Agora Investments SGR S.p.A. offers collective and customized individual portfolio management services
Founded in 2000, Agora Investments SGR S.p.A. is a management company that is authorised to manage individual portfolios and mutual funds both UCITS and FIA.
Registered in the register of Sgr Ex art. 35 Tuf- UCITS Section no.24, FIA Section no.205.
We offer mutual funds and individual portfolio management to private and institutional investors.
The company is owned by shareholder-managers and operates without conflicts of interest. Management decisions are independent and market transactions are made with selected counterparties on the best terms.
We offer mutual funds and individual portfolio management to private and institutional investors.
The management style offered is ‘flexible’,and is i.e. oriented towards protecting clients' investments in any market conditions.
We operate under the supervision of the Bank of Italy and Consob, guaranteeing security and transparency for clients. The assets of the funds and individual management schemes are segregated from the assets of the SGR and held in custody at a custodian bank that ensures total protection even in the event of bankruptcy.
Auditing Firm
Deloitte & Touche
Internal Audit
Conformis in Finance
Depositary Bank
BFF
Compliance and Anti-Money Laundering
Pierluigi Valentino
We participate in the National Guarantee Fund, which protects investors in the event of liquidation, bankruptcy or composition with creditors of member companies. The fund compensates investors for claims arising from investment services and activities, guaranteeing a level of protection that complies with current regulations.
Consob has set up the Arbitrator for Financial Disputes to resolve disputes out of court.
Whether you have a question or a request, we look forward to speaking with you. Fill the form below or contact us directly.