EUROFIMA’s Treasury Strategy is a document produced by the Treasury & Asset Management unit with the purpose to review and guide our investment activities. It is updated quarterly with the objective to define the investment approach for the forthcoming quarter as well as to align our investment decisions to EUROFIMA’s long-term investment goals. The document is submitted to the Management Committee (i.e. CEO and CFO) for approval at each quarter-end.

EUROFIMA is committed to increasing transparency in our investment activities and providing a regular update on our progress on the topic of responsible and sustainable investment management by publishing a summary of the Treasury Strategy each quarter. The summaries of our latest Treasury strategies are available here:

Quarterly Treasury Strategies 2024

Quarterly Treasury Strategies 2023