Our investment process follows a top-down approach starting from the analysis of macro economic indicators and the general political environment to evaluate their potential impact on the main financial markets.
The Generali Investments Pan-European Committee is the core of this process and is held on a quarterly basis. The committee decides on the strategic asset allocation and provides a short-term forecast on equity and fixed income markets.
Local investment committees will then translate the directives of the Pan-European Committee with the aim to provide guidelines to portfolio managers in order to support and to offer the flexibility to enhance performance through their security selection process.
The following table presents our integrated investment process: