Claudio Barberis

Sella SGR aims to increase the value of customers’ wealth, managing investment solutions in order to be consistent with their needs. The firm is oriented to constant evolution and sustainable growth. Sustainable and Responsible Investments lead their strategic behavior, in order to make a concrete contribution to the sustainable development of the environment and economy. Sella SGR gives priority to integrating the environmental, social and governance criteria (ESG) into the investment decision-making process.

AGI-IT is an active GARP-oriented investor managing portfolios invested primarily in equity and fixed-income. Asset allocation, based on macroeconomic, fundamental and qualitative analysis, is an essential component of the firm's investment approach and helps them determine which financial instruments to use and in which geographical regions to invest. AGI-IT bases equity investments on a bottom-up approach and fundamental analysis. The firm has a comprehensive company valuation program, which assesses elements such as market positioning, interest rates, ability to create wealth, financial situation and management quality. AGI-IT follows a top-down approach for fixed-income investments, and bases flexible investments, which combine equity and fixed-income investments, on a quantitative analysis process developed in-house. The firm has also developed a proprietary risk management tool, which is designed to forecast risk in financial markets and in the portfolios they manage.

Functions as a College/University

Develops wealth management and investment software