WHERE SPECIALIZATION

MEETS EXPERIENCE​

At Generali Investments* we gather the Generali Group’s primary investment companies and specialized boutiques, each operating in clearly defined spaces. Our asset management activities are supported and enhanced by a framework of qualified asset management services provided by dedicated companies within our Group.

ASSET MANAGEMENT WITHIN GENERALI GROUP**

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MAIN DISTRIBUTION HUB

GENERALI INVESTMENTS’ MULTI-BOUTIQUE PLATFORM

Generali Global Infrastructure

Focus: fixed income, thematic equity and multi-asset funds.

Coordination of multi-boutique offering distribution.

Focus: unconstrained investment strategies combined with a unique fee model.

Focus: real estate investments and asset management. Both equity and debt.

Focus: global infrastructure debt solutions combined with ESG principles (Environment, Social, Governance).

Generali Insurance Asset Management

Focus: LDI and pension funds solutions supported by effective proprietary analysis tools and in-house multi-asset portfolio management.
Focus: management company of one of the largest Alternative UCITS platforms in Europe.
Focus: ESG investments and sustainable performance through a range of funds investing in various asset classes.
Focus: total return, global multi asset investments.
MORE TO COME

ASSET MANAGEMENT SERVICES

Generali Investments Holding

Focus: holding company, retaining majority share capital in the boutiques.

Framework of services to support various asset management activities.

Generali Investments Luxembourg

Focus: based in Luxembourg, acts as the main reference management company of the group

Generali Investments Partners
Aperture Investors
Generali Real Estate
Generali Global Infrastructure
Generali Insurance Asset Management
Lumyna Investments
Sycomore AM
ThreeSixty Investments

GENERALI INVESTMENTS PATRNERS S.p.A Società di gestione del risparmio is the multi- channel and multi- client hub acting as lead client relationship manager for all the boutiques offering. The company also has in-house investment capabilities and manages fixed income, thematic equities and multi asset/balanced portfolios as well as alternative asset classes.

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GOVERNANCE AND LEGAL POLICIES

REPORT ON TOP 5 EXECUTION VENUES (GIP)
REPORT ON TOP 5 EXECUTION VENUES (GIP) - QUANTITATIVE SECTION
GENERALI INVESTMENTS PARTNERS ENGAGEMENT POLICY
CODE OF CONDUCT
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TRANSMISSION POLICY
CONFLICTS OF INTEREST POLICY
INFORMATION DOCUMENT - GENERALI INVESTMENTS PARTNERS S.P.A. SOCIETÀ DI GESTIONE DEL RISPARMIO
ARTICLES OF ASSOCIATION OF GENERALI INVESTMENTS PARTNERS S.P.A. SOCIETÀ
DI GESTIONE DEL RISPARMIO

Based in New York and registered with SEC, APERTURE INVESTORS LLC is a partnership between Generali Group and Mr Peter Kraus, former Chairman and CEO of AllianceBernstein. Aperture operates with an unconstrained investment approach and a unique fee model that aligns the company’s profitability with that of its clients. The company charges low, ETF-like fees when performance is at or below stated benchmarks. When and only when returns* are generated in excess of a strategy’s benchmark, Aperture Investors charges a performance-linked fee, and as such, investment teams are compensated primarily on outperformance.

 

*Investments involve risks. Past performance is not a reliable indicator of future performance and can be misleading. There can be no assurance that an investment objective will be achieved or that there will be a return on capital. You may not get back the amount initially invested..

GENERALI REAL ESTATE S.P.A. manages its operations across the different European markets through four operating platforms: Southern Europe (Italy and Spain), Western Europe (France and Benelux), Central and Northern Europe (Germany, Austria, Switzerland), Central and Eastern Europe (Czech Republic, Poland, Hungary, Slovakia, Bulgaria, Romania, Serbia and Montenegro).

GENERALI GLOBAL INFRASTRUCTURE is specialized in infrastructure debt investment strategies. Investment decisions, diversified by geographical area and sector, follow a rigotous approach in terms of credit quality profiles and ESG (Environmental, Social, Governance) criteria.

GENERALI INSURANCE ASSET MANAGEMENT S.p.A Società di gestione del risparmio 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.

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GOVERNANCE AND LEGAL POLICIES

REPORT ON TOP 5 EXECUTION VENUES
REPORT ON TOP 5 EXECUTION VENUES - QUANTITATIVE SECTION
GENERALI INVESTMENT INSURANCE ASSET MANAGEMENT ENGAGEMENT POLICY
EXECUTION AND TRANSMISSION POLICY
INFORMATION DOCUMENT - GENERALI INSURANCE ASSET MANAGEMENT
S.P.A. SOCIETÀ DI GESTIONE DEL RISPARMIO
ARTICLES OF ASSOCIATION OF GENERALI INSURANCE ASSET MANAGEMENT
S.P.A. SOCIETÀ DI GESTIONE DEL RISPARMIO
CODE OF CONDUCT
+ ANNEXES
CONFLICTS OF INTEREST POLICY

Based in London, Lumyna Investments Limited (Lumyna Investments) is the management company of the $11bn assets under management, multi-award winning Alternative UCITS platform Merrill Lynch Investment Solutions (MLIS).

The platform was launched in 2007 with the aim of bringing best-of-breed hedge fund managers to the European market via regulated, liquid and transparent UCITS vehicles and is now offering 16 sub funds employing a variety of alternative and traditional investment strategies.

The UCITS platform has been consistently voted as best platform (by HFM* in 7 of the last 8 years and by HFR** for the last 7 consecutive years) and is recognised as a leader in the delivery of Alternative UCITS funds.

*The annual HFM European Hedge Fund Services Awards are an evening of recognition and reward for those hedge funds and fund of hedge funds that have outperformed their peers over the past 12 months. **Every year, the Hedge Funds Review European Performance Awards reward genuine performance, quality and skill within the European hedge fund industry.

Source: CM Investment Solutions Limited, data as of November 2018. CM Investment Solutions Limited (“CMISL”) has re-branded to Lumyna Investments Limited (“Lumyna”). Prior to this CMISL was the management company to BAML’s funds business, with the award-winning Merrill Lynch Investment Solutions (“MLIS”) alternative UCITS funds platform at the core.

SYCOMORE ASSET MANAGEMENT SA (Sycomore AM), founded in 2001 and based in Paris, is an entrepreneurial asset management company significantly-owned by its founding partners and employees and specialised in listed company investments. Since its launch, Sycomore’s mission has been to deliver sustainable performance; this is achieved by identifying companies’ long-term levers for value creation. Sycomore AM’s expertise is driven by a field-approach and a proprietary fundamental research methodology including financial and extra-financial criteria. The firm’s 22 fund manager-analysts, including 8 ESG (Environment, Social, and Governance) specialists, assess the overall performance of a company in relation to its stakeholders:  shareholders, clients, employees, suppliers, civil society and environment.

Since 2015, Sycomore AM has expanded its range of social, societal and environmental impact funds: first with Sycomore [email protected], focused on human capital, then Sycomore Eco Solutions, dedicated to natural capital, and most recently, Sycomore Shared Growth, specialised in societal capital.

THREESIXTY INVESTMENTS SGR (ThreeSixty), a partnership between Generali Group and a team of highly experienced investment professionals led by Giordano Lombardo, aims to offer highly diversified multi-asset investments and solutions, with an innovative integrated investment approach across a wide range of asset classes.

ThreeSixty Investments will develop global multi-asset strategies, with a distinctive and innovative investment process, to serve the needs of retail, private and institutional clients around the world.

 

MULTI-BOUTIQUE PLATFORM BENEFITS

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CUSTOMERS

Gain access to niche investment skills

Rely on experts selected by Generali Group based on knowledge and talent

Benefit from long-term attractive opportunities through distinctive investment strategies

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GENERALI

Broadens and diversifies investment solution offer

Invests in results-centred companies with a strong entrepreneurial drive

Selects quality partners to maximise returns on investment

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BOUTIQUES

Broadens and diversifies investment solution offer

Invests in results-centred companies with a strong entrepreneurial drive

Selects quality partners to maximise returns on investment

ASSET MANAGEMENT SERVICES

GENERALI INVESTMENTS HOLDING
GENERALI INVESTMENTS LUXEMBOURG

GENERALI INVESTMENTS HOLDING

GENERALI INVESTMENTS HOLDING S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include back office activities, organized to provide maximum efficiency; advanced reporting systems and sophisticated technological infrastructures. The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments’ companies.

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GOVERNANCE AND LEGAL POLICIES

CODE OF CONDUCT
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Generali Investments Luxembourg S.A. (“GIL”), part of the Generali group, is a Luxembourg based management company authorized under Chapter 15 of the Law of 17 December 2010 relating to Undertakings for Collective Investments in Transferable Securities (UCITS) as well as an Alternative investment fund manager authorized under the Law of 12 July 2013 on alternative investment fund managers. As such, it offers the overall mandatory management company services for both UCITS and AIF products.

As Management Company, GIL manages investments on an international scale leveraging on the experience and professionalism of a team of world-class investment firms, including Generali Group asset management companies and boutiques as well as other major players whose capabilities are available through its fund offerings. GIL’s activities focus on the set-up of investment funds, designing structures and strategies adapted to different situations and investors. GIL’s risk management services are adjusted to the changing market environment while financial professionals supervise the day-to-day activities of the investment vehicle. As a result the investment managers can focus on their priorities while generating growth.

Based in Luxembourg, the largest fund center in Europe and the largest international hub for fund distribution, GIL benefits from an efficient and reliable fund infrastructure. The Management Company offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles. In addition, being based in Luxembourg, GIL is regulated by a sophisticated but pragmatic legal and regulatory framework.

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GOVERNANCE AND LEGAL POLICIES

DATA PRIVACY STATEMENT
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GENERALI GROUP: OUR PARENT COMPANY***

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LARGEST COMPANY IN THE WORLD****

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*This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments).

***Source Generali Group, data as at 31 December 2019.

*** Source: Generali Group, data as at December 2019

**** Source: Fortune Global 500,  2019