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Selection of Funds and Sicavs

Banca Finnat | Selection Funds & Sicavs| Institutional Site

Banca Finnat

Banca Finnat | Selection Funds & Sicavs| Institutional Site

Sicavs:


  • The analysis is based on the valuation of the investment companies in terms of completeness of range, solidity, background and investment policy, with particular attention focused on global operators and financial boutiques.
  • With regard to each asset/sub asset class, Eligible Sicavs are selected by means of a quantitative and qualitative analysis process and meetings with the individual managers.
  • The individual Sicavs are differentiated by management technique, volatility and can be included in the customer’s portfolio in co-ordination with the overall risk, return, diversification and coupon flow objectives.
  • Banca Finnat Advisory draws up analysis on the Sicavs by means of dedicated reports:
  • Macro Sector (Morningstar sphere)
  • Individual SICAV positioning (Performance, Return, Volatility, Fundamental Ratios)
Selection of Funds and Sicavs - Documentation

Advisory & Corporate Finance
Private Banking
Trusteeship
Family Office
Real Estate and Property Funds
Banking Services
Institutional Investor Services
Equity Research Department
The Group companies
Banca Finnat Euramerica S.p.A.
Registered office in Piazza del Gesù n.49, (IT-00198) Rome, Italy
Share capital € 72,576,000.00 fully paid-in, represented by 362,880,000 ordinary shares
Enrolled in the Banking Register under No. 5369
Holding Company of the Banca Finnat Euramerica Italian banking group,
enrolled in the Banca d’Italia’s Register of banking groups No. 5557
Enrolled in the Rome Companies’ Register Tax Code No. 00168220069 - VAT No. 0085601004
R.E.A. n.444286 – ABI 3087.4 – Codice LEI: 815600835712F7BA2869
Member of the National Interbank Deposit Guarantee Fund
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