Prelios SGR is part of the Prelios Group, a vertically integrated leading Italian player offering investors and banks a one stop-shop for alternative asset management and high value-added services across the real estate and credit value chains, with approximately €40bn of assets under management.
Prelios SGR is one of the leading asset and investment management companies in Italy with a focus on real estate and credit. It manages 45 real estate funds, 4 SICAFs and 2 credit funds, with around € 8.1 Bn (1H 2023) of assets under management.
Prelios SGR has been a pioneer in fund management with the launch of new investment products and has expanded its product offer by setting up one of the first Italian SICAFs and an innovative credit fund that to date ranks as the biggest credit fund managing Italian UTPs (Cuvée Fund).
Prelios SGR currently serves 100+ high-standing Italian and international institutional investors, thanks to its considerable know-how and expertise in providing tailor-made services.
Prelios SGR integrates best practices inspired by ESG principles in its day-to-day activities and investment processes. It is a signatory of PRI and part of GRESB.
Prelios SGR executes and manages transactions covering the full risk spectrum.
COMPLIANCE STATEMENT
Through its compliance officer, Prelios SGR guarantees that all corporate activities are supported by constant compliance with current legal and regulatory frameworks, corporate procedures, and fund term sheets. It verifies that corporate procedures ensure prevention of breaches of legal and regulatory frameworks and guarantee compliance with self-regulation standards in terms of monitoring client activities for money laundering practices. Corporate procedures are also aligned with protection of personal data processed by the SGR, also on behalf of the managed alternative investment funds. The compliance officer reports directly to the Board of Directors and the Board of Auditors and is hierarchically autonomous with respect to the operating units.
