Generali Investments Partners receives the « Label ISR » (SRI fund certification) for 7 of its funds.

In Short

Paris – Generali Investments Partners S.p.A. Società di gestione del risparmio (hereinafter « Generali Investments Partners »), continues its responsible investing journey for the benefit of its European investors and receives the French State-sponsored Label ISR for 7 of its funds - Equity, Fixed Income and Cash strategies.
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Paris – Generali Investments Partners S.p.A. Società di gestione del risparmio (hereinafter « Generali Investments Partners »), continues its responsible investing journey for the benefit of its European investors and receives the French State-sponsored Label ISR1 for 7 of its funds - Equity, Fixed Income and Cash strategies - representing a total of EUR 2.2 bn in consolidated AUM2.

This labeling process, which meets the growing requirements of French and Europeaninvestors in terms of responsible investment, is fully consistent with the Generali Group's strategy: to develop and promote a diversified range of responsible investment solutions, on listed assets and unlisted. It is also part of the Generali group's approach to responsible investment and sustainable development.

The 7 funds3 that obtained the Label ISR - sponsored by the French Ministry of the Economy, Finance and Recovery – during the month of December 2021 are:

4 sub-funds of the Luxembourg domiciled Generali Investments SICAV (“GIS”) whose management company is Generali Investments Luxembourg S.A. and which has delegated management to Generali Investments Partners:

  • Generali Investments SICAV (GIS) SRI World Equity

  • Generali Investments SICAV (GIS) SRI Euro Premium High Yield

  • Generali Investments SICAV (GIS) SRI Euro Green & Sustainable Bond

  • Generali Investments SICAV (GIS) SRI Euro Corporate Short Term Bond

3 French domiciled mutual funds whose management company is Generali Investments Partners:

  • GF Europe Megatrends ISR

  • Generali Euro Convertibles ISR

  • Generali Trésorerie ISR

All the above listed funds are also classified as Article 8 according to the EU SFDR regulation.

The « Label ISR » is awarded for a 3-year period (renewable), following a rigorous audit and certification process conducted by an officially appointed auditor & certifier. The « Label ISR » constitutes a reference and a market standard for investors willing to participate in a more responsible and sustainable economy. Obtaining the « Label ISR » is therefore a testimony of how rigorous our ESG & Engagement approaches are, for the purpose of delivering better environmental & social outcomes when investing.

Tim Rainsford, CEO of Generali Investments Partners, commented: «Our decision to have our funds audited and certified based on our ESG approach is a natural step in our business development strategy. Indeed, our European clients and partners can only benefit from our broad set of active investment strategies that are distinct, sustainable and can generate long term value».

Generali Investments Partners confirms its strong commitment to responsible investing and receives the « Label ISR » (SRI fund certification) for 7 of its funds.

1 For more information on the Label ISR and its methodology, please refer to the official website : www.lelabelisr.fr. References to a ranking, a “Label”/certification or a prize is not an indicator of future performances at fund or asset manager level.

2 As of November 30, 2021.

3 The above listed funds are approved by either the Autorité des Marchés Financiers (AMF) or the Commission de Surveillance du Secteur Financier (CSSF) and authorized for distribution in France or in other jurisdictions where the local laws and regulations allow it. It is your responsibility, prior to any investment, to verify that the fund is authorized in other countries and if the investor is legally authorized to invest in the fund.

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© Generali Investments, all rights reserved. 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, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments). Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments and Generali Real Estate S.p.A. Società di Gestione del Risparmio