Anima SGR S.P.A

Anima SGR S. P. A is an asset management firm specializing in diverse investment products, including mutual funds and pension solutions, aimed at individual and institutional investors across various markets. Founded in 1983 in Milan, Italy, Anima SGR S.

P. A offers asset management services. The firm raised EUR 365. 65 mn in an IPO in April 2014, selling 87.

06 million shares at EUR 4. 2 per share. Clessidra Capital Partners exited its stake in the company in February 2015. The founders of the company include Cyril Lacote, Cédric Exbrayat, and Zhuo Wen.

Anima SGR S. P. A has completed three deals to date, with the most recent deal occurring on February 4, 2015. Anima SGR specializes in asset management services, providing a range of investment products tailored for individual and institutional investors.

The company offers mutual funds and pension fund solutions, including the Arti & Mestieri open pension fund. These products facilitate wealth accumulation and retirement planning through various investment strategies that align with the clients' risk appetites and financial goals. Anima’s offerings are widely available across multiple geographical markets, particularly in Italy, where the firm has established a strong reputation among retail investors, financial advisors, and institutional clients. In the most recent year, Anima SGR reported a revenue of EUR 1,067,019,433.

90 and an EBITDA of EUR 272,941,515. 20. The firm generates revenue primarily through management fees associated with its investment products, including mutual funds and pension plans, based on assets under management (AUM). Clients incur fees calculated as a percentage of their total investment, ensuring transparency and clarity for end-users.

Anima SGR S. P. A plans to continue expanding its product offerings and geographic reach. The firm has identified opportunities to launch new investment products aimed at enhancing its portfolio.

Recent funding raised through the IPO will support these initiatives, allowing Anima to invest in developing innovative solutions that cater to the evolving needs of investors. The company is also looking to expand its presence in international markets, targeting regions where demand for asset management services is growing. This strategic approach is designed to enhance its competitive position and drive future growth.