Algebris Investments
Algebris Investments is a global asset manager specializing in diverse, actively-managed investment solutions with a historical focus on the financial sector and a commitment to sustainability.
Services
Algebris Investments is a global asset manager providing diverse, actively-managed investment solutions. The firm has a significant focus on the financial sector, spanning the entire capital structure, including credit and equity. Algebris offers a suite of funds targeting various markets and sectors, with notable products like the Algebris Financial Credit Fund, Algebris Financial Income Fund, Algebris Financial Equity Fund, and Algebris Global Credit Opportunities Fund. They also focus on sustainability through their Algebris Sustainable World Fund and Algebris Sustainable Bond Fund. Moreover, Algebris invests in Italian non-performing loans, predominantly secured by high-end residential real estate assets.
Global Presence
Algebris Investments operates with a truly global presence, maintaining offices in major financial hubs including London, Milan, Rome, Zurich, Dublin, Boston, Singapore, and Tokyo. This extensive network enables the firm to leverage global market insights and opportunities. The various regional entities of Algebris are regulated by respective local authorities such as the Central Bank of Ireland, the Securities and Exchange Commission (SEC) in the U.S., the Monetary Authority of Singapore (MAS), and the Financial Services Agency in Japan, ensuring compliance and operational integrity across different geographies.
Sustainability and ESG Commitment
Algebris Investments emphasizes sustainability and ESG (Environmental, Social, and Governance) in its investment processes. The company has a dedicated ESG team spanning five functions to integrate these principles into their operations and investments. The Algebris Green Transition Fund supports projects in energy transition, circular economy, smart cities, and agritech, exemplified by their investment in OpenEconomics. Algebris has raised around €200m for this fund, aiming for a total of €400m. Additionally, Algebris is a signatory to the UNPRI (United Nations Principles for Responsible Investment) and supports the TCFD (Task Force on Climate-related Financial Disclosures), solidifying its commitment to responsible investing.
Charitable Activities
Algebris Investments is dedicated to social responsibility through its charitable endeavors. The company supports communities in Central Tanzania via its charity, Hakuna Matata. Demonstrating a formal commitment to philanthropy, Algebris donates 1% of its annual earnings to this partner charity. This contribution aids in community development and support initiatives in the region, aligning with the company's broader sustainability and social responsibility goals.
Regulatory Compliance
Algebris Investments adheres to rigorous regulatory standards across its global operations. In Ireland, Algebris Investments (Ireland) Limited is authorised and regulated by the Central Bank of Ireland. In the United States, Algebris Investments (US) Inc. is a registered Investment Adviser with the SEC. The Singapore branch, Algebris Investments (Asia) Pte. Ltd, operates as a Licensed Fund Management Company under the Monetary Authority of Singapore. In Japan, Algebris Investments K.K. adheres to regulations set forth by the Financial Services Agency. This comprehensive regulatory compliance ensures the firm's commitment to maintaining high standards of operational integrity.