Anthilia           Capital Partners02/13                       SGR                   Maggio                    2011       ...
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Agenda                                                 Anthilia Capital Partners SGR Spa     Company overview     Anthilia...
Anthilia Capital Partners - overview      Anthilia Capital Partners SGR SpaAnthilia Capital Partners SGR   Vital fews  An ...
Anthilia Capital Partners - overview                                Anthilia Capital Partners SGR SpaPartners – profession...
Anthilia Capital Partners - overview                   Anthilia Capital Partners SGR SpaOur principlesPartnershipAlignment...
Anthilia Capital Partners - overview                                          Anthilia Capital Partners SGR SpaManagement ...
Anthilia Capital Partners - overview                                        Anthilia Capital Partners SGR Spa  Net sales a...
Anthilia Capital Partners - overview                                  Anthilia Capital Partners SGR SpaBusiness lines, net...
Anthilia Capital Partners - overview                      Anthilia Capital Partners SGR SpaDistribution networks    Platfo...
Agenda                                                 Anthilia Capital Partners SGR Spa     Anthilia Capital Partners SGR...
Anthilia investment funds: distinctive features                                  Anthilia Capital Partners SGR Spa“Satelli...
Anthilia investment funds: distinctive features                 Anthilia Capital Partners SGR SpaProducts positioning  Und...
Anthilia investment funds: distinctive features                                                             Anthilia Capit...
Agenda                                                 Anthilia Capital Partners SGR Spa     Anthilia Capital Partners SGR...
Risk Management                                     Anthilia Capital Partners SGR SpaRisk Management and value creation 1....
Risk Management                                                    Anthilia Capital Partners SGR SpaCapital protection – R...
Contatti                                                          Anthilia Capital Partners SGR SpaLocationsMilan         ...
Disclaimer                                                                               Anthilia Capital Partners Sgr Spa...
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Anthilia Corporate Presentation 2013

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Anthilia is an independent partnership focused on asset management for private and institutional clients.

Founded by a team of skilled investment professionals associated with institutional partners.

Focused on clients’ needs: simplicity and quality in portfolio management with capital protection and total return objectives

Active on investment funds and individual portfolio management

Anthilia Partners co-invest in its products together with Clients.

Flexible investment management
Capital protection and stable yields along time. These are our fundamental objectives in investment management.We work for absolute return, independently from market movements and benchmark constrains, bringing together discretionary portfolio management and quantitative techniques.

Discretionary investment management
We are active managers and we invest only in areas where we have strong competences. our portfolio managers have at least 20 years investment experience.
We monitor investments liquidity in order to avoid illiquid portfolios.

Quantitative investment management
We associate a quantitative approach to our flexible style: we build investment models based on mathematic and statistic, pursuing capital protection and continuity of yields.
The research methodology of our proprietary models is based on macro-economics and technical analysis.

Published in: Economy & Finance
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Anthilia Corporate Presentation 2013

  1. 1. Anthilia Capital Partners02/13 SGR Maggio 2011 Company Overview February 2013
  2. 2. 2
  3. 3. Agenda Anthilia Capital Partners SGR Spa Company overview Anthilia investment funds: distinctive features Risk Management 3
  4. 4. Anthilia Capital Partners - overview Anthilia Capital Partners SGR SpaAnthilia Capital Partners SGR Vital fews An independent asset management company for private and institutional investors Founded by highly reputed professionals of the industry and two private banks Committed to transparency and to deliver capital protection and total return strategies Active in open-end mutual funds management, customised mandates and investment advisory 4
  5. 5. Anthilia Capital Partners - overview Anthilia Capital Partners SGR SpaPartners – professional experience Eugenio Namor Giovanni Landi Andrea Cuturi Indipendent Chairman Senior Partner, PM Partner, CIO Anthilia Blue Fund Manager 27 years of experience 25 years of experience at at San Paolo IMI, Caboto Deutsche Bank, Comit 18 years of experience and Nextra IM at Comit, Nextra IM and Eurizon and Credit Suisse. Indipendente Lucio Cuppini Marco Capolino Massimiliano Orioli Partner Partner, CEO Partner, Grey & Orange Fund Manager 28 years of experience 18 years of experience at Gruppo Unipol in Erns & Young and 25 years of experience Yank Sgr at Comit, Nextra and CAAM Paolo Rizzo Markus Ratzinger Daniele Colantonio Partner, Red & Green Partner, White & Yellow Partner – Risk Mgr Fund Manager Fund Manager 11 years of experience 25 years of experience 17 years of experience at Lloyds, ArthurDLittle at Deutsche Bank, at Citigroup, Chase and Enav Fondiaria SAI and Credit international and Giro Agricole Credit Bank 5
  6. 6. Anthilia Capital Partners - overview Anthilia Capital Partners SGR SpaOur principlesPartnershipAlignment of interest among partners-fund managers andinvestorsExpertiseOver 150 years cumulative experience. Long track recordIndependenceNo conflict of interest, autonomy in investment decisionsGenuine FocusOn clients needs: capital protection, transparency and totalreturnCoherenceInvestment choices respectful of clients’ risk appetiteKnowledgeActive only in markets where we got experience andundisputable knowledgeConsistencyResults delivered since inception in various market condition 6
  7. 7. Anthilia Capital Partners - overview Anthilia Capital Partners SGR SpaManagement team, intuition and discipline Anthilia Discretionary Team Anthilia Quant Team Paolo Andrea Markus Massimiliano Daniele Matteo Rizzo Cuturi Ratzinger Orioli Colantonio Soriani Fund Manager CIO & Fund Fund Manager Fund Manager Risk Manager & Quant Red & Green Manager Blue White e Yellow Grey & Orange Quant Specialist Analyst  Stock picker  Stock picker  Master in  Global tactical  Forecasting  Option Euro equity European Finance Asset Allocation models pricing equity  Quant  Equity  Quant models models for  Value derivatives on risk  Hedging  Software industry management trader allocation strategies specialist analysis style  Corporate  Correlation  Techinical  Fundamental bond picker analysis  Momentum  Statistical analysis research trading analysis  Analysis and macroecono mic management 7
  8. 8. Anthilia Capital Partners - overview Anthilia Capital Partners SGR Spa Net sales and Assets under Management Net inflows: Anthilia vs market Asset by client type (as of 31.12.2012) Anthilia funds Professional Partners Wholesale clients 3.0%million € Retail clients 18.0% 38.0% 41.0% Institutional Investors Italian Funds Marketbillion € Total AUM: € 512 million 8
  9. 9. Anthilia Capital Partners - overview Anthilia Capital Partners SGR SpaBusiness lines, net sales and AUM Business lines Anthilia funds AUM (% of total as of 30.09.2012)Management of mutual funds and unit trustsEach fund is managed by a partner/managerSeparate managed account & financial advisoryAd hoc investment selection based on client’s riskappetite and time horizonSub-advised mandates / White label fundsManaged on behalf of institutional investors with adefined risk-return target Net sales 9
  10. 10. Anthilia Capital Partners - overview Anthilia Capital Partners SGR SpaDistribution networks Platforms for institutional clients Distributors to private clients Contact us directly: Anthilia Capital Partners SGR marketing@anthilia.it Tel. +39 02 97 386 101 10
  11. 11. Agenda Anthilia Capital Partners SGR Spa Anthilia Capital Partners SGR – overview Anthilia investment funds: distinctive features Risk Management 11
  12. 12. Anthilia investment funds: distinctive features Anthilia Capital Partners SGR Spa“Satellite“ fund offer Risk-return profile Anthilia funds complete the traditional asset allocation based on cash + bonds + equity with satellite strategies focused on absolute / total Expected return return approach Green Black Yellow Red Grey Orange 10% Blue 7% White Geo 5% 3% 1% / 3% 3% / 5% 5% / 7% 7% /10% Asset Allocation Risk (volatility) 12
  13. 13. Anthilia investment funds: distinctive features Anthilia Capital Partners SGR SpaProducts positioning Underlying securities Equity Multi- GEO Global Asset Cash Plus II Bonds +1% +2% +3% +4% +5% +5% +6% +7% Excess return target vs. cash Anthilia’s offer covers a wide range of risk-return profiles, with different investment strategies and underlying assets 13
  14. 14. Anthilia investment funds: distinctive features Anthilia Capital Partners SGR Spa Strategies and investment styles Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Anthilia Fondo Fondo White Grey White Blue Grey Yellow Blue Orange Yellow Green Orange Red Green Black Red Black € Corporate € Corporate High Yield & High Yield & Long-Short Long Bias Long-Short Managed Long Bias ManagedStrategia Strategia Multi-strategyMulti-strategy GTAA Global Macro Global Macro GTAA Bond EmBond Mk Debt Em Mk Debt Equity Italy Euro Equity Futures Equity Italy Euro Equity Futures Securities Picking *** Securities Picking *** *** *** *** *** *** *** *** *** *** * *** *Fonti di valore di valore Timing Fonti Market Market Timing ** ** * ** * * ** * * * * *** * *** *** Asset Allocation Allocation Asset *** *** ** *** *** ** *** *** *** *** *** Bottom up Bottom up *** *** ** *** ** *** *** *** *** *** Top-down Top-down ** ** ** ** *** ***Approccio Approccio Discrezionale *** Discrezionale *** *** *** *** *** *** *** *** *** Quantitativo Quantitativo* *** * *** *** *** *** ***Fondi di terzi/ETF terzi/ETF Fondi di Max 10% Max 10% Max 10% Max 10% Max 10% Max 10% Max 10% Max 100% Max 100% Max 10% Max 10% Max 10% Max 10% Max 10% Max 10% Max 10%Volatilità Target Volatilità Target Max 3% 5% Max 3% 6% 5% 8% 6% 8% 8% 7% 8% 8% 7% 9% 8% 9%Ritorno Atteso (medio annuo) Ritorno Atteso (medio annuo) EONIA + 2%EONIA + + 3%EONIA + 3% EONIA 2% 5% 7% 5% 7% 7% 7% 7% 7% 7% 8% 7% 8% 14
  15. 15. Agenda Anthilia Capital Partners SGR Spa Anthilia Capital Partners SGR - overview Anthilia investment funds: distinctive features Risk Management 15
  16. 16. Risk Management Anthilia Capital Partners SGR SpaRisk Management and value creation 1. Capital protection Assessment • Exposure control • Assets liquidity • Leverage limits. • Compliance to law and procedures 2 2. Performance monitoring 3 • Performance breakdown • Value contribution analysis 1 3. Committment Control Committment • Sharing analysis with Fund Managers. • Support across road-shows with Clients. 16
  17. 17. Risk Management Anthilia Capital Partners SGR SpaCapital protection – Risk mappingFinancial risk Operational risk Reputational risk• Price risk (Portfolio risk) • Depositary Bank operations. • Market abuse control• Counterparty risk • Subscritpions and redemptions • External communication• Liquidity risk risk and media• Inestment limits violation • NAV calculation and fees risk • Activity tracking and Information technology 17
  18. 18. Contatti Anthilia Capital Partners SGR SpaLocationsMilan Rome BolognaCorso di Porta Romana, 68 Via Antonio Bertoloni, 55 Via Guerrazzi, 28/320121 Milano 00197 Roma 40125 BolognaTel +39 02 97386 101 Tel +39 06 45496 450 Tel +29 051 296 0714Fax +39 02 97386 100www.anthilia.it email: info@anthilia.it 18
  19. 19. Disclaimer Anthilia Capital Partners Sgr SpaThis document is produced for information only and does not constitute an offer to sell or an invitation tobuy any financial instruments. Any research or analysis used in the preparation of this document is basedupon sources believed to be reliable, but no representation or warranty is given as to the accuracy orcompleteness of those sources. Any opinions, estimates or forecasts may be changed at any time withoutprior warning.This document is not intended for distribution to private investors and is not directed to, or intended fordistribution to or use by, any person or entity who is a citizen or resident of or located in any locality,state, country or other jurisdiction where such distribution, publication, availability or use would becontrary to law or regulation.Past performance is no guarantee of future performance.This document has been issued by Anthilia Capital Partners Spa for information use only.This document may not be reproduced or distributed, either in part or in full, without prior authorizationbeing obtained from Anthilia Capital Partners SGR SpA. 19

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