Responsible investing


Our Approach

Leveraging on our ecosystem of asset management firms, we select investments through robust environmental, social and governance (ESG) screening methodologies, mixed with traditional financial analysis.

Find out more about our ESG flagships:

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The ecosystem

TOTAL ESG ASSETS UNDER MANAGEMENT*

ART. 8/9 SFDR FUNDS***

ASSETS MANAGED WITH DECARBONISATION OBJECTIVE**

ASSETS MANAGED WITH CLIMATE RELATED CHARACTERISTICS

Data as of December 2022

* Funds which promote environmental and/or social characteristics pursuant to Art. 8 SFDR, or have a sustainable objective investment under Art. 9 SFDR. Total AUM includes funds (€ 22.6 bn) and discretional mandates (€ 49.5 bn).

** AUM managed by Generali Asset Management not including sovereigns

*** funds where Generali Investments asset management firms are acting as management companies or investment managers.

Source: Generali Asset Management S.p.A. Società di gestione del risparmio (“Generali AM”). Kindly note that on 1 January 2024, Generali Investments Partners S.p.A. Società di gestione del risparmio has been merged by incorporation into Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, changing its name to Generali Asset management ("Generali AM"). The figures thus refer to the sum of the AuM of the two entities at the reference date.

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A pioneer in sustainable investments, Sycomore AM contributed to the establishment of ESG criteria in the European market, leveraging on a proprietary corporate fundamental analysis model.

It offers a wide range of Socially Responsible Funds and became a mission-led company in 2020, proving its ambition to positively contribute to society as a “force for good”.

It is, amongst other initiatives, a member of the FIR (Forum pour l'Investissement Responsible), the IAHR (International Alliance for Human Rights) and the IIGCC (Institutional Investors Group on Climate Change).

Infranity

Infranity aims to generate sustainable financial and non-financial returns with a positive, stable and long-term impact. It uses a proprietary ESG rating methodology and it invests in infrastructures addressing the major global challenges: energy transition, green mobility, digital transition, healthcare and education.

Sosteneo

Sosteneo is an investment manager that specialises in greenfield infrastructure related to the energy transition, with a focus on clean energy production and enablement.

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With a focus on multi-asset investments and robust internal ESG capabilities, Generali Asset Management (“Generali AM”) has been committed to Responsible Investments since 2007.

The company has been supporting the Generali Group and third-party clients with ESG analysis and strategies, including climate ones, through ESG data selection and integration into the investment process and regulatory compliance expertise.

The company employs a multi-step approach that leverages a diverse range of ESG capabilities including exclusions and positive screening through ESG research. In selected products, it adopts SRI (socially responsible investments) strategies.

Generali AM engages with the investee companies via a specialized Engagement and Voting team which, in synergy with ESG analytical team and the fundamental financial analysis, allows to capture the most attractive investment opportunities with potential to improve their ESG profile.

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The company has expanded its liquid alternatives offering to include one of the first ESG Equity Market Neutral products, managed by Marshall Wace. It also launched an innovative Article 9 SFDR Fund focused on Energy Transition and it is managed by Proxy P.

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Aperture believes that, over time, careful consideration of responsible investment factors may improve outcomes for the investors.

The firm is committed to integrating ESG factors into the research process in a thoughtful way: there is nothing like standardised ESG framework and/or “one size fits all” approaches. Hence, Aperture’s investment teams have full autonomy and discretion in their investment processes.

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Plenisfer applies ongoing ESG filters based on specific product or client requirements involving negative screening.  The screening is calibrated to promote environmental and social characteristics through the exclusion of sectors deemed harmful to society. The firm relies as well on active engagement with companies and issuers to understand and where possible influence specific ESG outcomes.

Infranity

Infranity aims to generate sustainable financial and non-financial returns with a positive, stable and long-term impact. It uses a proprietary ESG rating methodology and it invests in infrastructures addressing the major global challenges: energy transition, green mobility, digital transition, healthcare and education.

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In line with Generali Group’s Responsible Investment Guidelines, the company has developed its own Responsibility Property Investment Guidelines. The guidelines support the integration of sustainability into decision-making and day-to-day business so that ESG is reflected in investments and operations.

Sosteneo

Sosteneo is an investment manager that specialises in greenfield infrastructure related to the energy transition, with a focus on clean energy production and enablement.

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With a focus on multi-asset investments and robust internal ESG capabilities, Generali Asset Management (“Generali AM”) has been committed to Responsible Investments since 2007.

The company has been supporting the Generali Group and third-party clients with ESG analysis and strategies, including climate ones, through ESG data selection and integration into the investment process and regulatory compliance expertise.

The company employs a multi-step approach that leverages a diverse range of ESG capabilities including exclusions and positive screening through ESG research. In selected products, it adopts SRI (socially responsible investments) strategies.

Generali AM engages with the investee companies via a specialized Engagement and Voting team which, in synergy with ESG analytical team and the fundamental financial analysis, allows to capture the most attractive investment opportunities with potential to improve their ESG profile.

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A pioneer in sustainable investments, Sycomore AM contributed to the establishment of ESG criteria in the European market, leveraging on a proprietary corporate fundamental analysis model.

It offers a wide range of Socially Responsible Funds and became a mission-led company in 2020, proving its ambition to positively contribute to society as a “force for good”.

It is, amongst other initiatives, a member of the FIR (Forum pour l'Investissement Responsible), the IAHR (International Alliance for Human Rights) and the IIGCC (Institutional Investors Group on Climate Change).

Documents

Responsible Investor Report 2022 - GIS SRI Ageing Population
Responsible Investor Report 2022 - GIS SRI European Equity

Discover our art. 8 and 9 SFDR funds

Our pledge for a sustainable future

Through some of our funds we invest in key areas for the future of our economy and society.

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INFRASTRUCTURES

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REAL ESTATE

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SOCIAL THEMES

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REAL ECONOMY

We engage to change

By leveraging our active ownership capabilities, we aim to build more resilient portfolios.

Find out more about Generali Investments flagship experts:

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Our People

Additional information can be found here:

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© Generali Investments, all rights reserved. This website is provided by Generali Investments Holding S.p.A. as the holding company of the main asset management companies of the Generali Group having, directly or indirectly, the majority shareholding in the companies listed below (hereinafter jointly, “Generali Investments”). This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* and among its subsidiaries Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).