Webinars & Conferences on May 11 IT’S TIME FOR ESG INVESTING Sabrina Ritossa 10:30 - 11:00 - SYCOMORE HAPPY@WORK FUND ESG Analyst - Sycomore Asset Management Matteo Bosco 11:00 - 11:30 - VERIFY ONLINE HOW SUSTAINABLE IS YOUR TOP TEN THROUGH THE ESG CONSENSUS® Partner - Conser Arianna Magni 11:30 - 12:00 - ETICA SGR: THE ESG IMPACT OF AN ASSET MANAGER 100% SUSTAINABLE Head of Institutional and International Business Development - Etica SGR Alberto Ambrosi 11:30 - 12:00 - ETICA SGR: THE ESG IMPACT OF AN ASSET MANAGER 100% SUSTAINABLE Risk Manager - Etica SGR Sabrina Ritossa × 10:30 - 11:00 - SYCOMORE HAPPY@WORK FUND Sycomore Happy@Work is a European equity stock picking fund that pays attention to how companies value human capital, as a key performance driver. Stock selection is driven by thorough fundamental analysis combined with proprietary ESG research with a strong emphasis on social factors. The analysis draws upon the experience and knowledge of field experts, human capital managers and employees, and fund managers also carry out on-site visits. Matteo Bosco × 11:00 - 11:30 - VERIFY ONLINE HOW SUSTAINABLE IS YOUR TOP TEN THROUGH THE ESG CONSENSUS® During the session you will be able to experience Conser’s platform and receive your results directly in your email. In addition, the main reporting elements used in ESG will be explained with a practical case. Founded in 2007, one of the first advisory firms 100% dedicated to sustainable investment. Conser has played a leading role in the development of the sustainable investment industry in Switzerland, co-founding the two Swiss Finance Sustainability platforms (SFG & SSF) whose goal is to spread responsibility in finance. The company is also Bcorp certified. Since 2018, Conser has made the move to digitalization of its core business. Conser has successfully worked with over 80 institutional clients – pension funds, foundations, banks, insurance companies and asset managers. Arianna Magni × 11:30 - 12:00 - ETICA SGR: THE ESG IMPACT OF AN ASSET MANAGER 100% SUSTAINABLE Investing not only involves generating an economic return but also generating impacts on other dimensions, especially on the environment and society. Etica Sgr was founded in 2000 and it is currently the only Italian asset management company focused 100% on socially responsible investments. According to Etica investing in a sustainable and responsible way means integrating financial analysis with environmental, social and governance (ESG) analysis to perform a more comprehensive assessment of issuers and thus select the companies most attentive to socio-environmental issues and the most virtuous countries. All funds managed by Etica Sgr are considered sustainable products pursuant to EU Regulation 2019/2088 (SFDR). In Etica Funds’ proposal, the aim to obtain potential positive financial performances always goes hand in hand with that of generating positive impacts for the environment and society. Finance can therefore have a concrete and important impact on the management of risks, both climatic and non-climatic, by directing resources and energies towards companies and activities that generate impact. It is crucial now to consider ESG issues in investments, also to perform a more comprehensive control of risks: risks coming from ESG factors are currently more and more relevant and are difficult to be intercepted with the traditional financial analysis. Those risks have a concrete financial impact in the long term, affecting stock market returns and price volatility. To this regard Etica performs, for all its funds, a double check in terms of risk control combining financial risk and ESG risk, the one resulting from ESG issues, and designed a proprietary metric, named “ESG Risk”, to measure it ex ante, before investing. The natural final phase of the ESG analysis process is the concrete measurement of the real impact resulting from having invested paying attention to ESG issues. Since 2017, Etica publishes an Impact Report, a document with which it presents the results of the ESG impact of the equity investments of its funds with respect to the reference market and of the engagement activities conducted with the investment companies. In 2015, it signed the Montréal Carbon Pledge and made public a commitment to measure and declare the emissions of its equity portfolio by calculating the carbon footprint every year. Furthermore, thanks to the voluntary devolution made by its clients, Etica Funds was able to set up a fund that acts as a guarantee for microfinance projects in Italy and that supports crowdfunding initiatives with a high social and environmental impact Alberto Ambrosi × 11:30 - 12:00 - ETICA SGR: THE ESG IMPACT OF AN ASSET MANAGER 100% SUSTAINABLE Investing not only involves generating an economic return but also generating impacts on other dimensions, especially on the environment and society. Etica Sgr was founded in 2000 and it is currently the only Italian asset management company focused 100% on socially responsible investments. According to Etica investing in a sustainable and responsible way means integrating financial analysis with environmental, social and governance (ESG) analysis to perform a more comprehensive assessment of issuers and thus select the companies most attentive to socio-environmental issues and the most virtuous countries. All funds managed by Etica Sgr are considered sustainable products pursuant to EU Regulation 2019/2088 (SFDR). In Etica Funds’ proposal, the aim to obtain potential positive financial performances always goes hand in hand with that of generating positive impacts for the environment and society. Finance can therefore have a concrete and important impact on the management of risks, both climatic and non-climatic, by directing resources and energies towards companies and activities that generate impact. It is crucial now to consider ESG issues in investments, also to perform a more comprehensive control of risks: risks coming from ESG factors are currently more and more relevant and are difficult to be intercepted with the traditional financial analysis. Those risks have a concrete financial impact in the long term, affecting stock market returns and price volatility. To this regard Etica performs, for all its funds, a double check in terms of risk control combining financial risk and ESG risk, the one resulting from ESG issues, and designed a proprietary metric, named “ESG Risk”, to measure it ex ante, before investing. The natural final phase of the ESG analysis process is the concrete measurement of the real impact resulting from having invested paying attention to ESG issues. Since 2017, Etica publishes an Impact Report, a document with which it presents the results of the ESG impact of the equity investments of its funds with respect to the reference market and of the engagement activities conducted with the investment companies. In 2015, it signed the Montréal Carbon Pledge and made public a commitment to measure and declare the emissions of its equity portfolio by calculating the carbon footprint every year. Furthermore, thanks to the voluntary devolution made by its clients, Etica Funds was able to set up a fund that acts as a guarantee for microfinance projects in Italy and that supports crowdfunding initiatives with a high social and environmental impact Sponsors 2021 CurioInvest × Kellerhals Carrard × Leading law firm in Switzerland, with 6 offices and over 200 lawyers. The firm specializes in finance and FinTech, following several authorizations at FINMA, including among the first FinTech authorizations. The studio is also specialized in the blockchain and cryptocurrencies field and closely follows several projects related to the world of new technologies. The firm specializes in: – obtain authorizations to carry out FinTech activities in the crypto world – request a Non Action Letter from FINMA on the activity you intend to carry out – company shares tokenization Hetica Capital × “Alpha” returns thanks to new investment opportunities Hetica Capital offers quality investments linked to the Luxury hotel , gold and blockchain sectors (STO). A new opportunity has also just opened up regarding vintage cars, for which the first dedicated investment fund is being designed. Edmond de Rothschild × COMPANY PROFILE As a conviction-driven investment house founded upon the belief that wealth should be used to build the world of tomorrow, Edmond de Rothschild specialises in Private Banking and Asset Management and serves an international clientele of families, entrepreneurs and institutional investors. The group is also active in Corporate Finance, Private Equity, Real Estate and Fund Services.With a resolutely family-run nature, Edmond de Rothschild has the independence necessary to propose bold strategies and long-term investments, rooted in the real economy. Created in 1953, the Group now has CHF173 billion (€160 billion) in assets under management, 2,600 employees and 32 locations worldwide PRODUCT PROFILE EdR Fund Bond Allocation: Unconstrained global fixed income fund; active, diversified allocation with dynamic duration management across all bond segments Private Equity: Sophisticated, forward-looking strategies with high value creation potential; Alignment of interests between the Edmond de Rothschild Group as anchor investor, the investment team and the investors; Opportunity to invest alongside the Rothschild family EdR Sicav Euro Sustainable Equity: Eurozone equity fund; SRI-labeled since 2009; High-quality stocks providing solutions to sustainable development changes. Adepa × Framont & Partners Management Ltd × Wealth Management and more. Targeting value and performance. Find out our services and contact us! REYL & Cie (Malta) Ltd × REYL is an independent banking group characterised by a strong entrepreneurial spirit. Offering depositary services in Malta was a natural evolution for our Group. The REYL Group’s long-standing expertise in the areas of Wealth Management, Entrepreneur & Family Office Services, Corporate Advisory & Structuring, Asset Management, and Asset Services has allowed it to expand its offering to include depositary services to all kinds of funds as well as investment funds. Our objective is to combine our resources and technical skill to provide our clients with high value-added and personalised services. REYL & Cie Ltd headquartered in Geneva established a fully owned subsidiary in Malta, REYL & Cie (Malta) Ltd, which holds a category 4A license granted by MFSA. The license covers custody/depositary activities for all types of Collective Investment Schemes. REYL Malta covers all depositary functions and ensure the custody and depositary responsibility such as 1) safe-keeping of funds’ assets, 2) cash flow monitoring, 3) oversight on valuation process, subscriptions and redemptions, compliance with law and regulations, investments restrictions surveillance, as well as 4) monitoring inflows and outflows and 5) asset ownership verification and recording. REYL Malta delegates to REYL & Cie Ltd its sub-custody activities for liquid assets. This set-up also allows Malta to leverage on the organisation, experience and operational know-how of the banking structure in Switzerland. At REYL Group, we strive to provide innovative solutions and tailor-made offers. Intellibonds × Company description: IntelliBonds helps institutional bond investors lower costs through intelligent automation whilst transforming data into alpha. Our virtual AI assistants ‘collaborate’ with your fixed-income investment professionals, allowing them to save cost, generate Alpha and improve decision-making. Product description: Credit Assist Credit Assist AI-augments analyst’s daily workflow with bots helping with fundamental, relative value analysis and forecasting. The platform also generates news sentiment with bots continuously generating trade ideas as well as rating predictions. Portfolio Assist Intelligent portfolio construction, optimisation, and investment idea generation specific to your investment strategy. Lemanik × COMPANY DESCRIPTION Independent, family-owned and FINMA regulated investment boutique, Lemanik Invest actively manages and distributes from Lugano and Zürich the Lemanik SICAV (1.8 bn/Eur) to qualified investors in Switzerland. Lemanik Invest is an highly specialized and focused investment boutique managing niche, liquid and alternative investment strategies in the UCITS format (Fixed Income 2.0, Global Macro, High quality equities) Fixed Income 2.0: the Unified Approach ALM based philosphy, active Total Return strategies financed via generated income, non-core credit markets, buy-and-hold, ultra-short term residual life, credit derivatives. These are only a few peculiarities of the two funds that we manage. Global Macro: a liquid alternative to smooth portfolio volatility Proven (13Y track record) decorrelation to financial markets, downside protection, asymmetric return profile, fundamental approach, unconstrained long-short multi-asset framework. A must-have tool for an investment portfolio. High quality global equities: a private markets approach to public equities Strong conviction beneath a concentrated equity portfolio of global active companies with strong cash flows and high growth rates. A very low portfolio turnover, long average holding period and sectors’ exclusions are other pillars. SIA Funds × Masttro × Prosperise Capital × Introduction to Multistar Prosperise Credit enhanced fund. A Fixed Income Ucits Alternative Prosperise Capital is a specialised asset manager in the credit sector. It was created in 2009 and it is regulated by the Financial Conduct Authority . It manages 800 mln AUM. Prosperise Capital has successfully gained regulatory approval for a new UCITs fund (“Credit Enhanced Fund”) investing in structured credit instruments. Certain limits will safeguard compliance with UCITs regulations and ensure necessary liquidity. The fund will be an actively managed credit fund ,focused on investing strategically in the capital structures of various performing credit assets, with focus on credit indexes and securitised assets . Prosperise Capital has managed this strategy for more than 15 years, through various crises and multiple phases of the cycle with positive results. The last 12 month (data Creditflux YTD September) the strategy (managed in an off shore vehicle, Sgas Pearl Vega) has achieved returns of 6.1 % on a net basis (8.1 % gross) and remains one of the best among the top structured credit managers in Europe, and one of only a few that have generated positive returns in 2020. (YTD September 5.8% and 7.8%) . A multi-year track record will be included in the presentation and made available. The extraordinary volatility experienced by the market in 2020 is reminiscent of previous crises, yet we think investors should approach the market once again: plenty of value pockets remain available. Credit spreads in structured credit persistently offer a considerable pick up versus similarly rated assets and greater protection against defaults. We believe that 2021 should be a year of normalisation implying low interest rates and tight vanilla credit spreads. However, default rates are expected to rise once support from governments and central banks around the world is phased out. This can leave credit markets vulnerable and so a degree of structural protection and instrument flexibility become desirable features going into 2021 for improved value and downside.We will present at Nimeetz this fund and will be happy to meet you to explain the characteristics. Odey Wealth × BOV Fund Services × BOV Fund Services Ltd is Malta’s fund industry pioneer and a fully owned subsidiary of Bank of Valletta plc, Malta’s largest banking group. The Company was set up in 2006 to provide a comprehensive and integrated range of high-end fund administration solutions to the funds industry. Through the dedication of its highly qualified and professional human resources as well as significant investment in state-of-the-art technology, BOV Fund Services has positioned itself as Malta’s leading fund administration company, with assets under administration representing more than 20% of the local market share. The Company also provides fund managers and promoters from multiple jurisdictions with a one-stop-shop solution in delivering fund structuring and redomiciliation solutions on a turnkey basis, as well as a comprehensive suite of fund administration services including fund accounting, shareholder registry, regulatory reporting, corporate services, and other ancillary services. BOV Fund Services is recognised as a Fund Administrator and licensed as a Company Services provider by the Malta Financial Services Authority Axyon AI × Axyon AI is on a mission to bring asset management to the future with superior, advanced, accurate and consistent AI and deep learning predictive solutions. We partner with our clients to innovate their investment and risk management process by integrating breakthrough AI technology. Deep learning, the newest area of machine learning, is revolutionising the asset management industry. Our superior deep learning technology is specifically packaged into tailor-made solutions for asset managers, including hedge funds, and corporate trading desks. Our team, with expert domain knowledge of the financial sector, brings together leading and deep technological expertise for Axyon AI’s customers. We work closely in collaboration with the renowned computer sciences faculty at the University of Modena and Reggio Emilia to stay at the cutting edge of global developments in deep learning. We are headquartered in Modena (Italy), with a representative office in Milan and London (UK) Axyon IRIS® Web leverages cutting-edge AI and deep learning technology to support portfolio managers in asset selection and security selection. – Use AI and deep learning forecasts to get insights over the future performance of selected asset pools (e.g. stocks, futures, ETFs, funds). – Perform AI-based asset selection or inform discretionary market views. – Go beyond the traditional black box AI framework by leveraging advanced techniques that highlight the strongest drivers for each prediction (e.g. sector, value, momentum, – risk indicators). – Take advantage of off-the-shelf coverage of popular asset pools, including the EUROSTOXX 50, with 1-week, 1-month and 3-month forecasts. Axyon IRIS® Web can become a fully integrated component of the client’s portfolio process. The following elements can be customised for the client: – Coverage of asset pools and forecast horizons. – Prediction targets beyond ranking by expected return (e.g. ranking by expected sharpe or volatility). -Integration of Axyon IRIS® Web with bespoke prediction models trained over the client’s proprietary data feeds. OpenFunds × The principals of OpenFunds have been distributing selected funds to qualified investors (predominantly in Switzerland and the Middle East) since the 1990’s. We endeavour to provide our network with what they are looking for. Currently there is a clear preference for alternative, non-market based investment products and financial-based funds with a differentiating “special twist”. OpenFunds provides fund promoters with representation services for foreign collective investment schemes marketed and distributed in or from Switzerland to qualified and non-qualified investors. By appointing a Swiss representative for their funds, fund promoters and their distributors are able to actively market their products directly to qualified and non-qualified investors in Switzerland. Centro Studi Villa Negroni × Main provider of lifelong learning courses for the banking and financial market in Ticino, nationally recognized for the quality of the training offered. Fundeye × Gold Grain Capital × Legallab × Ethenea – MainFirst × ETHENEA INDEPENDENT INVESTORS is an asset management boutique focusing on multi-asset funds. Ethna Funds and Hesper Fund are attractive investment solutions for a range of investors’ profiles; they invest in OECD countries with a diversified macro-driven and risk-controlled approach. Ethna-DEFENSIV: Unconstrained flexible bond fund, it looks for positive returns and <4% volatility. Focus on bonds of OECD issuers in hard currency, plus liquid derivatives on rates and fx and gold. MAINFIRST ASSET MANAGEMENT in a multi-boutique that actively manages mutual funds and special mandates. The objective is to generate long-term stable alpha on different asset classes: global and European equity, multi-thematic, emerging countries corporate bonds, absolute return and alternatives. MainFirst Global Equities Fund: ESG multi-thematic global equity fund focused on structural growth trends such as digitalisation, automation and decarbonisation with equity hedging overlay. MainFirst Global Equities Unconstrained Fund: Global equity fund with a multi-thematic ESG approach, focusing on structural growth trends such as digitalisation, automation and decarbonisation. MainFirst Absolute Return Multi Asset: Global multi-thematic ESG multi-asset fund (structural growth trends) investing in bonds and equity with hedging. It looks for positive returns and <5% volatility. American Century Investments × Lynceus Partners × Advisor × Open Financial Communication è il primo sistema editoriale integrato e multipiattaforma, dedicato alla consulenza finanziaria e al risparmio gestito. Il Sistema Advisor, è costituito da una serie di piattaforme offline e online, in grado di raggiungere i diversi target di riferimento. Swan Asset Management × Mikro Kapital × Since its foundation in 2008 Mikro Kapital focused on impact investments and social responsibility, with a particular attention on emerging countries and a developing leading experience in microcredit. The Company’s mission is to judiciously target economic growth in the countries where it operates, by ensuring financial flows to niche markets considered safe and profitable. Mikro Kapital operates through two Special Purpose Vehicles (SPVs): Mikro Fund and Alternative. Both funds invest in their portfolio companies, Micro Finance institutions which issue loans to small and micro businesses across emerging areas in Russia and along the Silk Road. Mikro Fund and Alternative collect financial resources from European Institutional and Private Investors through bonds issued twice a month with a short and medium maturity. Mikro Kapital Management SA is a Luxembourg registered company. The company has been expanding over the past decade reaching more than of 710 million EUR of AUM. Currently it is present in 14 countries and 122 Portfolio Companies (MFIs, authorized by the Central Banks of the respective countries, and their operative offices). Mikro Kapital is a signatory of the PRI and is committed to minimize the negative impacts and ESG risks of our investments. Furthermore, it is focused to contribute the achievement of the Social Development Goals of the United Nations. QORE GOLD × GIM Legal × GIM Legal is a law firm that operates primarily in the financial and real estate sector, offering legal and regulatory advice to its clients on matters concerning litigation and transactional issues. GIM Legal has offices in Rome, Milan and London. Our team is made of senior lawyers and experienced accountants. Additionally, the operational model adopted by GIM Legal is focused on the interdisciplinary development of our experts. Additionally, our innovative use of technology allows our expert to excel in the interaction and communication with clients. In the Financial Services sector, GIM Legal offers its clients assistance in the following industries: – Asset Management – Banking – Consumer Finance – Fintech & Blockchain – Insurance – Investment Banking – NPL – Venture Capital Similarly, in the Real Estate sector GIM Legal focuses on: – Hotel – Finance – Corporate – Infrastructure – Litigation A key strength of our team is the ability to assist clients across different sectors through multidisciplinary teams. The firm also has a White-Collar Crime department. Eurizon Capital S.A. × COMPANY PROFILE Eurizon is a leading player in European Asset Management with over €433 bn AuM and a widespread international presence. For 35 years we have continually innovated to grow and expand our business. Eurizon adopts a diversified investment approach, with recognized abilities in Euro Fixed Income, Emerging Markets, Multi-Asset, and Quantitative Management. Eurizon Capital SGR is the Asset Management Division Company of the Intesa Sanpaolo Group. Eurizon operates through its commercial branches in France, Spain, Germany, and Switzerland. PRODUCT PROFILE We invite you to explore the following investment opportunities: China Onshore Bonds / Eurizon Fund Bond Aggregate RMB This for foreign investors newly accessible bond market presents a positive yield of 3.5% and a low or negative correlation to traditional assets. Therefore we feel that it is a very valid investment idea in the current negative interest rates environment. Eurizon runs the largest pure onshore Chinese bond fund (AuM €2.0bn) Green Bonds / Eurizon Fund Absolute Green Bonds A global aggregate bond fund fully invested in Green Bonds. The perfect investment for investors willing to do a positive impact on our planet through their investment. We are focused to invest only in selected projects which guarantee the greenest portfolio possible. Twice a year we provide an Impact Report that shows the achieved result. EURO- Fixed Income / Corporate, Government, HY, and Aggregate Eurizon has a full range of top-performing funds within the EURO Fixed Income. Please reach out to us for any need in this market segment you may have. Topan MapuFin AG × LATEST NEWS Since 20th August 2020, MapuFin I (paper trading) increased +11.9% in value (as of 26th December). PRODUCT PROFILE Mapuin® I is a unique product with a sustainable, quant driven investment strategy. It is a pioneer known for multi-layer, fintech driven filtering of companies embracing and going beyond ESG (ESG, IRIS+ and Norwegian Council of Ethics ethical overlays), grasping their tech innovation competency and aiming for consistent absolute returns. It invests in exchange-listed, liquid stocks and derivatives globally through a long/short equity, industry agnostic investment strategy. It will be tradeable on the Luxembourg Stock Exchange (dual listing on Green Stock Ex.). MapuFin® I is the first of a series of Triple-E® (Economic, Ecological, Ethical) structured products of Topan MapuFin, having significant influence on ‘moving capital in the right direction’TM. It leverages the unique capabilities of Topan MapuFin’s advisory committee including decades of investment experience and expertise, combined with a proprietary, research driven Big Data analytics approach that uses 100Bn+ data points. Investment strategy: Long/short equity (exchange-listed stocks and derivatives), with a strict Triple-E®, ESG, IRIS+ overlays and in alignment with the Norwegian Council of Ethics ethical exclusion list. Experience: USD 2.5Bn+ AUM, decades of investment management experience, decades of Big Data analytics and Technology experience, a decade of experience in Triple-E® investment. Universe: Industry agnostic, global exposure. Investment theme: Triple-E® performance. Est. CAGR and Sharpe (2012/2020, net): 20.3% and 1.79 (simulated, non-black-box, point-in-time model) COMPANY PROFILE Topan® MapuFin® AG (2020) is a boutique investment management advisory delivering incisive, informed and disruptive FinTech innovations. It is a privately held company limited by shares and part of the Topan® ecosystem founded in Switzerland in 2011. Its mission is to cross-pollinate distant system elements into a value-based investment pool, providing new approaches to Triple-E® (Economic, Ecological, Ethical) investment intelligence, ‘moving capital in the right direction’TM for a positive planetary change. Leveraging the benefits of combined, highly skilled and experienced investment management advisory team with unique, research driven Big Data analytics approach using billions of data points, the company will advise clients globally (incl. qualified UHNW investors, family offices, institutional investors, private banks and other financial institutions) on a broad range of innovative actively managed Triple-E® investment strategies embedded into structured products. ‘Topan® – moving capital in the right direction’™. Maverick Consulting × Etica SGR × COMPANY PROFILE Etica Sgr S.p.A. is an Italian asset management company that has always exclusively provided sustainable and responsible investment solutions since its launch in 2000. Etica was founded in 2000 on the conviction that analysing issuers (companies and countries) from an ESG (Environmental, Social and Governance) viewpoint can deliver greater added value in terms of performance. Etica sustains a constant dialogue with the management of the companies in which its funds invest, exercising its voting rights in shareholders’ meetings to urge companies towards more responsible behaviour and help them achieve this goal. Our capabilities have been substantiated by numerous awards and by our steady growth. Digital Asset Fund × Investing in Crypto Assets is fascinating, and can potentially be very profitable, however there are many hidden pitfalls and risks when dealing with this Asset Class. For a fund manager, trustee o even an advisor, approaching this Asset Class requires experience and foresight, due to the complications of the technology that is not yet user friendly and the risks connected with the custody of these Assets. Furthermore, there is a very high volatility and managing emotions can be difficult. Instead of investing directly, a smarter approach would be to buy shares in an Alternative Fund that manages the exposure to Crypto in a professional and active manner, aiming to reduce possible drawdowns while still benefiting from the sometimes substantial returns offered by this sector. Global Series – Digital Asset Fund invests in Crypto Assets allowing exposure to this sector through a Harmonized Alternative Fund authorized for sale in the UK, Switzerland and Italy. Oxygen Fund × Banca Credinvest SA × Banca Credinvest is a Swiss bank, based in Lugano and Zürich, with a growing business (CHF1.3bn raised from institutional investors) and a solid balance sheet (Tier 1 capital in excess of 25%). Banca Credinvest engages in traditional private banking and asset management business and provides a comprehensive offering to institutional clients ranging from trading and custody to structured and securitised products. The Bank has a truly unique setup for Actively Managed Certificates (more than CHF220 mln issued in less than 3 years): 1. Direct access to the Bank’s trading desk and online trading platforms (Saxo, Interactive Broker etc); 2. All types of possible investment strategies and no limits on portfolio rebalancing; 3. Entire risk overview in one single account; 4. Alternatives for management of counterparty risk (Off-balance sheet SPV which may issue securities listed on European stock exchanges). Calebo Capital × COMPANY PROFILE: Calebo Capital is an independent financial boutique specialised in derivative products and offers professional advice for tailor-made, first-class investment solutions for professional Swiss investors in areas ranging from investment certificates and structured products to portfolio hedge strategies and commodity investments. Our proven expertise and experience, profound market knowledge and ability to react quickly allow us to identify investment opportunities early and capitalise on them. PRODUCT PROFILE: We advise clients in all matters regarding derivative instruments providing ideas and solutions for portfolio. We offer all kind of derivative investment strategies like capital protected product, yield enhancement and participation products and we develop strategies to hedge your portfolio from different risks. We have a network of 25 investment banks. IG Prime × COMPANY PROFILE Delivered by robust technology, supported by individual service IG Prime is your global partner for prime brokerage services. IG has been built on the concept of providing innovative solutions for our clients. Founded in London in 1974, we began by offering a new way to trade on the price of gold. We soon grew into a respected market leader, with cutting-edge technology and global connections that helped us to become the first choice for ambitious and sophisticated traders. Today we are an established FTSE 250 company with a strong balance sheet, and a market cap of £2.8 billion. We handle around 7.7 million transactions globally each month enabling clients to benefit from our liquidity and our strong relationships with Tier 1 banks worldwide. In 2006, we expanded our range of innovative trading products to launch prime brokerage services. We have been delivering tailored solutions for hedge fund managers and family offices ever since. PRODUCT PROFILE Your first choice for prime brokerage Our prime brokerage business gives you access to a range of synthetic, custody, trading and financing solutions. Our worldwide network provides global market access and our technology is cutting edge, but we believe that this is not enough. Our focus is on delivering tailored answers for your needs: World-class execution with access to global markets Synthetic prime offering Custody and asset servicing Multi asset-class product offering Delegated reporting Competitive margining, with alternative forms of collateral recognised Access to shorting with our unique inventory Flexibility, with no minimum AUM or monthly revenue commitments Our prime brokerage services begin with rapid onboarding and the support of our dedicated technical development team. Our experts will ensure integration and seamless connections between our systems and yours in the shortest possible time. Once you are onboard our advanced technology has been developed to make that access simple and intuitive. We provide web-based trading, mobile apps, and our own proprietary execution systems. We also support third-party trading access via FIX, MT4, API and Bloomberg EMSX. This means we can deliver substantial liquidity and price-improvement benefits, giving you the tools you need to trade quickly and effectively. ig.com/prime Sycomore AM × Lyxor ETF × Lyxor ETF: the original pioneers Lyxor has been running ETFs since 2001, longer than any other European provider. Our pioneering spirit helped shape the market you know today. We’ve become one of Europe’s largest1, most liquid ETF managers. And our far-reaching range spans all asset classes and includes some of the largest and best performing ETFs in Europe2. We now offer almost 300 ways to explore markets. So, whether you’re seeking essential core index exposure or reaching out for more tactical opportunities in specific sectors or markets, we have the product to match. We also offer unique ESG and thematic exposures to help you prepare for a changing world. Wherever you roam, rest assured our quality charter means every fund meets the same meticulous standards. 1Lyxor International Asset Management, as at 31/12/2019. 2Bloomberg. Data over the period 31/12/2018-31/12/2019. Timberland Investment Resources Europe × Timberland Investment Resources Europe (TIR Europe) is dedicated to providing investors with superior risk adjusted returns through the acquisition, management and sale of forestry and related assets. We are an affiliate of Timberland Investment Resources LLC (TIR) which at 31st March had an AUM $1.628bn and managed 812,355 acres of land. We are committed to managing your timberland holdings with a strong stewardship ethic. Our senior team average over 25 years of experience and have a long track record of delivering consistent, sustainable returns for pension funds and institutional investors. TIR is 3rd party certified under the Sustainable Forestry Initiative (SFI). Investors can participate either directly or via a fund structure. TIR is authorized and regulated by the SEC and TIR Europe is authorized and regulated by the Financial Conduct Authority. We are a privately owned investment management partnership headquartered in Atlanta, Georgia. We maintain offices in Boston, Massachusetts; Charlotte, North Carolina; Dalton, Georgia; Lufkin, Texas; and London. Specialties: Ethical and sustainable investments. Investment management company specializing in the acquisition, management and sale of forestry and related assets State Street Global Advisors – SSGA × Global Series SICAV plc × Open platform for a global investment opportunity. Framont & Partners Management is a financial entity dedicate to servicing advisor, family office, financial advisors or family groups with the funds platform service Global Series SICAV. This is a one-to-one opportunity to invest the assets with a proprietary investment strategy or to optimize family wealth. Please access our reserved contents and request your e-meeting! FIDA × BMO Global Asset Management × BMO Global Asset Management is a global investment manager with offices in more than 25 cities in 14 countries, delivering service excellence to clients across five continents. We have over €240bn in assets under management, as at 31 October 2019. Our ambition is to be recognised as a manager capable of meeting a range of client needs. Our investment hubs in Toronto, Chicago, London and Hong Kong are complemented by world-class specialist managers strategically located across the globe: BMO Real Estate Partners, LGM Investments and Pyrford International Ltd. Alongside stand-alone asset class capabilities actively aiming to outperform, we offer solutions-based products that leverage off our global investment platform. BMO Global Asset Management is a signatory of the United Nations-supported Principles for Responsible Investment initiative. Our parent company, BMO Financial Group, is a highly diversified financial services provider based in North America with 45,000+ employees. Harmony Healthcare Fund/DM Capital × 21Shares × 21Shares AG creates financial on-ramps crypto assets and develops crypto Exchange Traded Products (“ETP”) with crypto indices that track a single and baskets of crypto currencies, as well as makes investment in crypto currencies. 21Shares serves customers across all Switzerland and Europe. 21Shares listed its first Crypto basket ETP back in November 2018, the very well known HODL ETP in the Six Swiss stock exchange. At today 21Shares have 11 ETP, listed in 6 different Stock Exchanges across Europe and Switzerland, trading in 4 different currencies (EUR, CHF, USD, GBP). OpenPHInance × The Investment Management industry has three big problems to solve: 1) Compliance and AML law restrictions occupying always more time and resources 2) Difficulty in developing new business due to cross boarding restrictions 3) Poor profitability for customers under € 500,000 Through Openphinance we are able to solve all three of these problems. Openphinance is a collaborative digital wealth management platform. Openphinance is the first and only open digital platform for managed accounts. It allows for Fiduciaries, Advisors, Family Offices and Asset Managers to offer their clients a completely digitalized and paperless management with the possibility of selecting between multiple asset management strategies, multiple managers and multiple custodian banks. The Omnibus Account technology allows you to easily manage clients with holdings of less than €500.000, converting them from a cost to a profit center. The versatility of Openphinance allows for the creation of a White Label version, while maintaining the collaborative model even when crossboarding. Setup an appointment to learn more about our new business model. Conser × 100% dedicated to responsible investment, Conser has developed a unique ESG digital tool to assess the sustainability profile and impact of portfolios. Our expertise is based on collective intelligence which captures most relevant ESG voices of the industry. Carnegie Fund Services SA × Carnegie Fund Services SA Carnegie fundservices (CFS) is the leading legal representative of foreign funds in Switzerland, authorised and regulated by FINMA since 2003. CFS represent some 800 funds for more than 100 fund managers globally. We provide to our clients an integrated solution for entering the Swiss market, including representation, paying agency, translation, general distribution and tax reporting. Carnegie fundservices offers solutions for FinSa and FinIA compliance and Distributor Due Diligence services through the Due Diligence Hub platform. fundeyeTM our web-based platform provides fund data and document publication and dissemination in more than 60 countries on 5 continents. Carnegie fundservices has a team of lawyers, qualified translators, IT professionals and a number of experienced fund administration specialists in our operations department, allowing us to offer efficient and cost-effective service. We are an independent, management owned company. FinSa and FinIA compliance On January 1st 2020, the rules governing the offer of funds in the Swiss market have changed due to the introduction of the Federal Act on Financial Services, the Federal Act on Financial Institutions and the respective Ordinance. To help your organization to become compliant with the new requirements for raising capital in Switzerland, for Swiss compliant funds, Carnegie fundservices is introducing two services packages. Due Diligence HUB Due Diligence Hub helps you fulfil your Due Diligence obligations. Due Diligence Hub helps fund managers and investors gain an easy access to due diligence documents and information on contracted distributors. DDH simplifies Distributor Due Diligence and provides a cost-efficient way to reduce your administrative burden which translates in less resources deployed for answering queries, document collection and archive effort. Due Diligence Hub allows your team to focus on what really matters: the analysis of the information QCAM Currency Asset Management × Founded in Switzerland in 2005 QCAM Currency Asset Management AG serves institutional and private investors worldwide with its „total care” approach. The range of services includes FX Alpha product, passive and dynamic currency hedging strategies as well as a comprehensive range of advice and execution for institutional and private clients across different asset classes. Based in Zug, QCAM manages approximately $5 billion in assets and is regulated by the Swiss Financial Market Supervisory Authority FINMA and the United States Securities and Exchange Commission SEC. Diaman Tech × Diaman Tech is a company specializing in the development of software platforms, dedicated to finance professionals, to facilitate investment decision-making processes. Ex-Ante is our portfolio management software with a Behavioral Finance approach. Test Ex-Ante > https://bit.ly/2VD6UhO SGR Compliance × SGR COMPLIANCE is a Swiss independent company, headquartered in Lugano, leader in compliance, anti-money laundering and whistleblowing services. Our anti-money laundering databases contain high-quality information that allow financial intermediaries to fulfil their regulatory requirements and due diligence procedures. All the data is collected in-house by our team of highly qualified legal and IT professionals that combine fine intellectual legal work and remarkable IT engineering. Our tools allow access to the following lists: – SGR™ PEP WORLDWIDE – highly accurate information (including dates of birth, photographs, CVs) on Politically Exposed Persons across the world; – SGR™ ITALIAN CRIME – 1M+ individuals and companies involved in money laundering-related penal crimes committed on the Italian territory; – SGR™ PIL – Italian local politicians; – SGR™ LEGAL ENFORCEMENT – sanctions, watchlists, most wanted individuals; – ecc. Request a meeting with our team to hear more and receive a free trial to access SGR’s databases. Factset × Aequitax × Aequitax S.A., a Swiss company based in Lugano, Switzerland, represents an international network of legal, tax and banking professionals and is well recognized as a market leader in its niche in Europe. Main service consists of double tax reclaim management aimed at obtaining the refund of undue withholding tax applied to portfolio dividends; institutional investors as well as asset managers are Aequitax’s typical clients. Aequitax provides services for major institutional clients from Switzerland, Italy, Spain and Luxembourg as their main advisor relating to the tax and legal aspects of their worldwide investments. With a completely independent company’s ownership and a highly skilled and flexible team of international professionals respecting strong ethic values, we have been able to show a steady growth since 2006 with specific and documented milestones. Our main area of expertise is to provide professional services relating to taxation of financial instruments for institutional investors and other major asset management entities/players as well as individuals. With many years of experience in this specific area of consulting business, we have created innovative and efficient strategies that are highly valued by our clients since they almost always end up in concrete results. With our full success fee approach we are able to provide an effective and efficient service at the highest professional standards. Ficas ×