Arca Fondi SGR SpA (

Italian Italian(s) may refer to: * Anything of, from, or related to the people of Italy over the centuries ** Italians, an ethnic group or simply a citizen of the Italian Republic or Italian Kingdom ** Italian language, a Romance language *** Regional Ita ...

: ) is an Italian

fund management Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings ...

company based in

Milan Milan ( , , Lombard: ; it, Milano ) is a city in northern Italy, capital of Lombardy, and the second-most populous city proper in Italy after Rome. The city proper has a population of about 1.4 million, while its metropolitan city h ...

. The company was born from the experience of Arca SGR SpA, founded in October 1983, thanks to the effort of 12 Italian Cooperative Banks and over the years has added other credit institutions and financial companies as distributors. Arca Fondi SGR is today one of the leading companies in asset management in Italy thanks to its widespread presence: over 100 distributors, 8000 bank branches, as well as a network of financial advisors and online channels.

History

In September 1984 the first two Arca mutual funds, Arca BB and Arca RR Diversified Bond, were launched on the market. In 1987 the company reached a historic milestone, the first 100,000 customers. Arca Fondi was one of the first companies to offer open

pension fund A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income. Pension funds typically have large amounts of money to invest and are the major investors in listed and priva ...

s in Italy, thanks to the opening in 1998 of Arca Previdenza. In 2009, with Arca Cedola Funds, it is among the first companies on the market to launch income distribution products, with a target maturity. Since 2015, the company paid particular attention to the Italian mid and small cap equity market with the launch of the Arca Economia Reale Equity Italia Fund, which takes advantage of the growth opportunities of Small Medium Enterprises. In 2017 Arca Fondi has been one of the first asset management companies to open a PIR Fund (Individual Savings Plans) with Arca Economia Reale Bilanciato Italia. In 2019, the company became a signatory of the

Principles for Responsible Investment Principles for Responsible Investment (UNPRI or PRI) is a United Nations-supported international network of financial institutions working together to implement its six aspirational principles, often referenced as "the Principles". Its goal is to u ...

of the United Nations.

Shareholders

Arca Fondi SGR S.p.A. is 100% owned by Arca Holding, whose share capital is divided as follows:

BPER Banca BPER Banca S.p.A., formerly known as Banca Popolare dell'Emilia Romagna S.C., is an Italian banking group offering traditional banking services to individuals, corporate and public entities. The company is based in Modena and is a constituent of ...

(57,060%) Banca Popolare di Sondrio (36,830%) Banca Popolare del Lazio (1.804%) Sanfelice 1893 Banca Popolare (1.536%) Banca Valsabbina (1.511%) Banca Popolare Valconca (0.620%)

Banca Agricola Popolare di Ragusa Banca Agricola Popolare di Ragusa S.C.p.A. is an Italian cooperative bank based in Ragusa, Sicily. The bank had 84 branches inside the island (in the areas of Ragusa, Catania, Siracusa, Messina, Palermo, Enna), plus one branch in mainland Italy, ...

(0.320%) Banca di Piacenza (0.256%) Banca Popolare di Fondi (0,066%).

References

External links

* {{Major asset management companies Investment management companies of Italy Companies established in 1983 BPER Banca Banco Popolare Banca Popolare di Vicenza Italian companies established in 1983