HIGHLIGHTED PRODUCTS
EUREGIO+ PMI AIF
"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.
EUREGIO+ GREEN ECONOMY FIA
The Italian reserved private-equity AIF, established in closed-end form and called “Euregio+ Green Economy”, is managed by Euregio Plus SGR S.p.A.
The fund is an Italian mutual investment fund, falling within the scope of Directive 2011/61/EU, an Italian reserved AFI as defined by art. 1, para. 1, letter m-quater of Legislative Decree no. 58 of 24 February 1998 (the Testo Unico della Finanza [TUF or “Consolidated Finance Law”). The fund’s assets are invested to no less than 90% in tax credits, including tax deductions that in all cases fall within articles 119 and 121 of Legislative Decree 34/2020 (the so-called “Relaunch Decree”). The typical investment is aimed at credits sold directly by condominiums of properties located within the Trentino-Alto Adige Region and by companies or other transferees who have purchased the credit from sellers or operations attributable to the territory of Trentino-Alto Adige. With this fund Euregio intends to encourage the use of the “superbonus 110%” while guaranteeing liquidity for SMEs and attractive returns for investors.
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.
GENERATION DYNAMIC ISP
Generation Dynamic ISP - a plan for your family and the real economy - is an open-ended mutual fund under the Italian law for long-term savings plans (ISP) in accordance with the Italian Budget Law 2017 (Law no. 232 dated December 11, 2016).
ISPs are a medium-long investment with a tax incentive in order to channel private savings to Italian companies.
THE COMPANY IN NUMBERS
YEARS ON THE MARKET
MILLIONS OF MANAGED ASSETS
MILLIONS OF ASSETS MANAGED ON THE TERRITORY
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.