Asset Management
The Giant Market of CLOs
A booming market, an exposed industry and a distressed economy make CLOs a more than ever important subject.
ESG FOCUSED FUND
The ESG Focused Investment Fund of Bocconi Student Asset Management Club was created in September 2023. The aim of the fund is to overperform its assigned benchmark, while paying particular attention to the ESG score of the portfolio, achieved through a combination of techniques acquired thanks to contribution of academic research in the last decades.
LONG SHORT FUND
Long Short Fund of Bocconi Students Asset Management Club is a dynamic investment vehicle that commenced operations in October 2023 employing a Long Short strategy. This fund specializes in US Equity assets while strategically integrating other assets for diversification and mitigating risk. With a focus on delivering consistent returns through all market conditions, the fund operates within a five-month reporting cycle, analyzing performance, and adapting strategies accordingly.
ASSET MANAGEMENT - EQUITY AND FIXED INCOME FUND
The primary purpose of this report is to analyze the performance of our Equity & Fixed Income Fund over the months of October 2023 to January 2024. To do so, this memo will provide a description of the fund, our investment approach, and how funds have been allocated to reach such performance. The secondary purpose is to provide improvements for the future using our performance analysis.
ASSET MANAGEMENT - Investor Prospectus
Our client is David Chen, a successful business owner with a strong investment acumen and a focus on wealth preservation and growth.
ASSET MANAGEMENT - Investor Prospectus
Our client is Dan Cohen, founder of MySpace, an angel investor and a passionate environmentalist who is on the board of GreenE. He was born in Israel but studied in London at LSE. Nowadays, he focuses his investments and interests in Israel and Europe.