About us
Investment solutions with a focus on sustainability.
We are a company specialized in managing investment funds and developing and providing macro analysis and ad hoc analysis of financial instruments to meet specific needs of institutional players.
Valori Asset Management
Valori Asset Management was founded in February 2019 by Alida Carcano and Dario Micheli and has been authorized by FINMA to manage collective assets (pursuant to Art. 2(1)(c) in conjunction with Art. 5(1) FinIA. It focuses on the management of UCITS funds under Luxembourg law.
The company is specialized in managing investment funds with sensitivity to ESG issues. In fact, of the sub-funds under management are classified Article 8 of the European SFRD.
Valori Asset Management SA Switzerland is the manager of the VALORI SICAV sub-funds and the Lapis sub-funds of the Multilabel SICAV for a total of nine sub-funds.
Values and principles:
Integrity and accountability
Integrity is a personal imperative before it is a professional one, solidified by adherence to international standards and the CFA Institute’s code of ethics.
Independence
We are truly independent both operationally and managerially, not belonging to banking groups or distribution structures.
Sustainability
Through our investment decisions we actively contribute to the pursuit of not only financial, but also social and environmental goals.
Dynamic approach
We challenge ourselves daily to offer the best responses to the new challenges we face.
Sustainability
The investment philosophy of Valori Asset Management SA is based on integrating environmental, social, and corporate governance factors into investment decisions and contributing to sustainable growth. Integrating ESG factors into portfolio construction and management maximizes efficiency in capital allocation.