Key Takeaways
- • RankiaPro held its latest Funds Meeting in Monaco on Wednesday, September 17, 2025, at the Monte Carlo Bay Hotel, bringing together fund selectors, buyers and investment professionals to discuss market trends and asset allocation.
- • Four speakers presented their firms' strategies: Bitwise (crypto ETPs, over USD 15 billion AUM), Global X ETFs (covered call and defined outcome ETFs, over $108bn AUM), IVO Capital Partners (IVO Euro Flexible Short Duration SRI Fund, €48 million in assets as of September 18, 2025), and Marsham Investment Management (Transitional Issuers fixed-income strategy).
- • The presentations were promotional in nature, with speakers describing their products' return, income and risk-management features rather than reporting independently verified performance results.
Summary
RankiaPro's latest Funds Meeting took place on Wednesday, September 17, 2025, at the Monte Carlo Bay Hotel in Monaco. According to the publisher's account, the event opened with a networking breakfast that allowed fund selectors and buyers to exchange views on market challenges and opportunities, followed by presentations from each speaker on their firm's investment approach, fund strategies and market outlook.
Ronald Richter, Regional Director, Investment Strategy - Europe at Bitwise, described the firm's physically backed digital asset ETPs, which offer exposure to Bitcoin, Ethereum, Solana and other assets, as well as the MSCI Digital Assets Select 20 Index and staking products. Bitwise cited more than USD 15 billion in assets under management, a presence in the U.S. and Europe, and a crypto-dedicated team since 2017. The firm emphasized institutional-grade cold storage custody, daily liquidity and low correlation with traditional markets.
Alexander Roll, Investment Strategist at Global X ETFs, outlined the firm's Covered Call and Defined Outcome ETFs. Global X reported more than $108bn in AUM across over 400 ETFs and said it is backed by Mirae Asset Financial Group. Covered Call funds sell call options on indices such as the Nasdaq 100, S&P 500 and EURO STOXX 50, typically paying monthly distributions, with upside capped. Defined Outcome ETFs offer a buffer against downside risk and a capped upside over predefined periods.
Frédéric Salomon, Fund Manager at IVO Capital Partners, described the firm as an independent global credit manager with €2 billion in AUM. The IVO Euro Flexible Short Duration SRI Fund had €48 million in assets as of September 18, 2025, according to the presentation. The fund is classified as SFDR Article 8, may allocate up to 50% to high yield, and reports a 3.7% yield, BBB- average rating and 1.9 years duration, across an typical portfolio of 80 to 140 issuers.
Maria Lozovik, Partner and Portfolio Manager at Marsham Investment Management, presented the firm's Transitional Issuers strategy, which combines fundamental credit analysis, AI-driven research and climate transition as a source of alpha. Marsham said it has delivered consistent outperformance across USD, EUR and GBP bond strategies since 2016. Its funds are SFDR Article 8, focus on developed-market corporate bonds, and do not use leverage, derivatives or currency hedging. The firm did not provide quantified performance figures in the source material.
Ronald Richter, Regional Director, Investment Strategy - Europe at Bitwise, described the firm's physically backed digital asset ETPs, which offer exposure to Bitcoin, Ethereum, Solana and other assets, as well as the MSCI Digital Assets Select 20 Index and staking products. Bitwise cited more than USD 15 billion in assets under management, a presence in the U.S. and Europe, and a crypto-dedicated team since 2017. The firm emphasized institutional-grade cold storage custody, daily liquidity and low correlation with traditional markets.
Alexander Roll, Investment Strategist at Global X ETFs, outlined the firm's Covered Call and Defined Outcome ETFs. Global X reported more than $108bn in AUM across over 400 ETFs and said it is backed by Mirae Asset Financial Group. Covered Call funds sell call options on indices such as the Nasdaq 100, S&P 500 and EURO STOXX 50, typically paying monthly distributions, with upside capped. Defined Outcome ETFs offer a buffer against downside risk and a capped upside over predefined periods.
Frédéric Salomon, Fund Manager at IVO Capital Partners, described the firm as an independent global credit manager with €2 billion in AUM. The IVO Euro Flexible Short Duration SRI Fund had €48 million in assets as of September 18, 2025, according to the presentation. The fund is classified as SFDR Article 8, may allocate up to 50% to high yield, and reports a 3.7% yield, BBB- average rating and 1.9 years duration, across an typical portfolio of 80 to 140 issuers.
Maria Lozovik, Partner and Portfolio Manager at Marsham Investment Management, presented the firm's Transitional Issuers strategy, which combines fundamental credit analysis, AI-driven research and climate transition as a source of alpha. Marsham said it has delivered consistent outperformance across USD, EUR and GBP bond strategies since 2016. Its funds are SFDR Article 8, focus on developed-market corporate bonds, and do not use leverage, derivatives or currency hedging. The firm did not provide quantified performance figures in the source material.
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