Capabilities
Our Investment Expertise
A wealth of diverse strategies, from equities and fixed income to liquid alternatives and private assets.
Liability Driven Investing (LDI)
LDI Capabilities at a glance1
Start of managing Generali Group insurance asset liabilities2
First launch of bespoke segregated LDI portfolios for external clients3
Total AUM including Generali Group assets4
AUM for external insurance and pension fund clients1
Investment Professionals1
At Generali Insurance Asset Management5 (GIAM), we collaborate closely with our clients to help meet their unique challenges and distinctive investment objectives.
Our approach is informed by our deep expertise of managing LDI assets. We have managed bespoke segregated LDI mandates for pension schemes and insurers since 2005 and have managed Generali Group insurance portfolios and pension mandates since 20002.
We leverage our extensive history of managing assets on behalf of multiple Generali affiliates in Europe. Generali Group has 190 years of experience as an insurer, manages over €460bn of LDI assets, and has an asset liability management framework that is fully integrated with the insurance asset management area and that is scalable, flexible and in continuous evolution.
GIAM is specialized in Liability Driven (LDI) solutions, leveraging a track record of solid performance in Generali Group insurance companies portfolios and pension funds mandates. The company applies the experience and know-how it has developed over time, the in-depth understanding of clients’ liability constraints, an effective risk management approach embedded in its investment process along with a range of proprietary analysis tools developed to support LDI management.
Collaboration
At GIAM we collaborate closely with our clients to understand and solve their unique investment challenges. We place the utmost importance on providing our clients both with successful LDI solutions and high quality client service. Long track record of LDI management.
Long track record of LDI management
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A wealth of expertise
Our capabilities within both GIAM and across the Generali Investments platform7 span the full set of public and private investment opportunities, including fixed income, multi-asset, equity, ESG/SRI, liquid alternatives, smart beta and real assets such as real estate and infrastructure. We leverage this deep internal expertise to build portfolios most suitable for our LDI clients.
Strong fixed income capabilities
Due to our extensive experience managing insurance and pension fund assets, GIAM is specialized in fixed income portfolio management across multiple sectors and geographies, with dedicated in-house credit and macro research teams who provide internal rating methodologies at an issuer level.
Segregated LDI portfolios
We provide fully customised LDI solutions for the unique investment challenges of our clients. Our capabilities span:
Asset liability management
Strategic asset allocation and tactical asset allocation
Capital optimized portfolios
Derivatives hedging and overlay strategies
Controlled volatility products
Capital protection solutions
ESG and responsible investing
Modular investing approach
Post-trade portfolio services
1 Source: Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, data as at 31st October 2021. 2 Legal entity: Generali Insurance Asset Management S.p.A. Società di gestione del risparmio. 3 Legal entity: Generali Investment Italy S.p.A. Società di gestione del risparmio. 4 Source: Generali Group as at end of September 2021. 5 Full legal name: Generali Insurance Asset Management S.p.A. Società di gestione del risparmio. 6 Legal entity: Generali Insurance Asset Management S.p.A. Società di gestione del risparmio. 7 Legal entity: Generali Investment Italy S.p.A. Società di gestione del risparmio.
