featuring a range of sub-funds which bring together the best management abilities of Eurizon Capital and its subsidiaries (Epsilon SGR and Eurizon Capital SA) in terms of Alpha creation.
The Eurizon Stars Fund is ideal for investors interested in products with distinctive features with diversified management styles: active, total return and quantitative. Perfect for achieving diversification in more complex portfolios such as managed portfolios of funds, funds of funds and unit-linked funds, and for retail clients interested in products with specific management features for diversifying their investments.
The fee structures of all sub-funds are among the most competitive in the market.
For more information please contact us or visit www.eurizoncapital.com
