CIRCLE Group joins the Intermonte Valore Italia Index

CIRCLE Group proudly announces that it has been selected among the one hundred companies listed on the Italian Stock Exchange that make up the Intermonte Valore Italia Index, dedicated to SMEs with a market capitalization of less than one billion euros that are not part of the FTSE MIB.

"We are proud to become part of the Intermonte Valore Italia Index, an initiative that recognizes the strategic role of listed SMEs in supporting the growth and competitiveness of the Italian system. For CIRCLE Group, this represents a further milestone in the path we have pursued over the years, built on innovation, digitalization, and the development of high-value-added solutions for intermodal logistics, port operations, and the energy transition. Inclusion in the Index is also an opportunity to strengthen our visibility within the financial community and to more effectively support the growth of the Group as outlined in our Connect 4 Agile Growth plan," commented Luca Abatello, CEO of CIRCLE Group.

The Index was created with the aim of enhancing the universe of listed Italian small and medium-sized enterprises, forming a meeting point between entrepreneurship, capital markets, and the national economic system. It represents a genuine cross-section of the best expertise in the Italian economy, helping to broaden and diversify investment opportunities compared to traditional indices, for both domestic and international investors.

Companies are selected through rigorous technical and financial criteria designed to ensure adequate levels of liquidity, transparency, and investability, including: minimum free float, solid governance standards, analyst coverage, financial sustainability and debt levels, as well as representativeness within the Index itself.

The Index is part of PMI2Change, Banca Generali's innovative project presented on July 1, 2026 at Palazzo Mezzanotte, home of Borsa Italiana, which aims to support the growth and competitiveness of Italian entrepreneurs by fostering the development of listed domestic SMEs. The project addresses the issue of limited liquidity and valuation of listed SMEs, helping to create the best conditions for a more efficient match between capital and businesses.

The initiative draws on the expertise of Intermonte, a leading Italian operator with over thirty years of experience in financial markets — particularly in SME research, sales & trading, market making, and investment banking — an integral part of the Banca Generali Group since early 2025.

Building on the Index, Banca Generali, together with Investlinx and Intermonte, has launched a new actively managed, PIR-compliant ETF, operational since July 1, which is and will be investing primarily in the universe defined by the Index. Banca Generali has committed to supporting the launch of the instrument with an initial fundraising of 100 million euros in the first few months, with a gradual increase in exposure up to 500 million euros in the medium term. It is estimated that the initiative could help generate new investment flows of 1-2 million euros per day, representing over 5% of the Index's free float.