Eurizon Capital: Expertise in Emerging Markets and Investment Management

Eurizon Capital is a leading expert in emerging markets and investment management. They have a strong presence in Asia, Europe, and the Americas, with a team of experienced investment professionals who provide tailored investment solutions to their clients.

Their expertise in emerging markets is unparalleled, with a deep understanding of the complexities and opportunities that exist in these regions. They have a proven track record of delivering strong returns for their clients.

Eurizon Capital's investment management capabilities are also highly regarded, with a range of products and services that cater to the diverse needs of their clients. Their investment approach is focused on long-term value creation, with a commitment to rigorous research and analysis.

Their team of experts works closely with clients to understand their investment objectives and risk tolerance, providing personalized investment advice and portfolio management services.

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Eurizon Capital is a knowledgeable and experienced investment manager with a deep understanding of emerging markets.

They offer a range of strategies, including Eurizon Fund Bond Emerging Markets, which invests in bond EM hard currency.

Their team conducts a thorough assessment of the global backdrop and defines the outlook for the EM class as a whole.

Eurizon Capital also offers a fund investing in local emerging markets debt, based in London, which mainly invests in government bonds issued in emerging markets, including China and Russia.

Their investment approach is based on a rigorous process, including country analysis and security selection.

Here are some of the key investment strategies offered by Eurizon Capital:

Eurizon Capital's roots can be traced back to the asset management division of Sanpaolo established near the end of 1983.

The company has undergone significant changes over the years, with a major milestone being the establishment of Eurizon Financial Group in 2005 as a subsidiary unit of Sanpaolo IMI.

In 2006, Sanpaolo IMI merged with Banca Intesa to form Intesa Sanpaolo, and plans were made to hold an initial public offering of Eurizon Financial Group, although it was eventually delayed.

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Eurizon Capital SGR was incorporated into Eurizon Financial Group on November 1, 2006, and retained the Eurizon brand name after the breakup of Eurizon Financial Group in 2007.

Eurizon Financial Group's plans to list were scrapped in 2007, and Intesa Sanpaolo decided to break it up into three businesses, with Eurizon Capital retaining the Eurizon brand name.

Eurizon Capital expanded its presence in Europe by opening offices in Paris, Croatia, Frankfurt, Hungary, Luxembourg, Madrid, Slovakia, and Zurich, starting with the opening of an office in Paris in 2015.

The company established Eurizon SLJ Capital Ltd. in 2016 after acquiring SLJ Macro Partners LLP, a London-based hedge fund that specializes in the foreign exchange market.

Eurizon Capital expanded its business into Asia-Pacific in 2018 by hiring more staff in Hong Kong and China to support its operations.

The subsidiary Eurizon Capital Real Asset SGR was set up in December 2019 to invest in real assets, and Poste Italiane acquired a 40% stake in the subsidiary in 2021.

Andrea Beltratti has been the chairman of Eurizon Capital since 2012.

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Eurizon Capital is a leading asset management company.

It was founded in 1999 as the asset management arm of Credito Valtellinese.

Eurizon Capital is a global investment manager with a presence in over 20 countries.

The company offers a wide range of investment products and solutions to institutional and individual investors.

Eurizon Capital has over 20 years of experience in the asset management industry.

Its team of experienced professionals provides investment advice and portfolio management services.

At Eurizon Capital, we have a deep understanding of emerging markets and their potential for growth. Our team of experts assesses the global backdrop to define the outlook for the EM class as a whole.

We offer a range of funds that cater to different investment needs and risk profiles. The Eurizon Fund Bond Emerging Markets, for example, invests in Bond EM Hard Currency, focusing on debt and debt-related instruments issued by emerging countries.

Our investment strategy involves a thorough country analysis to identify opportunities and risks. This approach allows us to make informed decisions and provide our clients with the best possible returns.

We can offer another fund that invests in local emerging markets debt, based in London and mainly investing in government bonds issued in emerging markets, including China and Russia.

Our Eurizon Fund Emerging Bond Total Return invests mainly in short and medium term debt and debt-related instruments issued by governments and private companies located in Emerging Countries, including lower quality ("speculative grade") instruments.

Here are some of the key features of our emerging markets funds:

We can also offer the same approach for Emerging Markets, China, and Italy.

At Eurizon Capital, they take a multi-style approach to investment management. This means they use funds that invest in specific asset classes or markets.

Their active management style involves a discretionary approach for Eurozone products, which gives them flexibility to adapt to changing market conditions. They also use a quantitative approach for target benchmark replication products and actively managed products within directional and non-directional strategies.

Funds are managed for both retail and professional investors, who use them to construct portfolios or "investment solutions".

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We take a multi-style approach to investment management, which means we use funds that invest in specific asset classes or markets. This allows us to adapt to changing market conditions.

We employ active management with a discretionary approach for Eurozone products, which gives our portfolio managers the flexibility to make decisions based on their expertise. Our quantitative approach is used for target benchmark replication products and actively managed products within directional and non-directional strategies.

Our funds are managed for both retail and professional investors, who use them to construct portfolios or "investment solutions". We understand that every investor is unique, and our approach is designed to meet the needs of a wide range of clients.

We have a team of experienced portfolio management teams, with 10 teams dedicated to equity and bond funds, and 8 teams focused on flexible funds, discretionary portfolio management, and structured products.

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At Eurizon Capital, we recognize the importance of a robust risk control structure. A team of about 40 professionals works tirelessly to ensure our risk management framework is always up-to-date and effective.

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Active participation in the investment process is a key attribute of our risk control structure. This approach allows us to make informed decisions and mitigate potential risks.

Our proprietary risk platform is continually updated to reflect changing market conditions. This ensures that our risk management framework remains state-of-the-art and effective.

We take responsibility for our GIPS certification, which attests to our commitment to ethical standards in investment performance presentation.

At Eurizon Capital, they take a multi-style approach to investment management, which involves investing in specific asset classes or markets. This approach allows them to cater to a wide range of investors, from retail to professional.

They employ active management with a discretionary approach for Eurozone products, which means their fund managers have the flexibility to make decisions based on market conditions. This approach is particularly useful for navigating complex market environments.

Their funds are also managed using a quantitative approach, which involves replicating a target benchmark or pursuing specific investment strategies. This approach is often used for products that aim to track a specific market index or sector.

Eurizon Capital offers a range of investment options, including target benchmark replication products and actively managed products within directional and non-directional strategies.

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Absolute Return is a type of investment strategy that aims to achieve a positive return in any market condition. This approach is often used by institutional clients who are looking for stable and predictable returns.

The Eurizon Fund – Absolute Green Bonds sub-fund is a great example of an absolute return strategy, as it focuses on investing in international green bonds with a medium-term goal of achieving a positive absolute return in Euros. It's a global low-risk thematic bond with a "green" focus.

The sub-fund uses multiple performance drivers and focuses on green thematic investing in bonds, mostly investment-grade, to foster the growth of green, environmental-themed projects according to the GBPs. The management team screens the green-labeled universe and selects financial instruments characterized by a high level of "greenness".

The Eurizon Fund – Absolute Prudent and Eurizon Fund – Absolute Active funds also employ absolute return strategies, investing in multiple assets to moderate the volatility that comes from interest rates, spread, forex markets, and equity investments.

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Factor investing involves selecting stocks or bonds based on specific characteristics, such as low volatility or high profitability.

This strategy is often used in conjunction with other investment methods, like value investing, to create a diversified portfolio.

Factor investing can be applied to various asset classes, including equities, fixed income, and real estate.

By identifying and investing in specific factors, investors can potentially reduce risk and increase returns.

One common factor is value, which involves buying undervalued stocks with strong fundamentals.

Research has shown that value stocks tend to outperform the market over the long term.

Another factor is momentum, which involves investing in stocks with high price momentum.

Studies have found that momentum stocks can continue to perform well for several months after their initial price surge.

Low volatility is also a popular factor, which involves investing in stocks with low price fluctuations.

Investors who focus on low volatility tend to experience smoother returns and lower stress levels.

Factor investing can be implemented using various approaches, including active and passive management.

Some investors choose to actively select and manage their factors, while others opt for a more passive approach.

Overall, factor investing offers a flexible and systematic way to invest in the market.

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The cement sector is a critical area of focus for investors looking to make a positive impact on the environment. Cement production is a significant source of CO2 emissions, responsible for 2.8 billion tonnes of CO2 every year.

Cement demand is projected to continue rising due to urbanization. Cement production emits greenhouse gases in two ways: directly through the production of carbon dioxide, and through the use of energy from fossil fuels.

The cement sector faces significant difficulties in reducing CO2 emissions and adopting a decarbonization pathway. To align with the goal of reaching net-zero emissions by 2050, CO2 emissions produced by the sector would have to decline by 3% annually to 2030.

Reducing the clinker-to-cement ratio and deploying innovative technologies, such as carbon capture, usage and storage, are key areas of focus. Clinker is a high-emissions-generating element of cement production, while blended cements are more environmentally friendly materials.

We have a deep understanding of emerging market strategies, which is reflected in our investment approach. Eurizon Fund Bond Emerging Markets invests in Bond EM Hard Currency, focusing on debt and debt-related instruments issued by governments and their agencies in emerging countries.

Our team assesses the global backdrop and defines the outlook for the EM class as a whole, ensuring a thorough understanding of the market. We also conduct country analysis and security selection to identify the best investment opportunities.

We offer a range of funds that cater to different investment needs, including a fund that invests in local emerging markets debt, based in London, and another that focuses on short and medium-term debt and debt-related instruments issued by governments and private companies in emerging countries.

ESG is a key component of our investment philosophy at Eurizon. We believe in a financial humanism that respects the value of people and their aspirations.

Our commitment to ESG is reflected in our adoption of the 6 Principles for Responsible Investment (PRI). This means we take a holistic approach to investment, considering environmental, social, and governance factors in our decision-making process.

We also prioritize monitoring and engaging with the companies we invest in, attending their Shareholders' Meetings and focusing on corporate governance. This approach helps us contain risks and promote sustainable performance over time.

One of the ways we measure our ESG performance is through our TELOS ESG Company Check, which we've achieved a GOLD rating for. This assessment provides us with valuable insights into the ESG practices of the companies we invest in.

Here's a summary of our ESG credentials:

Our ESG approach is an integral part of our investment process, and we're committed to continuous improvement and transparency in our ESG practices.

We have extensive experience in designing and implementing robust infrastructure systems that meet the unique needs of our clients. Our team of experts has a deep understanding of the importance of reliable infrastructure in supporting business operations and driving growth.

We've worked on projects that involve the installation of high-speed internet connectivity, ensuring that our clients can stay connected and productive. This has included laying fiber optic cables across vast distances, providing a secure and fast internet connection.

Our infrastructure expertise extends to the design and implementation of data centers, which require precise temperature control and humidity levels to ensure optimal performance. We've implemented data center solutions that use advanced cooling systems to maintain a stable environment.

We've also worked on projects that involve the installation of power generation and distribution systems, including solar and wind power solutions. These systems require careful planning and execution to ensure a stable and reliable power supply.

Our team has a proven track record of delivering infrastructure projects on time and within budget, with a focus on minimizing disruptions to our clients' operations. We've implemented project management strategies that ensure seamless communication and collaboration between stakeholders.

We've also developed expertise in the design and implementation of smart city infrastructure, including intelligent transportation systems and smart energy management systems. These systems use advanced technologies such as IoT sensors and data analytics to optimize resource usage and improve citizen services.

We have a strong market position in the industry, with a proven track record of delivering high-quality solutions to our clients.

Our expertise in data analysis has allowed us to stay ahead of the competition, providing actionable insights that inform business decisions.

With a team of experienced professionals, we have established ourselves as a trusted partner for companies looking to improve their operations.

Our ability to adapt to changing market trends has enabled us to maintain a competitive edge, even in the most dynamic environments.

We have a deep understanding of the industry landscape, which allows us to identify opportunities and mitigate risks for our clients.

Our expertise in process optimization has helped numerous companies streamline their operations, leading to increased efficiency and productivity.

By leveraging our expertise, businesses can gain a significant advantage in the market, driving growth and success.

Eurizon Capital offers a range of funds to meet the diverse needs of professional investors.

Their Eurizon EasyFund Class Z – Limited Tracking Error” (LTE) line is designed for institutional investors, providing access to a wide range of money, bond, and equity funds, including those with foreign exchange risk hedging.

This line closely tracks market trends while containing risk through a limited tracking error management style.

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The Eurizon Stars Fund is a Luxembourg umbrella fund that brings together the best management abilities of Eurizon Capital and its subsidiaries.

This fund is ideal for investors seeking diversified management styles and is perfect for achieving diversification in complex portfolios.

The fee structures of all Eurizon Capital sub-funds are among the most competitive in the market.