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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


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| SMART


Objective: SMART wealth management has a MEDIUM risk profile and a MEDIUM 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

Recommended duration: medium/long period

03| TOTAL RETURN



Suitable for those customers who aim at capital growth with a positive performance compared to the monetary market, it has a medium high volatility.

TOTAL RETURN has got a MEDIUM HIGH risk profile and MEDIUM HIGH volatility, it is a capital protected accumulation plan which offers risk reduction but differently from the capital propected products,it DOES NOT guarantee the complete capital refund.


Financial Instruments: the management, apart from the classical financial products such as bonds, risk capital shares, ETF, it invests in capital protected structured products (NOT GUARANTEED), structured bonds, certificates or structured notes, index notes and forex linked notes connected to the trend of the main market indexes and currency indexes.

Investment area: Europe and main world markets

Currency: euro and other currencies

Risk level: medium high

Recommended duration: medium/long period

04| HIGH PERFORMANCE


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.
bsi en investment-asset-management 020 Headquarters
Via Monaldo da Falciano, 3
47891 Rovereta (RSM)
Tel: (+378) 0549 940900
Fax: (+378) 0549 940980
E-mail: management@bsi.sm
bsi en investment-asset-management 021 Rovereta Branch
Via Monaldo da Falciano, 3
47891 Rovereta (RSM)
Tel: (+378) 0549 940961
Fax: (+378) 0549 940981
E-mail: filiale.rovereta@bsi.sm
bsi en investment-asset-management 022 Dogana Branch
Via III Settembre, 89
47891 Dogana (RSM)
Tel: (+378) 0549 940963
Fax: (+378) 0549 940982
E-mail: filiale.dogana@bsi.sm
bsi en investment-asset-management 023 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
bsi en investment-asset-management 024 City Branch
Via Gino Giacomini, 150
47890 San Marino (RSM)
Tel: (+378) 0549 940967
Fax: (+378) 0549 940984
E-mail: filiale.citta@bsi.sm
bsi en investment-asset-management 025 Gualdicciolo Branch
Via Fabrizio da Montebello, 5
47892 Gualdicciolo (RSM)
Tel: (+378) 0549 940969
Fax: (+378) 0549 940985
E-mail: filiale.gualdicciolo@bsi.sm
bsi en investment-asset-management 026 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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