Mission and Values
739 Management Company is an expression of one of the largest asset managers in the Republic of San Marino.
Our mission consists of enhancing assets through a constant alignment of interests with clients.
Our mission consists of enhancing assets through a constant alignment of interests with clients.
What distinguishes us from others is the strength of our values.
- Performance. Building on the know-how and experience of Banca Sammarinese di Investimento, 739 Management Company aims to generate long-term performance in all market conditions, through dynamic asset management combined with careful risk control.
- Sustainability. There is no satisfying present without a smiling future. 739 SG has chosen to integrate ESG criteria into investment processes, with the ultimate goal of contributing to sustainable development of the planet by guiding investors towards more responsible choices.
- Innovation. Staying ahead of the times is a decisive success factor in the world of finance. 739 SG looks to the future with the aim of anticipating market trends to offer flexible investment solutions that are always in line with the evolution of the social, economic, and financial context and with developments in the financial industry.
- Expertise. The management of 739 SG has gained important and significant experiences in the investment sector, as well as in banking and finance. These skills are now put at the service of clients to maximize their satisfaction.
- Human touch. The commitment of 739 SG is to earn clients' trust day by day, ensuring a constant presence. For this reason, we aim to build authentic, transparent, and lasting relationships based on listening and partnership, taking care not only of clients' financial assets but also of their “existential” assets, on the premise of a complete alignment of interests.
- Continuity. In 739 Management Company, all managed assets are constantly monitored with the aim of achieving positive results over time and in all financial conditions without ever neglecting the safeguarding of assets.
- Passion. We want to stand by our clients with passion, because there can be no conquest of trust and results without putting forth energy and enthusiasm.
- Responsibility. The future is built with constant responsibility: the business model of 739 Management Company is based on daily commitment to all stakeholders, society, and the environment.
- Consistency. Every investment choice in 739 SG is made in full respect of the clients' risk appetite levels, because the client is at the center of our processes.
- Protection. Our investment strategies are aimed at containing the volatility of returns and at risk diversification, through the construction of balanced and widely diversified portfolios. The organizational structure and control system are integrated with specialized skills and leading external outsourcers that ensure risk monitoring and containment.
