Ersel Gestion Internationale

In 2011, the London office was opened, where the research and analysis activities of external managers were concentrated to support the investments of Ersel Asset Management and Ersel Gestion Internationale.

A presence on Europe's most important financial centre has made it possible to consolidate the professional network with the most prestigious investment houses and to configure investment opportunities that are not readily available to private investors in Italy. In addition, the investments in sub-funds reserved to institutional investors make it possible to minimise the costs associated with the investment, to the full benefit of the final return.

The team dedicated to multi-manager activities ensures an effective process of seeking out the best opportunities, the constant exchange of information and timely controls of the work of pre-selected managers. The selection process takes place through careful due diligence performed on the management structures, so as to guarantee solidity in the investment processes and continued achievement of results.

The funds managed by Ersel Gestion Internationale are distributed by the group through its companies Ersel Banca Privata SpA. and Online SIM.

Since 2019 Ersel has focused wealth management activities in Luxembourg. A personalized service that includes global asset management, consolidation of positions and operational support in the selection of external professionals for all needs. Through the integration of a new team dedicated to markets into the workforce Nordics, Ersel in 2023 strengthened its presence in one of the financial hearts of Europe.
 

Sustainability-related disclosures

All Ersel products integrate criteria that respect the environment, human rights and good governance practices of companies in accordance with art. 6 of the European SFDR Regulation.

With regard to directly managed funds, the group companies apply strict exclusion criteria which concern issuers not complying with international treaties (such as the Ottawa Treaty on Anti-personnel Mines) or that contradict the ESG principles in their activity (tobacco, coal mining, fracking, Arctic hydrocarbons, etc.) and also issuers based in countries that are subject to international sanctions or that violate the UN Compact principles.

Some of the group’s funds promote environmental or social factors or good governance practices, pursuant to art. 8 of the Regulation. 

With regard to third-party Ucits and Etfs, there is a negative screening aimed at identifying their compatibility with regard to the Group’s exclusion policy. The Group’s management companies follow a policy (Engagement Policy) on the criteria and methods for exercising the voting rights associated with the participation in the share capital of the issuers. The entire ESG risk assessment process is constantly monitored by the Risk Management function.

Statement based on Art. 4 of SFDR regarding Transparency of Adverse Sustainability Impacts
 

No consideration of adverse impacts of investment decisions on sustainability factors
 

In accordance with Article 4 of Regulation (EU) 2019/2088 ("SFDR") on sustainability disclosures in the financial services sector, Ersel Gestion Internationale has opted for an "explain" approach with regard to the consideration of principal adverse impacts of its investment decisions on sustainability factors. The current decision not to consider PAI factors derives from the Company's desire to align with market best practices, which provide for analyses based on a consistent database, with a historical record that allows for the reliability of analyses over time. This would enable an effective and efficient application of the related monitoring activities. However, the Company maintains a proactive stance in identifying indicators and metrics to assess the potential adverse impacts of investment decisions on sustainability factors, evaluating annually the possibility of adopting a "comply" approach. In this perspective, the Company has decided to begin a process to collect and monitor specific indicators defined in the Delegated Regulation (EU) 2022/1288 (Annex I), which have been appropriately identified within the funds currently classified under the SFDR.

Additional sustainability-related disclosures are available here.
 

Take a look at these documents
 

• Complaints handling
• Engagement and Voting Rights Policy
• Best execution policy 
• Conflicts of interests policy
• Remuneration Policy
• Fund investors - Personal Data Protection Statemen