On 3 December 2020, in the glamorous setting provided by the Gran Visconti Palace Hotel in Milan, Eurizon received the AIFIn Asset Management - Innovation Award 2019.
The award aims is to promote the role of innovation in the asset management industry, and is geared to assessing the overall innovation capacity of financial institutions.
More in detail, AIFIn Asset Management - Innovation Award sets itself forth as an award that assesses the overall innovation capacity of financial institutions, a collection of innovative case studies, a guide for the market, and an observatory on sector evolution and innovation.
The award is based on the principles of independence, objectiveness and ethicality, guaranteed by a jury made up of representatives of the organizing bodies (excluding members of the Boards of Directors of banks, insurance companies, and financial intermediaries), and external jurors, tasked with assessing up to three projects per entrant.
The assessment covered the characteristics and complexity of each project, the target and the value created for the end user, the level of originality and innovation of the project, the goals and results achieved
Eurizon entered with:
- The Global Impact Report, that quantifies the green projects financed, and transparently provides an overview of the results achieved by the Company’s green investments (clean power generation, jobs created, water saved, etc…);
- The proprietary ESG platform, designed for both the sharing and development of contents on the sustainability of businesses, and the elaboration of synthetic sustainability scores for over 1,600 listed companies worldwide;
- Digital services for financial advisors, such as the EurizOnline webinar and the GP configurator, that provide key and evolved contents to financial advisors in real time and also on-the-move.
For further information, visit the AIFIn website
At the 21st edition of the Premio Alto Rendimento, Eurizon won the following awards:
• Italian Funds "Big" – Best Asset Manager – 3rd place, Eurizon Capital
• Eurizon Project Italia 20 PIR: BEST PIR funds – Best Fund – 3rd place
The Premio Alto Rendimento (High Yield Award) is assigned by Il Sole 24 ORE based on solid analysis criteria, using valuations provided by CFS Rating.
To assign the awards to the three best Italian asset management firms over a 3-year period (data as at 31 December 2018), the AM firms were divided into two groups: “Big”, with assets under management of over 4 billion euros, and “Small”, with on assets under management of less than 4 billion (as per 3Q 2018 data published by Assogestioni).
The analysis of the PIR product segment was implemented considering the performances achieved by the funds over a period of 18 months. As the analysis is focused on PIR funds belonging to different categories (with very different volatility levels), in consideration of the high volatility and ngative performances of the Italian stock market, the awards went to the funds that consistently outperformed, and managed to do so showing lower volatility levels than the benchmark.
For details on the methodology used, visit: https://www.ilsole24ore.com/finanza-e-mercati/fondi-24/premio-alto-rendimento-2018/metodologia.shtml