Sella Sgr Launches New Fund Partnering with AllianceBernstein

Deal News | Mar 06, 2025 | Finance Community IT - 3 Private Equity

Sella Sgr Launches New Fund Partnering with AllianceBernstein

Sella Sgr, in collaboration with AllianceBernstein, has launched a new investment fund focused on the U.S. equity market. The fund, named US Equity AB Step In, aims to provide progressive access to U.S. equities with a disciplined investment approach that minimizes volatility. The strategy involves a gradual increase in equity exposure, starting from 15% at the launch and reaching a portfolio composition of 35% prudential and 65% U.S. equities by the end of the fifth year. The partnership leverages AllianceBernstein's experience in managing U.S. assets and integrates ESG criteria into its investment selections, aligning with Sella Sgr's commitment to responsible and sustainable finance. The fund will be distributed through Banca Sella and Banca Patrimoni Sella & C., further strengthening the collaboration between the entities.

Sectors

  • Asset Management
  • Finance
  • Sustainable Investment

Geography

  • Italy – Sella Sgr and its distribution partners Banca Sella and Banca Patrimoni Sella & C. are based in Italy.
  • United States – The newly launched fund focuses on the U.S. equity market, involving AllianceBernstein's expertise in this geographic region.

Industry

  • Asset Management – Sella Sgr and AllianceBernstein are involved in launching and managing investment funds, which falls under the asset management industry.
  • Finance – The focus of this article is on the launch of a financial product aimed at investors, directly engaging with the finance industry.
  • Sustainable Investment – The new fund incorporates ESG criteria into its investment strategy, connecting it to the sustainable investment sector.

Financials

    Participants

    NameRoleTypeDescription
    Sella SgrTarget CompanyCompanyA savings management company involved in launching the new investment fund.
    AllianceBernsteinAdvisor and ManagerCompanyAn asset management firm providing advisory and management for the U.S. equity component of the fund.
    Mario RomanoCEO and Director of InvestmentsPersonChief Executive Officer and Director of Investments at Sella Sgr, providing strategic commentary on the fund launch.
    Giovanni De MareHead of Italy DistributionPersonHead of Italy Distribution at AllianceBernstein, commenting on the partnership with Sella Sgr.
    Banca SellaDistributorCompanyA bank involved in the distribution of the new fund.
    Banca Patrimoni Sella & C.DistributorCompanyA bank involved in the distribution of the new fund.