Click on the KAIROS menu to see the contents
A physicist loaned to finance
Recently joining the Kairos Ventures ESG One team, Matteo Bonfanti, boasts an unconventional academic and professional career for the financial world but which represents an added value for the Venture Capital sector. From Director of Technology Transfer of the IIT to Kairos, we find out from his voice how this transition took place.
Our gift and best wishes for a peaceful Christmas to Ukrainian families in Italy
There are less than two months to Christmas, an opportunity that again sees us renew our commitment and our support to the Francesca Rava Onlus Foundation.
This will be a difficult Christmas for many Ukrainian families displaced and far from home that the Foundation has welcomed and helped in all these months. It seemed our duty, therefore, this year to address our gesture of solidarity to them and gifting a moment of lightheartedness and serenity by taking families on a one-day trip.
Thursday 1 December with Mariavittoria Rava, the volunteers of the Foundation and some colleagues we will accompany the families on a trip to the city of Turin to visit the Egyptian Museum in the morning and the Automobile Museum in the afternoon, two activities specially selected for their great educational and cultural impact able not only to arouse the interest of adults but also to fascinate the little ones.
We are looking for volunteers! We need your help to make the day even more special.
Below you will find the general program.
To communicate your participation, you can write to [email protected] by 15 November, the deadline for submitting your participation. If there are more subscriptions of the available places, we will select the first requests received.
PROGRAM:
– 8.30 am departure by bus from the Francesca Rava Foundation in Viale Premuda 38 / A – Milan
– 10.45 am arrival in Turin and visit to the EGYPTIAN MUSEUM
– Lunch t.b.d. at the Museum
– 2.30 pm visit to the AUTOMOBILE MUSEUM
– 4.30 pm snack
– 5.00 pm departure for Milan
– 7.00 pm return to the Foundation
New marketing materials will soon also be available on the intranet
Some marketing materials have undergone a process of updating which is almost concluded.
This choice has the objective of satisfying on the one hand the needs of the Commercial Division and on the other hand of distributing documents never obsolete but effective, concise and clearly in line with the new very stringent ESMA regulations regarding the cross-border promotion and distribution of funds.
The update, the result of the fine tuning of a dedicated work group made up of Marketing, PMs and Sales, provides for:
– new product presentations, which respect the same structure and, new with respect to the past, can be disclosed to the retail customer as they have been previously deposited with Consob. These presentations, published in PDF but available on request to Marketing and Compliance also in PPT format, will not contain numerical performance data to overcome the issue of regulatory restrictions on the representation of returns and at the same time lighten some functions responsible for updating. The documents will therefore contain a link that allows you to view the relevant product factsheet of the last month available;
– a new Corporate presentation (in addition to the Pitchbook) in PPT and PDF format, more streamlined and dynamic and which briefly describes the Kairos Group’s activities, the company, its history, customer services and provides as many slides as the products of our offer, so that every user can modulate it according to his own commercial objectives;
Download the new Corporate presentation
– a Wealth Management presentation dedicated to the Private Banking service.
Download the new Wealth Management presentation
In November, Compliance will complete the upload of new marketing materials in a renewed area of its intranet. Stay tuned!
Rocco and Andrea win the title of Best Fund Manager thanks to KIS Bond Plus
Great collection of awards this year for KIS Bond Plus, which after the Morningstar 5 stars on all metrics, the Swiss Lipper Award and the UCITS Hedge Awards, collects a new deserved success at the Citywire Deutschland Awards 2022.
The Fund, which celebrated its 10th birthday in December last year, was selected by the German branch of the international rating agency as the sole contributor to the “Best Fund Manager Bond-Global High Yield” award given to the team made up of Rocco and Andrea.
This recognition makes us even more proud if we think that in the ranking published in September by Citywire Italia, among the best managers of 5-year high yield bonds (a basket of almost 110 funds and over 150 managers) not only the names of Rocco and Andrea were at 4th place but they were also the only Italians in the top 20 (go to the article).
Great job and once again congratulations to the Team!
Objective: digitization
The path for Kairos has just begun, proving to be complex and very multifaceted, but digitization is an inevitable and necessary process because it follows the same direction toward which the world is going, respecting the environment and by implementing new technologies, to guarantee a paperless and up-to-date customer experience.
The digital transformation process, which has long been a priority among the activities needed to guarantee the business competitiveness and effectiveness, has recently accelerated its pace also as a result of the pandemic crisis which highlighted the growing need for such a transformation.
The first two steps in this direction were made through a joint work of the entire Client Administration team together with Fabrizio of Operations, Heidi for the commercial area and under the supervision of Daniela and the Product Development team.
The first concerns the digitization of the accounting documentation, or of all the communications that the SGR usually transmits to the customer (confirmation of transactions, reports, etc.). The new procedure provides that these are no longer sent by mail (unless the customer himself expressly requests it) but uploaded in a digital format into the online customer reserved area. This choice of progressive elimination of paper, apart from making the processes of the SGR more and more sustainable, also implies a reduction in costs and an increase in the efficiency of services.
The second ongoing development concerns the creation of an App version of the current customer reserved area. At the moment it is a replica of its corresponding desktop format with some additional boosts such as a news section with all the latest issues of our newsletters and information from the Kairos world.
The App, which is expected to go live by the end of 2022, currently has only informative and non-dispositive features, but it is certainly a first step in the perspective of future extensions and additions.
Our regional wine list
Point 5 of the program presented to voters by Fratelli d’Italia speaks of “Italian pride” and above all of Made in Italy, defining it as “a brand, a lifestyle, an economic and diplomatic opportunity for our nation”.
To confirm the intentions of the new Meloni government to focus on the promotion of Italian excellence, also in the food and wine field, there is the renaming of the former Ministry of Agricultural, Food and Forestry Policies into the Ministry of Agriculture and Food Sovereignty.
Far from nationalist political logic, sovereignty means defense and enhancement of the products and biodiversity of a territory, the Italian one, which excels at international level in some agricultural sectors such as the wine sector, for example, of which Italy with the 2022 harvest is confirmed once again the undisputed leader, with a production (over 50 million hectoliters) higher than that of France and Spain.
In this context of enhancing excellence, we decided to involve some of you and draw up our personal “wine list”, paying homage to the Italian wine richness of different regions and why not, also given the approaching holidays, providing a valid suggestion for Christmas gifts.
Nothing else to add…only cheers! To Kairos!