Investments  

Investments Asset Management

The Enpaia Foundation is a long-term investor with assets under management  equal to 2.3 billion Euro. Those assets guarantees the provisions and financial revaluations required by the regulations.

Investment policies

The investment policies of the Enpaia Foundation are driven by the Resolution of the Board of Directors 01/2020 of 23 January 2020.

Resolution no. 01/2020 BoD of 23 January 2020 investment policies

Investment process for alternative investments

Research objectives

The Enpaia Foundation search potential opportunities to subscribe Alternative Investment Funds. The aim of the research is to receive complete and orderly documents necessary to verify the eligibility of proposals and, if necessary, to proceed to further investigation.

Procedure to be followed

For each fund you wish to submit to the attention of the Foundation, the management company must fill in the Due Diligence Questionnaire (DDQ), which can be downloaded by clicking here for the Italian version or here for the English version;

Once completed, such document should be sent by e-mail to ddq@enpaia.it;

After submitting your proposal, you will automatically receive an e-mail as confirmation of receipt;

In the event that the DDQ is inconsistent or incomplete, ENPAIA reserves the right to disregard it or to request further clarification;

If the Foundation deems your proposal to be appropriate to investigate an investment opportunity, it may ask the company concerned for further documentation, without this in any way constituting a commitment of any kind;

By submitting the investment opportunities, the companies concerned acknowledge and accept that the Foundation reserves the right not to follow up and/or to interrupt the assessment process at any time and at its sole discretion, without this determining for the Foundation any form of responsibility or obligation to reimburse the parties concerned and/or third parties;

Upon receipt of the DDQ, the ENPAIA Foundation does not assume any obligation, nor undertake to invest in the financial instruments submitted;

Privacy disclaimer

The Enpaia Foundation undertakes as of now, on its own behalf and on behalf of its directors, managers and employees, to consider all confidential information made available as strictly private and confidential, while reserving the right to disclose it if required by mandatory regulations or by judicial or administrative measures, and to use the confidential information acquired, including with the assistance of its consultants, only to the extent strictly necessary for the performance of tasks relating to any assessments.

The personal data of the companies concerned shall be processed in accordance with the provisions of Legislative Decree no. 196 of 30 June 2013. The data controller is the ENPAIA Foundation.