Santo Borsellino
Head of Governance & Sustainability, Generali Asset & Wealth Management
Responsible investing
"Thanks to our ecosystem of investment firms, we can provide a wide range of products combining various ESG integration strategies with financial performance expectations"
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: Sycomore, Infranity, Generali Insurance Asset Management and Generali Real Estate.
The ecosystem
TOTAL ESG ASSETS UNDER MANAGEMENT*
ART. 8/9 SFDR FUNDS
ASSETS MANAGED WITH DECARBONISATION OBJECTIVE**
ASSETS MANAGED WITH CLIMATE RELATED OBJECTIVES
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 Insurance Asset Management not including sovereigns
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.
Focused on multi-asset investments with robust internal ESG capabilities, the company has been committed to Responsible Investments since 2007.
Since 2018, it has been supporting the Generali Group and third party clients with ESG analysis and strategies, ESG data integration into main investment tools and regulatory compliance.
By influencing the decision-making process of investees, the voting and engagement area enables the company to capture the best investment opportunities with an improving ESG profile.
The company has a multi-step approach that combines its ethical Filter and ESG expertise. Across some of its funds, it adopts SRI (socially responsible investments) policies and practices. The company engages with the investee companies through active ownership, especially considering industry, country, issuer allocation, stock picking, proxy voting and ESG screening factors.
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.
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.
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This is a team of specialist retail real estate investment and asset managers. The firm has an analytical approach to investing with strong focus on data as the key driver behind underwriting and decision-making.
Sosteneo is an investment manager that specialises in greenfield infrastructure related to the energy transition, with a focus on clean energy production and enablement.
Focused on multi-asset investments with robust internal ESG capabilities, the company has been committed to Responsible Investments since 2007.
Since 2018, it has been supporting the Generali Group and third party clients with ESG analysis and strategies, ESG data integration into main investment tools and regulatory compliance.
By influencing the decision-making process of investees, the voting and engagement area enables the company to capture the best investment opportunities with an improving 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
Find out more about our active ownership activity
Our People
Alessandro Musto
Head of ESG Integration and Solutions, Generali Insurance Asset Management
Anne Laure Bedossa
Head of Products & Sustainability, Generali Investments Partners
Olivier Terrenoire
Global Head of Asset, Property Management and Sustainable Investing, Generali Real Estate
Livio Gentilucci
Head of Active Ownership, Generali Insurance Asset Management
Additional information can be found here:
