Asset Classes

Asset Classes

As a multi-asset platform, EQUITA Capital SGR is today active in the management of closed-end products like private debt, private equity and renewale infrastructure funds. In addition to the focus on alternative, illiquid strategies, EQUITA Capital SGR offers to banking groups and financial institutions a comprehensive set of highly customized solutions for their retail clients, ranging from the management of discretionary portfolios to advisory services.

Private Debt

strategy and consulting (ERE)

Tailor-made debt financing, covering the entire capital structure of Italian small and medium enterprises

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Private equity ELTIF

Financing aimed at fostering growth of small and medium-sized enteprises through majority stake investments or qualified minorities 

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E&R (mosaico)

Investments dedicated to infrastructures and renewable energies, with the aim of easing green transition

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financing and structuring (ere)

Management of discretionary portfolios and flexible funds that combines the Group's ability to identify macro and industry trends with a deep understanding of companies’ fundamentals

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strategy and consulting (ERE)

Private Debt

Tailor-made debt financing, covering the entire capital structure of Italian small and medium enterprises

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Private equity ELTIF

Private Equity

Financing aimed at fostering growth of small and medium-sized enteprises through majority stake investments or qualified minorities 

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E&R (mosaico)

Renewable Infrastructures

Investments dedicated to infrastructures and renewable energies, with the aim of easing green transition

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financing and structuring (ere)

Liquid Strategies

Management of discretionary portfolios and flexible funds that combines the Group's ability to identify macro and industry trends with a deep understanding of companies’ fundamentals

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Why EQUITA

Independence, multi-asset management approach, multidisciplinary skills and competences, enriched by the presence of the other areas of expertise of the EQUITA Group, are some of the features that make EQUITA Capital SGR to stand out in the market, in addition to the full alignment of interests between managers and investors (guaranteed by co-investments of the management team in the sponsored initiatives).

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Independence

Multi-asset
manager

Focus on illiquid proprietary assets

Deep understanding of financial markets and entrepreneurial skills

Co-invested managers

Commitment to Sustainability

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EQUITA Capital SGR has always been committed to promoting sustainability. The importance of deeply understanding ESG factors and the dynamics linked to them are key for us.

Our responsible and sustainable investment process is continuously updated and our governance includes a set of organizational safeguards aimed at preventing and managing potential conflicts of interest.