Alessandro Musto
Head of Sustainability, Generali Asset Management
Responsible investing
Our Approach
Leveraging on our platform 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:
Our Platform
TOTAL AUM MANAGED IN ESG AND SRI PORTFOLIOS *
ART. 8/9 SFDR FUNDS**
Source: Generali Investments Holding S.p.A as of end of Q4 2024.
* Total AUM includes funds (€ 64.5 bn) and discretional mandates (€ 93.2 bn).
** Funds where Generali Investments asset management firms are acting as management companies or investment managers.
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 S.p.A. Società di gestione del risparmio.
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 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 is an investment manager that specialises in greenfield infrastructure related to the energy transition, with a focus on clean energy production and enablement.
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.
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.
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.
As a specialized emerging and frontier markets debt boutique investment manager, ESG is an integral part of the company's core business. Global Evolution has a decade-plus long track record of integrating Sovereign ESG dynamics and outcomes into the investment process and we are committed to continuously developing our ESG approach and tools.
We are a signatory of PRI, UN Global Compact, TCFD and engage with governments, IMF, World Bank, and stakeholders globally
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.
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 is an investment manager that specialises in greenfield infrastructure related to the energy transition, with a focus on clean energy production and enablement.
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.
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).
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.
INFRASTRUCTURES
REAL ESTATE
SOCIAL THEMES
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:
Our People
Anne Laure Bedossa
Head of Products & Sustainability, Generali Asset Management
Gloria Brocchi
Head of ESG, Generali Real Estate
Livio Gentilucci
Head of Active Ownership, Generali Asset Management
Additional information can be found here:
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