Our ecosystem of asset management firms

Your Partner for Progress

Generali Investments* is an ecosystem of asset management firms, delivering a portfolio of specialist capabilities across various countries. 

Years of experience

Assets under management

Asset managers and specialists

Countries worldwide for distribution 1)

Asset management firms

Main distribution hub

Source: Generali Investments Holding S.p.A., data as at end of Q1 2024, gross of double counting. *Generali Investments is part of the Generali Group, which was established in 1831 in Trieste as Assicurazioni Austro-Italiche. Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning2) and among its subsidiaries (Global Evolution Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC). are part of Generali Investments, as well as Generali Investments CEE. Kindly note Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.

1) Please note that the countries refer to the countries where the different funds of the asset management companies part of Generali Investments are registered for distribution. Please note that not all funds are registered in all the countries and not all the asset management companies are licensed to operate in such countries. 2) Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).

The Generali Investments ecosystem

The world of investment is more complex than ever.

That’s why we’ve created Generali Investments: an ecosystem of asset management firms, delivering a portfolio of specialist capabilities.

We take the time to understand what matters most to investors, so we can build solutions that best reflect their needs.

Every firm in our ecosystem is supported by Generali and able to innovate and grow with autonomy. For investors, this means access to highly entrepreneurial firms, with the security of our support.

Our solutions, built from a variety of specialist capabilities, aim to help investors unlock opportunities and generate long-term performance, while being mindful of our impact on the world around us.

In this way, we provide clients access to new investment possibilities that others might miss, and a partner that prioritises their long-term interests.

We are your Partner for Progress

Generali Asset Management

European investment specialist with a global outlook

Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group assets. We have a strong emphasis on fixed income, complemented by equity and multi-asset capabilities, and underpinned by sizeable in-house research teams. We also offer investors the opportunity to invest in private markets alongside Generali Group, one of the world’s largest asset owners. As responsible stewards of capital, we prioritize responsible investing and ESG integration while aiming to serve the unique needs our clients.

*The company full legal name is Generali Asset Management S.p.A. Società di gestione del risparmio.

Aperture Investors

Unconstrained investment strategies with a unique fee model

Aperture* offers unconstrained investment strategies and a unique fee model that aligns fund manager incentives with client performance. The firm charge low, ETF-like fees when performance is at or below stated benchmarks. A performance-linked fee is charged only when returns are generated in excess of a strategy’s benchmark. Their investment teams are therefore compensated primarily on outperformance. Aperture’s highly experienced credit and equity investment teams are based in New York and London.

*The company full legal name is Aperture Investors, LLC. 

*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.

Lumyna Investments

Liquid alternative UCITS provider

Lumyna* is one of the oldest, largest and most successful Alternative UCITS providers in Europe. The firm brings best-of-breed hedge fund managers to the European market via regulated, liquid and transparent UCITS vehicles.  Lumyna is consistently voted as best platform (by HFM in eight of the last nine years and by HFR for the last seven consecutive years**) and is recognised as a leader in the delivery of Alternative UCITS funds.

* The company full legal name is Lumyna Investments Limited

**Every year, the Hedge Funds Review European Performance Awards reward genuine performance, quality and skill within the European hedge fund industry.

Generali Real Estate

Equity and debt real estate investments

Generali Real Estate* are the Generali Group experts in real estate investments, with a strong presence across Europe with about 370 professionals that operate in nine different countries. They invest in all of the steps across the real estate value chain: investment, asset and property management. Their Luxembourg funds range offers efficiency and diversification, and covers the full risk return spectrum from core to development in several sectors.

*The company full legal name is Generali Real Estate S.p.A.

Sycomore Asset Management

High conviction ESG and SRI investors

Sycomore* offers industry-leading sustainable investments. They are pioneering ESG investors and have actively shaped its development in Europe. The firm focuses on human capital as the main lever to generate high conviction investment ideas, and their responsible investment approach is grounded in unique proprietary ESG research methodology. Sycomore’s fund range offers 16 Article 9 funds under SFDR regulation, and five Article 8 funds.

*The company full legal name is Sycomore Asset Management

Infranity

Infranity is an asset management company specialising in infrastructure investments. The Company founded by three Managing Partners, Philippe Benaroya, Alban de La Selle and Gilles Lengaigne, as part of a strategic partnership with the Generali Group, is part of Generali Investments ecosystem of asset management firms and currently manages in excess of €7 billion of capital from institutional investors. Infranity's investment solutions leverage the resilience of the asset class and its long-term stable returns, as well as its ability to contribute to sustainable development. The investments address major societal challenges such as the energy transition, green mobility, digital transition and improvements to social infrastructure. This positioning, combined with a high degree of selectivity in the investment process, enables Infranity to generate sustainable value for its clients.

Infranity is part of Generali Investments.

Plenisfer Investments

Total return global multi-asset strategies

Plenisfer* are goal-based investors, offering unconstrained, total return, multi-asset strategies. Their ‘New Active’ investment philosophy allocates to strategies rather than asset classes. They focus on identifying idiosyncratic opportunities across a global opportunity set, and do not differentiate between traditional and alternative asset classes. This holistic approach allows the team to build outcome-oriented portfolios. The firm offers UCITS funds, bespoke mandates, and investment consulting.

* The company full legal name is Plenisfer Investments SGR

Sosteneo Infrastructure Partners

Investing in the new essential infrastructure that accelerates the transition to net zero

Sosteneo Infrastructure Partners is an investment manager that specialises in greenfield infrastructure equity related to the energy transition, with a focus on clean energy production and enablement. They are trusted by clients to manage capital in a way that contributes to the decarbonisation of the energy system whilst providing an attractive long-term commercial return, with a strong emphasis on delivering value enhancements through the asset lifecycle. Based in Milan and Sydney, the team brings together a wealth of infrastructure equity investment expertise complemented by an industrial background in the energy sector.

*The company full legal name is Sosteneo Infrastructure Partners, Società di gestione del risparmio

Conning

Insurance & institutional asset management, software and industry research

Conning* is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.

*Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).

Octagon

Leveraged loans, high yield bonds and structured credit

Octagon* is a below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit investments. Through fundamental credit analysis and active portfolio management, Octagon's investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers.

*Octagon Credit Investors LLC, a New York-based firm

Global Evolution

Emerging and Frontier Markets Investment Manager

Global Evolution* is a dedicated emerging and frontier markets investment manager with an established track record. Global Evolution is an active manager and has been integrating ESG into the investment process for many years.



*The company full legal name is Global Evolution Asset Management A/S, based in Kolding, Denmark with offices in New York, Singapore and London

Pearlmark

High-quality real estate investment through a variety of strategies and deal structures

Founded in 1996, Pearlmark* manages middle-market commercial real estate investments in both equity and debt. Pearlmark focuses on value-add real estate strategies across the U.S., providing investors the opportunity to invest through both equity and debt structures. This holistic perspective enhances Pearlmark’s approach to sourcing, underwriting, and managing its investments, which drives value for its investors.

*Pearlmark Real Estate Investments LLC, a Chicago-based firm

 

Generali Investments Luxembourg

Generali Investments Luxembourg* (“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.

*The company full legal name is Generali Investments Luxembourg S.A. 

Top Management

Governance and Legal Policies

Arbitro per le controversie finanziarie (ACF)

Platform Benefits

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

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

Asset Management Firms

● Keep their investment autonomy

● Leverage Generali Group’s strength, capital, customer focus, global reach and brand

● Engage in an ecosystem ensuring consistency in the areas of risk control, audit and compliance

Generali Group: Our parent company***

GROSS WRITTEN PREMIUMS

MILLION CUSTOMERS WORLDWIDE

ASSETS UNDER MANAGEMENT

AMONG THE TOP 100 LARGEST COMPANIES IN THE WORLD ****

LARGEST INSURANCE COMPANY IN THE WORLD*****

*** Source: Generali Group, data as at 31 December 2023 (link).

**** Source: insurance business, based on the 2022 Forbes Global 2000 rankings (link).

***** Source:own internal calculation based on the IPE ranking published on June 2023.

Sosteneo Infrastructure Partners is the commercial name referring to Sosteneo SGR S.p.A.

The latest views, research and investment insights from the experts of our ecosystem



Picture

© 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 multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR, Axis Retail Partners S.p.A. and Generali Real Estate S.p.A. Società di Gestione del Risparmio