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ASSET MANAGEMENT


The Banca Sammarinese di Investimento offers its clients the possibility to use its portfolio management services, provided through the professionalism and experience of the bank’s team of specialists.
The client identifies the line of investment which most answers his needs and entrusts the Banca Sammarinese di Investimento, by means of the contribution of a specific mandate, with the task of managing their assets on ongoing securities with the knowledge and peace of mind of having entrusted them to the care of trusted professionals.
Thanks to the service of asset management, the customer can access a number of financial instruments whose aggregation in the portfolio is designed to optimize the risk/return on the investment.

01| SHORT TERM MONETARY ACCUMULATION PLAN


Dedicated to those who aim at the capital preservation and a short term performance.

Objective: short term performance which is higher compared to periodic investments of funds on the monetary market.

Financial Instruments: mainly bonds issued by overnational organizations, Governments and Banks with an average financial duration of 18 months

Investment Area: Europe

Currency: euro

Risk Level: Low

Recommended duration: medium/long period

02| AGGRESSIVE BOND


Dedicated to those who have a growth of assets by investing in bonds as their objective

Objective: Looking for best performance, by splitting the risk by means of diversification of the securities in relation to the rating and the average duration of the same (duration).

Financial Instruments: bonds, mutual funds or unit trusts, certificates of deposit, repurchase agreements.

Investment Area: Europe and the leading world markets

Currency: euro with the possibility of investing in other currencies

Risk Level: medium-high

Recommended duration: medium/long term

03| SMART WEALTH MANAGEMENT


Objective: SMART wealth management has a MEDIUM HIGH risk profile and a MEDIUM HIGH volatility, it is a capital protective investment wich offers the reduction of loss risk but it does not guarantee the full refund of the capital. This means that it differs from capital guaranteed products

Financial Instruments:This product involves Capital protected Structured products (CAPITAL NOT GUARANTEED), structured bonds, certificates or notes, index notes and forex linked notes, related to the trend of the main stock markets and exchange markets

Investment area: Europe and the main global markets

Valuta: euro con possibilità di investire in altre valute

Risk level: medium high

Recommended duration: medium/long period

04| HIGH PERFORMANCE MONETARY ACCUMULATION PLAN


Objective: positive performance compared to the securities markets, with high risk and high volatility investing in shares and derivatives.

Financial Instruments: risk capital shares, ETF, Funds and Sicav, bonds and subordinated bonds, Certificates, Warrants, Foreign Currencies, Derivatives.

Investment area: Europe and main world markets

Currency: euro and other currencies as well

Risk level: high

Recommended duration: medium/long period

CHANGE YOUR
PERSPECTIVE.
Headquarters
Via Monaldo da Falciano, 3
47891 Rovereta (RSM)
Tel: (+378) 0549 940900
Fax: (+378) 0549 940980
E-mail: management@bsi.sm
Rovereta Branch
Via Monaldo da Falciano, 3
47891 Rovereta (RSM)
Tel: (+378) 0549 940961
Fax: (+378) 0549 940981
E-mail: filiale.rovereta@bsi.sm
Dogana Branch
Via III Settembre, 89
47891 Dogana (RSM)
Tel: (+378) 0549 940963
Fax: (+378) 0549 940982
E-mail: filiale.dogana@bsi.sm
Borgo Maggiore Branch
Via 28 Luglio, 99
47893 Borgo Maggiore (RSM)
Tel: (+378) 0549 940965
Fax: (+378) 0549 940983
E-mail: filiale.borgomaggiore@bsi.sm
City Branch
Via Gino Giacomini, 150
47890 San Marino (RSM)
Tel: (+378) 0549 940967
Fax: (+378) 0549 940984
E-mail: filiale.citta@bsi.sm
Gualdicciolo Branch
Via Fabrizio da Montebello, 5
47892 Gualdicciolo (RSM)
Tel: (+378) 0549 940969
Fax: (+378) 0549 940985
E-mail: filiale.gualdicciolo@bsi.sm
Fiorentino Branch
Via Del Passetto, 34
47897 Fiorentino (RSM)
Tel 0549 940971
Fax 0549 940986
E-mail: filiale.fiorentino@bsi.sm
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