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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.
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.
Additional sustainability-related disclosures are available here.
35, Boulevard Joseph II, L-1840 Luxembourg
Tel. +352 27478820 - Fax +352 27478821
email info@ersel.lu
Subject to the supervision of: Commission de Surveillance du Secteur financier (“CSSF”), 283 route d’Arlon, 2991 Luxembourg - www.cssf.lu - Tel. + 352 26 25 1 1
Licensed by: CSSF on the 30 June 2005
Share capital: € 600.000 i.v.
Registro Imprese Luxembourg: B30350
TVA: LU20362178
Ersel Asset Management SGR was the first mutual fund management company to be authorised in Italy in 1983.
Simon Fiduciaria offer their services to private customers, entrepreneurs and professionals, nationally and abroad. Simon Fiduciaria became part of Ersel Group in 2015.
Since 2000 Online SIM is the leading fintech platform in Italy to invest online in mutual funds.
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