Fondo Italiano d'Investimento

Fondo Italiano d'Investimento SGR serves as a strategic financial catalyst for Italian SMEs, focusing on advancing technology adoption, fostering innovation, and promoting sustainable business practices. Founded in 2010 through a collaborative initiative between the Ministry of Economy and Finance, major banking institutions, and industry associations, the fund has evolved into a powerful economic development tool. Currently, its ownership structure includes prominent financial entities such as CDP Equity, Intesa Sanpaolo, UniCredit, alongside institutional investors like Fondazione Enpam, Fondazione Enpaia, Banco BPM, and BPER Banca, creating a robust foundation for its investment activities.

The fund's primary mission centers on managing closed-end investment vehicles that direct patient capital toward exceptional Italian enterprises. This approach balances the pursuit of competitive returns, benchmarked against international standards, with the strategic goal of strengthening Italy's industrial ecosystem. With ten closed-end funds exclusively available to qualified investors and assets under management exceeding €3.5 billion, the organization implements a diversified investment strategy. Their approach encompasses both direct capital injections into companies and indirect investments through a fund of funds structure, providing flexibility to address various market opportunities.

In its investment philosophy, Fondo Italiano prioritizes companies demonstrating strong growth potential, particularly those positioned for international expansion. The fund typically targets mid-market Italian companies with proven business models and differentiated market positions across sectors including advanced manufacturing, technology, healthcare, and consumer goods. Their investment horizon generally spans 5-7 years, allowing portfolio companies sufficient time to implement strategic initiatives, expand operations, and enhance operational efficiency before pursuing exit opportunities through strategic sales or public offerings.

Environmental, Social, and Governance (ESG) principles form a cornerstone of Fondo Italiano's investment methodology, reflecting their commitment to responsible capitalism. The organization systematically integrates sustainability criteria throughout its investment process, from initial screening through due diligence and ongoing portfolio management. This approach not only aligns with evolving regulatory requirements and investor expectations but also supports the fund's conviction that businesses embracing sustainable practices ultimately deliver superior long-term performance. Their ESG framework emphasizes resource efficiency, workplace quality, community engagement, and transparent governance structures across all portfolio companies.