• ecofi_portraits201

Equities

CONVICTIONS

Active management by a stable conviction-based team

  • Style-based management: Growth, Equity Income, Relative Value and Sustainable Development.
  • Bottom-up fundamental investment enhanced with in-house macroeconomic research.
  • Investment integrating Environment, Social and Governance (ESG) criteria.
  • Innovative portfolio management shaped by regulatory trends.

PROCESS

 

RISK MANAGEMENT

Real-time risk management inseparable from the investment process 

  • Ranking of stocks based on qualitative criteria and risk analysis.
  • Daily analysis of contributions in terms of “Value At Risk” (position, sector, country) and stress-testing in terms of various realistic scenarios through the analytical tool Riskdata.
  • Environmental, Social and Governance (ESG) analysis identifying issuer risk in corporate practices as early as possible.

OUR FUND OFFERING