Capabilities
Our Investment Expertise
A wealth of diverse strategies, from equities and fixed income to liquid alternatives and private assets.
The Generali Investments ecosystem is structured around a number of strategic capabilities that aim to suit every investor's needs. Our investment solutions are available in the form of funds, mandates and bespoke solutions. We do this thoughtfully; mindful of our impact on the world around us.
Commitment to Sustainable Investments
As major stewards of capital with an established international presence, far-reaching expertise and extensive capabilities across major asset classes, we are committed to generating sustainable returns and having a positive impact on society wherever we operate. The Generali Group commitment to responsible and sustainable investments is reflected in various strategies offered by some of our asset management firms that apply an integrated ESG approach.
Crafting the Best Investment Solutions
Every asset management firm in our ecosystem has been carefully selected and is a recognised expert in its focus area
Each firm’s investment approach is fully autonomous, with their own distinct focus and investment philosophy, yet each benefits from the support of Generali Investments. This plurality of thought is a key strength of our platform, enabling us to craft the best investment solutions for clients and help them to unlock new opportunites to generate long-term performance.
As part of a global insurance group, fixed income investing is our DNA. Across the different firms that make up Generali Investments, we manage over €405bn of AUM, and we are adept at managing downside risk, combining active management and strong conviction with a risk-controlled approach tailored directly to investor goals.
In today’s challenging environment, our asset management firms offer distinctive, highly specialized strategies that aim to provide investors with sustainable risk-adjusted returns. Our extensive reach and local market expertise allow us to identify the best solutions for fixed income investing.
The Strategies We Offer
All Maturities government bonds
Corporate short term / blend
High yield
Convertibles
SRI credit
Green bonds
Long/short credit
Emerging market debt
Please select your country and investor type to proceed.
Our wide range of equity strategies aims to allow investors to capitalise on secure pockets of growth and emerging megatrends across a variety of geographies and sectors.
Each asset management firm in the Generali Investments ecosystem has its own disciplined investment process through which our portfolio managers select the best stock opportunities. Our strategies span broad global equities to more targeted regional exposure, and from all-sector approaches to specialised thematic investing. In addition, we offer a range of Article 8 and 9 equity funds under SFDR classification.
The Strategies We Offer
High conviction
Thematic investing
ESG/SRI
Large cap
Small & mid Cap
Funds of Funds
Please select your country and investor type to proceed.
We provide access to specialised, UCITS liquid alternative strategies that aim to offer the best of both worlds. On one hand, absolute return streams with modest to low correlation to traditional equity and bond markets; on the other a regulatory UCITS framework that imposes strict liquidity, transparency, regulatory oversight and risk management guidelines.
The range of liquid alternative funds we offer employ non-traditional investment strategies – for example using leverage, derivatives and selling short positions – in order to harness returns uncorrelated to traditional asset classes.
The Strategies We Offer
Long/short equity
Long/short credit
Market-neutral
Commodities
Fixed Income
Event-driven
Multi-strategy
Quant macro
Quantitative Risk Premia Strategy
Volatility
Fund of Funds
Please select your country and investor type to proceed.
We believe that diversification shields investors from market volatility. That's why our multi-asset offering encompasses our skills across both traditional and alternative asset classes.
This means our multi-asset strategies are geared to investors interested in protecting their portfolios from the risk exposure inherent in unpredictable market swings, while at the same time stabilizing investment returns.
Higher correlations between markets today require rethinking diversification. Among our asset management firms, we offer innovative, multi-strategy approaches alongside more traditional balanced strategies.
The Strategies We Offer
Traditional balanced
Absolute return multi-asset
Total return multi-asset
Fund of Funds
Please select your country and investor type to proceed.
Since 1831, Generali Group has invested into private markets and real assets for its own insurance portfolios to enhance portfolio diversification and pursue attractive risk-adjusted returns. Today, we offer investors this same access to our leading capabilities.
With over 480 investment professionals, our offering encompasses real estate, infrastructure, private debt and private equity direct and indirect investments.
In a world of persistently low interest rates, higher inflation and rocketing public market valuations, having the right mix of real assets and private markets exposure is crucial for defensive, diversified, and stable portfolios. The relative illiquidity of these asset classes offers a more stable and predictable income than publicly traded assets. They also play a crucial role in generating tangible and positive impact for both the economy and societies. We are committed to helping investors access these opportunities to achieve their investment goals and make a positive impact on the real economy.
Investing involves risk, including possible loss of capital.
The Strategies We Offer
Infrastructure (debt and equity)
Managed by Generali Global Infrastructure, click here to find out more
Real Estate
Managed by Generali Real Estate*, click here to find out more
Strategies are available as
with the Generali Group Companies
Bespoke mandates
*The company full legal name is Generali Real Estate SGR.
