The Fogli Fideuram platform has completed its first year of activity. It's about a service for generating investment ideas in securities, Exchange Traded Funds and Funds made by Fideuram Investments and dedicated to customers of Fideuram and Sanpaolo Invest.
The balance sheet of the activity is encouraging. Since it was inaugurated, they have been collected over 2,1 billion euros (1,2 billion since the beginning of the year alone) thanks to the participation of 34.000 customers. Sheets Fideuram allows you to combine several Sheets with more 40 solutions attributable to 5 families to meet different needs:
- Class Sheets: portfolios structured by class of financial investments, which allow you to take a position on risk dimensions and geographical areas of the bond and equity universe;
- Board Sheets: portfolios built on a multi-brand logic and differentiated by risk profile;
- Theme Sheets: portfolios that take positions on specific investment themes (e.g. e-commerce, innovation and renewable energy);
- Style Sheets: portfolios that capture the major alternative risk factors of the equity world;
- My Sheet: the customizable portfolio starting from a large list of selected underlyings.
“Fogli Fideuram is a platform at the service of our advisory model, which is part of Fideuram's innovative tradition, which began 50 years ago with the first investment funds in Italy”. The note from Fideuram indicates that the strengths lie in the diversification of the underlying assets, operational efficiency, cost consistency and fiscal flexibility. “The response from our customers, with over 2 billion euro of subscriptions in less than a year since its launch, is the concrete demonstration that Fideuram, today, offers itself as the investor's preferred interlocutor, supporting him at 360 degrees in all the decisions they concern his estate,” he said Fabio Cubelli, co-managing director of Fideuram.
