Asset management in Italy
refers to the management of investments on behalf of others. This service is offered by financial institutions catering to financial intermediaries, government entities, corporations, and high-net-worth individuals. Asset management maintains the goal to grow a client’s portfolio over time while mitigating risk. The duty of determining what investments to make or avoid is done by an asset manager. This is a tough duty because rigorous research is conducted utilizing both micro and macro analytical tools. Some people confuse an asset management institution with a brokerage, hence there are huge differences. The basic difference is that asset management institutions charge a fee and they do not demand commission like brokerage houses.
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Kinds of asset management
Please find below the six different kinds of asset management:
1. Fixed asset management
Such assets are referred to as property plant and equipment and they remain in the position they have been installed. For instance, in the form of in-place machinery and appliances etc. Usually, it involves huge investments that serve a company for several years. Note that these assets require tracking and constant monitoring.
2. IT asset management
This kind of asset management encompasses the management of software and hardware. It includes intangible assets such as patents, licenses, network infrastructure and software subscriptions (SaaS). Intangible assets also include company-owned devices, like routers, computers and other similar IT equipment. These assets are easy to track and update because digital files are stored on hard drives and backed up in the cloud. If you are planning to have IT Italy asset management, you can get help from our experts.
3. Financial asset management
This is the traditional way that encompasses real estate holdings, investments, brokerage houses and intangible investments of an organization. Financial asset management tracks debts, financial liabilities, tax responsibilities, market rates and other compiling interests with an ultimate goal to maximize profit over time while mitigating risk. Our company formation experts can also help you open a company in Italy
4.Enterprise asset management
It is a fast-growing asset and also different from other forms of asset management discussed here. ESM optimizes, integrates and organizes company-owned physical assets through their entire lifecycle, which includes documentation, inventory records and productivity. If you are interested in asset management in Italy, you can rely on the services of our experts.
5. Infrastructure asset management
This type of asset management includes civil engineering, water access, electricity, mass transportation options and roads. It covers all the strategies involved in maintaining and potentially removing these vital utilities. Infrastructure asset management focuses on the end of the life cycle of an item and provides the most economical, safest, environmentally responsible way to replace it.
6. Digital assets management
This field is rapidly evolving and it involves the efficient organization of content and digital media, as well as storing and processing it.
What is the role of Consob in Italy?
(National Commission for Companies and the Stock Exchange) is an independent legal authority that acts as a supervisor of the financial market to ensure transparency. This administrative authority allows analysts and investors to assess the risks of any investment.
There are different sectors where Consob carries out its supervisory functions, some of those include:
- - Financial promoters;
- - Financial consultant’s body;
- - Trading in regulated markets;
- - Legal auditing companies and statutory auditors from entities acting in the public interest;
- - Management company.
Consob collaborates with the judicial authority governed by the provisions of Article 187i of the TUF (Testo unico della finanza). It may act as a civil party in criminal cases and request compensation for the damages caused.
You can get further details from our company formation experts about Consob regulations in Italy. Our consultants will assist you with your plan of asset management in Italy.
Retail investment funds in Italy
There has been an overall increase in the retail fund's subscription in Italy, despite the Covid-19:
- - The asset management industry of Italy recorded its 7th consecutive month of net positive new investment in October 2020;
- - The most important part was the increase in the long-term funds of EUR 4.3 billion;
- - The monthly balance for monetary funds decreased by EUR 2.1 billion in October 2020;
- - In 2020, open-end fund subscriptions amounted to EUR 2.2 billion, which flows towards equities, bonds and balanced products.
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