Fondo Pensioni per il Personale Cariplo

Fondo Pensioni per il Personale Cariplo

Fondo Pensioni per il Personale Cariplo was established in 1837 to deliver supplementary pensions to personnel of the former Cariplo banking group, now linked to Intesa Sanpaolo. The fund functions as a private-sector pension vehicle under Italian regulation. Investment activity spans real estate, agriculture, private equity, and infrastructure. Confirmed holdings include 100 percent ownership of Azienda Agricola Pucciarella S.r.l. and Azienda Agricola Trequanda S.r.l., both operating farms and wineries in Umbria and Tuscany. Additional positions comprise limited partnership interests in Perennius Global Value 2008, Perennius Global Value 2010, F2i Secondo Fondo, and FOF Private Equity Italia. Past transactions include the sale of a Milan residential portfolio to Partners Group and a Lombardy mixed-use portfolio to Kervis SGR. The fund also held a Midtown Manhattan office building that has since been divested. Assets under management stand at 1.69 billion USD. The fund maintains membership in Mefop, Forum per la Finanza Sostenibile, and Assoprevidenza. No additional offices are recorded. Service providers include Franklin Templeton for investment advice and Dils for real estate advisory. The fund integrates ESG risk monitoring per SFDR Article 6/8 but has opted out of a formal shareholder engagement policy for EU listed equities. Governance ties to Intesa Sanpaolo include board nominations by the sponsoring bank.