Arca Fondi SGR: Best Pension Fund Scheme Italy 2020


Italian fund manager Arca Fondi SGR was one of the first in the country to offer open pension funds. With diversification and digitalisation strategies to protect clients’ assets from market volatility, it aims to deliver on their long-term objectives. Arca Fondi SGR registered a strong financial performance in 2019, and timely tech and communication investments have enabled it to weather the current crisis as well. Arca has prudently diversified across a spectrum of funds, including equity, balanced multi-asset, bond, retirement and sustainability. It added to a long list of firsts this April with the launch of the Arca Multi Strategy Prudente fund, which offers new clients a “welcome bonus” equal to 1.5 percent of the subscription amount. The minimum buy-in is €10,000, and the subscription period expires at the end of June. The flexible fund features a five-year investment horizon across a mix of government and corporate bonds, with an equity exposure potential up to half the asset ratio. The judging panel has tracked Arca’s progress over the years and feels that while financial performance is crucial, Arca goes one step further by fully leveraging its experience with both corporates and individual clients to ensure an unbeatable level of services and deep understanding of the needs of the Italian investment community. In recognition of Arca Previdenza, the largest open-ended Italian pension fund, the judges are delighted to present Arca Fondi SGR with the 2020 award for Best Pension Fund Scheme (Italy).

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