AWARDS & Recognition

We’re proud to share with you awards and recognition we’ve earned based on our track record of solid performance in insurance and retirement portfolios.

Our latest awards1)

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FNG Label 2020 4) for GIS SRI Ageing Population by the Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen (QNG) for sustainable investments in the German-speaking countries for its particularly ambitious and comprehensive sustainability strategy, which gained it additional points in the areas of “institutional credibility”, “product standards”, and “transformation & impact”.

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Generali Investments Sivav (GIS) SRI Aging Population fund ranked 2° in the category “Equity Thematic funds” at the Italian SRI Awards 201911)

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Generali Investments Sivav (GIS) SRI Aging Population was awarded  the new Belgian “Towards Sustainability” Label in November 2019.10)

The Towards Sustainability label was created by Febelfin, a Belgian independent  agency that applies a very strict analysis and in particular in terms of social criteria.

Anna Maria Reforgiato Recupero recognized as “Investment Woman of the Year” at the Women in Investment Awards Italy 2019, organized by InvestmentEurope 9)

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Lipper Fund Award 2019 8) for GIS Euro Bond 1-3 Years DX  in the category “Bond EM Government ST” in France for its performance over 3 and 5 years.

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Lipper Fund Award 2019 8) for GIS Absolute Return Credit Strategies DX  in the category “Alternative Credit Focus” in Germany for its performance over 10 years.

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Lipper Fund Award 2019 8) for GIS Euro Bond DX  in the category “Bond EMU Government” in the Netherlands for its performance over 5 years.

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EUROPEAN FUNDS TROPHY 2019 – BEST NATIONAL ASSET MANAGEMENT COMPANIES (ITALY) 7) 

Generali Investments was rewarded as the best Italian asset manager for the quality of its European range of funds.

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Österreichischer Fondspreis 2019 6) for GIS Euro Bond 3-5 Years DX awarded by FONDS professionell magazine in Austria in the category “Fixed Income funds Euroland”  for its outstanding investment results.

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Deutscher Fondspreis 2019 5) for GIS Euro Bond 3-5 Years DX awarded by FONDS professionell magazine in Germany in the category “Fixed Income funds Euroland”  for its outstanding investment results.

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FNG Label 2019 4) for GIS SRI Ageing Population by the Forum Nachhaltige Geldanlagen e. V. (FNG) for sustainable investments in the German-speaking countries for its particularly ambitious and comprehensive sustainability strategy, which gained it additional points in the areas of “institutional credibility”, “product standards”, and “transformation & impact”.

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Lipper Fund Award 2018 3) for GIS Euro Bond DX Acc in the category “Bond EMU Government” in Austria, France, Germany, the Netherlands, the UK and at European level for its performance over 5 years.

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Lipper Fund Award 2018 3) for GIS Euro Bond 1-3 Years DX Acc in the category “Bond EMU Government Short Term”  in France for its performance over 3 and 5 years.

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Lipper Fund Award 2018 3) for GIS Euro Bond DX  3-5 Acc in the category “Bond EMU Government Medium Term” in France for its performance over 3 years.

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EUROPEAN FUNDS TROPHY 2018 – BEST NATIONAL ASSET MANAGEMENT COMPANIES (ITALY) 2) 

Generali Investments was rewarded as the best Italian asset manager for the quality of its European range of funds.

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1) Please remember that past performance is not a guide for future performances and it may be misleading. Investing in fund and sub-funds involves risks including the possible loss of capital.

2) Source: FUNDCLASS  The Quantitative Rating Agency for European Funds, March 2018. Please refer to the following website to find out more about the awards and the methodology: https://www.european-funds-trophy.eu

3) Lipper Fund Awards 2018 notified for the following subfunds: Generali Investments Sicav (GIS) Euro Bond, Generali Investments Sicav (GIS) Euro Bond 1-3 Years and Generali Investments Sicav (GIS) Euro Bond 3-5 Years over 3 and 5 years in France, the UK, Germany, Austria and at European level over different periods. Detailed information on the Lipper Fund Awards and the methodology can be found here: http://lipperfundawards.com

Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as at 28.02.2018. Please be aware that the Risk and Reward Profiles of the sub-funds are:

  •  “category 3" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond due to its exposure to interest rate risk.
  •  “category 3" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond 3-5 Years due to its exposure to interest rate risk.
  •  “category 2" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond 1-3 Years due to its exposure to interest rate risk.
  •  “category 2" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Short Term Bond due to its exposure to short term debt instruments.
  • For more information about the risks of the subfunds, please refer to the risk section of the prospectus.  The risk category associated with the subfunds is not guaranteed and may change over time.

4) The FNG Label is the SRI quality standard on the german speaking markets. It’s holistic approach is based on a minimum standard. These minimum requirements consist of transparency and process criteria, the exclusion of weapons, nuclear power, coal, fracking, oil sands and the inclusion of provision for the four areas of the UN Global Compact: human rights, labour, environment and anti-corruption. Additionally, portolio holdings have to been analysed on ESG-criteria. Building on these, the multi-grade model gives funds the opportunity to score additional points in the areas of “institutional credibility”, “product standards”, and “transformation & impact”. The auditor of the FNG Label is the University of Hamburg. QNG (Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen) is responsible for handling organisational matters. Further information on the FNG Label can be found at www.fng-siegel.org.

5) Fonds Professionell, in collaboration with the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond 3-5 Years with the Deutscher Fondspreis 2019 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.de/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 31.01.2019. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond 3-5 Years due to its exposure to interest rate risk.

6) Fonds Professionell, in collaboration with the daily newspaper "Die Presse" and the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond 3-5 Years with the Österreichischer Fondspreis 2019 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.at/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 28.02.2019. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond 3-5 Years due to its exposure to interest rate risk.

7) Source: FUNDCLASS  The Quantitative Rating Agency for European Funds, March 2019. Please refer to the following website to find out more about the awards and the methodology: https://www.european-funds-trophy.eu

8) Lipper Fund Awards 2019 from Refinitiv notified for the following subfunds: Generali Investments Sicav (GIS) Euro Bond DX in the Netherlands, Generali Investments Sicav (GIS) Euro Bond 1-3 Years DX in France, Generali Investments Sicav (GIS) Absolute Return Credit Strategies DX in Germany and Generali Komfort Strategie 50 in Germany over different periods. Detailed information on the Lipper Fund Awards and the methodology can be found here: https://www.lipperfundawards.com/Awards/France/2019/Methodology/114/Methodology_2019

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 30.03.2019. Please be aware that the Risk and Reward Profiles of the sub-funds are:

  •  “category 3" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond due to its exposure to interest rate risk.
  •  “category 2" as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond 1-3 Years due to its exposure to interest rate risk.
  •  “category 4" as indicated in the KIID  for the Generali Investments Sicav (GIS) Absolute Return Credit Strategies due to its exposure to interest rate and foreign currency risks.
  •  “category 4" as indicated in the KIID  for the Generali Komfort Strategie 50 due to its exposure to equity markets and to interest rate risk.
  • For more information about the risks of the subfunds, please refer to the risk section of the prospectus.  The risk category associated with the subfunds is not guaranteed and may change over time.

GIS Euro Bond, GIS Euro Bond 1-3 Years and GIS Absolute Return Credit Strategies are subfunds of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Luxembourg S.A. who appointed Generali Investments Partners S.p.A. Società di gestione del risparmio as investment manager. Generali Komfort Strategie 50 is an investment fund governed by Luxembourg law managed by Generali Investments Luxembourg S.A. who appointed Generali Investments Partners S.p.A. Società di gestione del risparmio as investment manager. The information contained in this document is only for general information on products and services provided by Generali Investments Partners S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Partners S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the subfunds present a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www.generali-investments.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-investments.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments.lu), and by distributors. Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche.

Generali Investments is a commercial brand of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A.

9) Source: Investmenteurope.net, October 2019. The Women in Investment Awards Italy 2019 ceremony took place on October 2 in Milan for the first time. The Awards programme was instituted by InvestmentEurope not only to honour the inspiring achievements of women across all parts of the investment industry, but also to help shape the discussion around how to improve diversity and highlight some of the most forward-thinking initiatives from both buy and sell sides. Please refer to the following website to find out more about the awards and the methodology: https://events.investmenteurope.net/womenininvestment

10) Source: Central Labelling Agency (CLA) of the Belgian SRI Labe, November 2019. The "Towards Sustainability Label":  the Belgian quality standard aims to increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. The label aims to instill trust and reassure potential investors that the financial product is managed with sustainability in mind and is not exposed to very unsustainable practices. The list of funds that comply with the quality standard can be found via the following link: https://www.towardssustainability.be/en

11) Source: ETicaNews, November 2019. SRI Awards are assigned on the basis of a proprietary quantitative model, which integrates 3 factors: MSCI ESG score; performance and risk over 3 years; governance. Please refer to the following website to find out more about the awards and the methodology:  http://www.salonesri.it/awards/