Anima Holding

M&A Activity • Jan 9, 2025

PRESS RELEASE

ANIMA Holding: upcoming termination of the partnership with Etica SGR

Milan, January 9, 2025 – Anima Holding S.p.A. (EXM: ANIM) announces that it was notified by Etica SGR about the launch of an industrial project that will ultimately result in the internalization of the management of their mutual funds currently mandated to Anima SGR.

To allow for an accurate evaluation of the economic aspects, in 2024 the mandate generated approximately € 10.5 million in revenues for the Anima group.

In the medium term, the impact can be mitigated or neutralized by the full development of some proprietary ESG funds. These funds1 , on which net inflows over the last 5 years amounted to over € 5 billion, and whose profitability for Anima is approximately twice as high as the one of the Etica SGR mandate, will also be available through networks previously restricted by agreements connected to the mandate.

ANIMA is the largest independent asset management group in Italy, with over €200 billion in total assets under management and more than one million clients. It was born from the aggregation of several companies with different and complementary specializations in the world of asset management and wealth management. Today it has over 500 professionals in Italy and manages investment solutions for institutional clients (insurance and financial groups, pension funds, social security funds), businesses and individuals. For further information, please visit www.animaholding.it

Contacts:

Media relations Investor Relations Image Building Luca Mirabelli Cristina Fossati, Federica Corbeddu, Denise Recchiuto Federico Pardini Tel: +39 02 89 011 300 Tel. 02-63536.226 gruppoanima@imagebuilding.it ir@animaholding.it

¹ ESaloGo, Comunitam, Net Zero, Valore Corporate ESG , PrimoPasso ESG