A DYNAMIC SCENARIO

The growing focus on sustainability issues is changing the investment sector and redefining its objectives: to create value and to contribute to the well-being of everyone, future generations included.


Kairos considers ESG (Environmental, Social and Governance) criteria to be crucial for a modern and efficient investment model. For this reason, it chose to create a range of ESG products with which it hopes to actively direct investments towards sustainability, continuing to pursue the goal of increasing the value of its customers’ assets. It seeks to do this from a perspective of continuity and capital preservation, contributing day in and day out to building a more equitable world.

AN INNOVATIVE SOLUTION

Kairos International Sicav ActivESG is the Kairos solution for sustainable and socially responsible investment. It is one of the Italian market’s first long/short ESG products , that mainly invests in European mid- and large-cap equities, seeking to offer medium- to long-term capital appreciation with lower volatility than the reference market.

Portfolio building is based on a transparent three-step process:

  1. the Management Team applies three selective ESG filters to the investment world consisting of all European mid- and large-cap companies, and this analysis provides investment ideas (long and short);

The selective ESG filters applied by Kairos exclude:

companies in certain sectors, such as arms, tobacco and coal, and those incompatible with the UN Global Compact principles
businesses with a higher controversy risk,
according to the Sustainalytics* rating scale
firms with unsatisfactory ESG ratings or ratings that cannot be classified based on evaluations by Sustainalytics*
* Sustainalytics is one of the main independent and international ESG ratings agencies. Kairos uses its support for ESG research.

  1. using the Stoxx Europe 600 ESG-X** index as a starting point, and thanks to the support of its own financial valuation models, the Management Team conducts a careful quantitative analysis in order to define the model portfolio (long);
  2. the model portfolio, alongside the investment ideas mentioned previously, will undergo an in-depth fundamental analysis process to define KIS ActivESG.

Infografica activeg

KIS ActivESG meets the demands of customers who are conscious of ESG issues. Customers can also count on the expertise of Kairos in fundamental analysis and, therefore, in its ability to select stocks, as well as in the alternative management methods that make up the Group’s DNA.



A DEDICATED MANAGEMENT TEAM

Kairos decided to entrust ActivESG to a management team which includes Riccardo Valeri, Portfolio Manager specialised in the European equities market, Massimiliano Comità, Co-Portfolio Manager, who has managed customised portfolios for years and has a decade of risk management experience, and Sabino Delfino, Co-Portfolio Manager with extensive experience in quantitative analysis and risk management.

Riccardo Valeri - Kairos
Riccardo Valeri
Portfolio Manager
Massimiliano Comità - Kairos
Massimiliano Comità
Co-Portfolio Manager
Sabino Delfino
Sabino Delfino
Co-Portfolio Manager
Principles for responsible Investment

The Kairos Group is a signatory of PRI, the United Nations initiative which encourages the integration of ESG principles into asset management and investment decisions.

Firma - Kairos

‘ensign’ is the iconic emblem of the responsible commitment of Kairos towards a better world and its conviction that sustainable development is the business model of the future which must be implemented now.

To find out more about the features of KIS ActivESG
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Advertising message for promotional purposes. The information provided here does not constitute investment advice, but rather a description of the products. Before subscribing, please read the Offer Document, the Key Investor Information Document (KIID), and the subscription form, which jointly form the binding documentation for purchasing the fund’s shares in Italy. These documents, available on the website www.kairospartners.com, can be requested in both electronic and paper format from your advisor and from the individuals in charge of the placement. All opinions given reflect the management company’s current assessments and may be subject to change without prior notice. The management company is not responsible for the accuracy, completeness or appropriateness of the third-party information contained in this material. The KIS ActivESG synthetic risk indicator is rated 5 out of 7, which corresponds to a medium- to high-risk category. The synthetic risk indicator expresses how likely the product is to incur monetary loss due to market changes. Past performance is not an indication of future results. Shares of the funds can be offered for purchase or sale in jurisdictions in which the sale or offer is permitted. This document and the information contained herein must not be distributed in the USA. Distribution and publication of this document, as well as the offer or sale of the fund’s shares, may be subject to restrictions in other jurisdictions.
**STOXX Limited, Deutsche Börse Group and its licensees, research partners and data suppliers have no relationship with Kairos Partners SGR, with the exception of the Stoxx Europe 600 ESG-X® license and the related trademarks to be used in relation to the KIS ActivESG fund.