AREA RISERVATA

Preserve diligently, give generously, in Latin TUTE SERVARE, MUNIFICE DONARE, has always been Fondazione Cariplo’s motto. The grants awarded by the Foundation to the Third Sector stem from returns from asset management, administered over the years according to the criteria of prudence, responsibility and diversification.

Our asset allocation: portfolio data.

At the end of 2024, the Foundation’s total assets at market prices amounted to €10.65 billion (€ 8.81 billion at the end of 2023), € 5.7 billion of which was attributable to the multi-asset and multi-manager portfolio managed by Quaestio Capital Management SGR S.p.A., € 3.7 billion to the appreciation at market value of the investment in Intesa Sanpaolo S.p.A.
The Foundation’s portfolio is completed by other investments and closed-end funds held directly on its balance sheet.

At the end of the year, exposure of overall assets to the stock market was 55%, with 32% exposed to the bond market. The remaining 12% was exposed to closed-end funds held both directly and indirectly through Fund One.