RankiaPro Funds Meeting in Monaco: Insights from Fund Managers
23 SEPT, 2025
RankiaPro Funds Meeting in Monaco: Insights from Fund Managers
The latest edition of the RankiaPro Funds Meetings took place on Wednesday, September 17th, at the prestigious Monte Carlo Bay Hotel . The event brought together top investment professionals to discuss market trends, investment strategies, and economic outlooks for the coming months.
During the session, attendees had the opportunity to engage with distinguished speakers, including:
- Ronald Richter, Regional Director, Investment Strategy - Europe from Bitwise
- Alexander Roll, Investment Strategist from Global X ETFs
- Frédéric Salomon, Fund Manager from IVO Capital Partners
- Maria Lozovik, Partner and Portfolio Manager from Marsham Investment Management
The morning began with a networking breakfast, allowing fund selectors and buyers to exchange insights on key market challenges and opportunities. Each speaker then presented their firm's investment approach, fund strategies, and market perspectives, providing attendees with valuable takeaways on portfolio positioning and asset allocation in the current economic climate.
RankiaPro continues to connect investment professionals across Europe through exclusive events that foster knowledge-sharing and networking. Stay tuned for our next meetings!
Ronald Richter, Regional Director, Investment Strategy - Europe from Bitwise
Bitwise Asset Management provides investors with regulated and secure access to the cryptocurrency market through physically backed digital asset ETPs. The strategy combines the high return potential of crypto assets with transparent, safe, and easily tradable structures on major European exchanges.
Bitwise ETPs offer exposure to Bitcoin, Ethereum, Solana, and other digital assets, as well as diversified solutions like the MSCI Digital Assets Select 20 Index and staking products. These instruments are designed to deliver cost efficiency, institutional-grade cold storage custody, daily liquidity, and additional investor protection through independent administrators and insolvency-remote structures.
With over USD 15 billion in assets under management, a presence in both the U.S. and Europe, and a team fully dedicated to crypto since 2017, Bitwise has become a trusted industry leader. Its professional focus, experienced executive team, and backing from top technology and finance investors reinforce its role as a reliable partner.
Bitwise stands out for its low correlation with traditional markets, the growth potential of blockchain innovation, and its strong regulatory framework. For investors seeking long-term growth, diversification, and transparency in crypto exposure, Bitwise ETPs offer an efficient and secure solution
Alexander Roll, Investment Strategist from Global X ETFs
Global X ETFs empowers investors with innovative solutions such as Covered Call and Defined Outcome strategies, designed to balance risk and return in today’s volatile markets. With over $108bn in AUM across more than 400 ETFs and backed by Mirae Asset Financial Group, Global X combines global scale with local European expertise.
The Covered Call ETFs seek to generate higher income by selling call options on equity indices like the Nasdaq 100, S&P 500, or EURO STOXX 50. This strategy offers enhanced yield and potential risk management during volatile markets, though upside potential is capped. Distributions are typically paid monthly, supported by option premiums and equity dividends.
The Defined Outcome ETFs provide investors with exposure to equity markets while offering a buffer against downside risk and a capped upside over predefined time periods. These strategies use option overlays to deliver transparency, targeted outcomes, and portfolio diversification.
By combining income generation and risk mitigation, Global X’s derivative-based ETFs offer investors non-traditional sources of yield, equity diversification, and controlled participation in market growth, making them valuable tools for building resilient, income-oriented portfolios
Frédéric Salomon, Fund Manager from IVO Capital
IVO Capital Partners is an independent global credit investment manager with €2 billion in assets under management and more than a decade of expertise across public and private markets.
The IVO Euro Flexible Short Duration SRI Fund offers European investors a cautious yet dynamic solution for navigating fixed-income markets. With €48 million in assets (18 September 2025), the fund integrates ESG criteria (SFDR Article 8) and invests across investment-grade corporates, financials, and sovereigns, while allocating up to 50% to high yield.
The strategy seeks capital preservation and consistent income through diversification and active credit selection. Key features: 3.7% yield, BBB– average rating, 1.9 years duration.
The portfolio typically spans 80–140 issuers, with a focus on financials, consumers, sovereigns, and allocations across real estate, TMT, and industry in France, Italy, and Germany.
Backed by CIO Michael Israel and Euro High Yield expert Frédéric Salomon, the fund leverages deep credit research, disciplined risk management, and ESG integration to generate stable returns.
Maria Lozovik, Partner & Portfolio Manager from Marsham Investment Management
Marsham Investment Management offers investors a differentiated approach to fixed income through its Transitional Issuers strategy, combining fundamental analysis, AI-driven research, and climate transition as a source of alpha. Since 2016, the firm has delivered consistent outperformance across USD, EUR, and GBP bond strategies, with portfolios that are benchmark agnostic, concentrated, and actively managed.
Marsham’s proprietary AI-powered ScoreCard identifies companies in high-emission sectors that are committed to sustainability transitions. These “Transitional Issuers” may not yet be recognized ESG leaders but have a clear roadmap toward decarbonization, positioning them as future winners. The strategy integrates climate change megatrends with rigorous credit analysis to capture undervalued opportunities while managing risk.
Funds are classified as SFDR Article 8, focus primarily on developed market corporate bonds, and avoid leverage, derivatives, or currency hedging. Marsham’s disciplined investment process emphasizes risk management, ESG integration, and early identification of red flags, reinforced by an experienced team with deep expertise in credit markets.
With growing recognition in the institutional universe, Marsham’s funds stand out for their ability to combine strong returns, downside risk management, and exposure to the $200 trillion global sustainability transition opportunity, making them a compelling choice for professional investors
