Eurizon Capital SGR

The Investment Advisory & Portfolio Solutions office guarantees the provision of advisory services to both the asset management company's internal structures and external customers, supporting their needs with analysis, investment solutions, and model portfolios. It collaborates with the Group's distribution networks and other customers through the Marketing and Business Development Department, functionally coordinating advisory activities within the Investment Department. It directly manages selected products, such as flexible and benchmark-based funds and assets under management.
In the advisory sector, the office develops strategic model portfolios and tactical asset allocations and, with the support of other corporate functions, actively contributes to the creation of innovative advisory services, as well as editorial and digital media. It also participates in the development and management of value-added advisory services, adapting to regulatory and commercial developments in distribution channels.
The team is led by Oreste Auleta.

The Quantitative Investments team is made up of portfolio managers with quantitative expertise who develop models and implement them. 
They adopt asset allocation models, both predictive and path-dependent (including contrarian), algorithms with defined payoffs, and single-stock selection models.
Moreover, the team conducts research to develop new models considering new trends coming from the industry and the academic literature. The team is structured into Systematic Strategies, Solution Engineering and Long-Term Sustainable Strategies which, in particular, manages portfolios based on financial sustainability or ESG approach and monitors issuers with respect to ESG and SRI themes. 
The team is led by Maria Bruna Riccardi.

The Investment Solutions team, which develops and manages multi-asset and multi-strategy investment solutions, is responsible for both institutional and individual asset management and the selection and management of multi-manager funds.
Multi-asset and multi-strategy portfolios provide diversification across macro asset classes — with flexible or benchmark-oriented approaches, based on macroeconomic, market, and individual instrument analyses — taking advantage of internal and external expertise, quantitative models for optimization and risk budgeting, and overlay strategies for hedging and improving the risk/return profile.
Institutional and individual asset management services make investment decisions for their respective assets, define and implement portfolios consistent with deliberate strategies and mandate limits, monitor returns against benchmarks/objectives, verify risk/return profiles and leverage, and identify short-term opportunities.
Multi-manager solutions include fund-selection-based product management, with tactical and strategic allocations supported by quantitative models, screening, and due diligence on third-party asset manager strategies.
The team is led by Claudio Marchetti

The Equity Research & Portfolio Management team brings together experienced portfolio managers and analysts with deep sectoral and geographical expertise. Investment strategies are actively managed through a disciplined process that combines top-down analysis of the global macroeconomic cycle with bottom-up research into the fundamentals of listed companies.
By rigorously evaluating individual businesses, the team identifies the most compelling opportunities in terms of valuation and earnings growth potential. This process is supported by proprietary fundamental analysis models, complemented by high-quality external research.

The team is led by Francesco Sedati.

The fixed income team comprises the portfolio manager and analysts specialised by type of issuer and instrument. The organisation encompasses the following structures: Euro Government – Inflation; International Government – FX – Emerging Markets; Green and Sustainable Finance – Aggregate; Flexible – Fixed Income Opportunities; Investment Grade & PIR; High Income; Structured Credit; Global Mandates.
The investment process adopted by all the bond funds is based on analysis of the economic cycle and an integrated top down and bottom up approach, applied consistently to the various segments. Top down analysis aims to evaluate the macroeconomic and financial context, with a particular focus on the cycle phase, monetary and fiscal policies and the evolution of interest rates, inflation and risk premiums. Based on this, the main allocation choices are determined, including the duration profile, positioning along the yield curve and geographical and sectoral exposures.
Bottom up analysis focuses on the selection of individual instruments, through evaluation of the financial and risk characteristics of the issuers and issues, including strength of fundamentals, debt sustainability, cash flow structure, contractual features and relative value among comparable instruments.
The teams are made up of professionals boasting many years’ experience in the respective segments who rely on market analyses and proprietary tools and models, supported by the main financial market platforms.
The team is led by Massimo Spadotto.

The Responsible Investments & Stewardship team is tasked with the diffusion and implementation of Socially Responsible Investments (SRI), promoting the integration of Environmental Social and Governance factors (ESG) into the investment process, and is responsible for the development and implementation of company ESG and SRI policies and guidelines, as well as for the correct running of all the related operational processes, in coordination with both the Company’s internal functions and with the competent Group functions.
The team supervises the correct and efficient conduct of activities tied to the exercise of voting rights for the shareholdings pertaining to the assets managed by the Company, and guarantees engagement with relevant issuers on corporate governance, environmental and social themes.
The team is led by Alessandro Solina.

The structure coordinates macroeconomic and market analysis, proposes the reference macro scenario, and supports portfolio management teams in implementing investment guidelines, tactical decisions and portfolio asset allocations. The structure is also responsible for developing absolute and relative valuation models for financial assets under investment, analysing investor positioning and financial flows related to financial assets, as well as preparing periodic information prospectuses on valuations, positioning, and flows to support the content of the Investment Committee and the weekly Market Update. It also collaborates in the creation of periodic disclosures regarding financial products and services required for sales and post-sales activities, as well as in the conduct of ad hoc analyses requested by business structures or management teams.
The team is led by Andrea Conti.