Symphonia SGR offers its clients a wide array of products, the result of the combination of the product lines of Symphonia SGR and BIM SGR, which became a single company effective 1 January 2008.
Collective investment products (Collective Investment Undertakings - CIUs).
This line consists of products with different legal statuses. Following the merger, Symphonia SGR began a thorough rationalisation of this product line (working on the timetable imposed by the need to obtain the required authorisation from supervisory authorities):
- Symphonia Sicav, comprising sub-funds (equity, flexible, bond, and balanced) belonging to a variety of Assogestioni categories on the basis of the type of financial instrument in which they invest and their risk profiles. The status of SICAV (“investment company with variable share capital”) allows for a high degree of client involvement through the possibility of casting a vote at the general meeting.
- Symphonia Multi Sicav, a multi-fund product based on an attempt to achieve the greatest possible specialisation in certain geographical areas by selecting managers and CIUs through a complete, comparative analysis of all of the main risk/return parameters.
- Mutual funds (equity, flexible, bond, and balanced) belonging to a variety of Assogestioni categories on the basis of the type of financial instrument in which they invest and their risk profiles.
Individual products
The Portfolio Management service resulting from the merger represents the instrument best suited to the management of a considerable body of assets and is an expression of the concept that has always characterised Symphonia SGR and the Banca Intermobiliare Group as a whole: offering clients the possibility of personalising investment decisions through an in-depth analysis and careful selection of individual securities.
The services offered are divided into the various management lines available:
- Direct portfolio management of securities from Italy’s domestic market or European markets, including the possibility of opting for a balanced-product formula. Investment decisions are founded on direct knowledge of the fundamentals of individual companies, obtained by planned periodic visits to listed companies, as well as constant monitoring of financial markets.
- Mangement of multimanager funds, in which, alongside the direct management of securities from Italian and European markets, Symphonia SGR draws on the best foreign managers for international, extra-European markets, selecting CIUs through a thorough comparative analysis.
- “VIP” and “To.R.O. (Total Return Opportunity)”, two flexible management lines that include the use of hedge funds.
