play-button INTRODUCING GENERALI
INVESTMENTS

We are the investment specialist of Generali Group, one of the largest insurance companies in the world, and one of the leading asset managers in Europe.

ALLOW YOUR INVESTMENTS TO FLOURISH

We follow a risk-aware investment approach to generate low volatility, consistent returns over the long term and achieve your investment objectives.

PROPRIETARY RESEARCH

Paramount within our processes to set the macro, define tactical asset allocation (TAA), anticipate market moves and deliver investment ideas supporting sustainable performance.

DISCIPLINED
PROCESS

TAA set by the Investment Committee and implemented across all portfolios. Senior investment & risk Specialists inputs ensure focus on performance and risk, always mindful of customer needs.

RISK-AWARE APPROACH

Focus on volatility management, careful draw-down monitoring and protection of invested capital.

Generali Investments: Key facts and figures

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EXPERIENCED INVESTMENT SPECIALISTS

More than 400 customer-focused experts with deep knowledge of local markets and asset classes.

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ASSETS UNDER MANAGEMENT

More than 452 Bn EUR of Assets under Management, including third-party and Generali Group assets.

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YEARS OF EXPERIENCE

Working closely with clients since 1831*

Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data at 30 June 2017

*Generali Investments Europe S.p.A. Società di gestione del risparmio is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche

SIMPLER, SMARTER & FASTER

We are the asset management specialist of the Generali Group, one of the largest and most respected insurance companies in the world. We are one of the leading European asset managers, recognised for delivering consistent results through proven risk-based investment solutions and for providing a solid, stable and highly professional service.

We challenge how things have always been done to find a Simpler and Smarter way. Faster.

That’s what we’ve been doing for almost 200 years.*

Working with you since 1831.

*Generali Investments Europe S.p.A. Società di gestione del risparmio is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche

TOP MANAGEMENT

Person
Person

Timothy Ryan

Group Chief Investment Officer and CEO Asset & Wealth Management

Born in the USA in 1969 and British citizen, Timothy Ryan has been the Group Chief Investment Officer since January 2017.

After graduating with a PhD in Banking, Finance and International Trade from Bordeaux University in 1992, Tim started his career as a Quantitative Engineer with CCF (now HSBC). After expanding his responsibilities and a successfully growing the business as the Global Head of Equity, Tim moved to the AXA Group in 2000 as the Global Head of Quantitative Asset Management with AXA IM. In 2003, he relocated to Japan, first as the CIO of AXA Japan and later as the CIO for Asia. In 2008 he joined AllianceBernstein as Chairman and CEO for Japan. After the turnaround of the Japanese operation, Tim became Chairman and CEO of AllianceBernstein Ltd in London covering Europe, Middle East and Africa. When the region became a major contributor to the group, in 2015, Tim decided to take a sabbatical and enjoyed teaching Finance and supporting a large private equity firm in its acquisition projects.

Tim remains active in teaching Finance at various universities and business schools. He is passionate advocate of economic and finance literacy for children and young adults.

Santo Borsellino

Chief Executive Officer

Santo Borsellino is the CEO of Generali Investments since June 2013. Prior to joining the company as Head of Equities in 2008, he gained an extensive experience as an asset manager and equity analyst working for leading investment banks and asset management companies in London and Milan.

Santo graduated magna cum laude from in Economics from the University of Bologna, and earned an MBA from the Tuck School of Business, Dartmouth University, United States.

GENERALI GROUP: OUR PARENT COMPANY

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COUNTRIES IN THE WORLD

Our international presence is our greatest strength. Generali is the market leader in Italy, with a solid base in Europe, and is seeking to continue its growth, with a focus on Asia and South America.

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SMARTEST COMPANIES IN THE WORLD

The prestigious reward was awarded by MIT Technology Review, which included the Group among the 50 smartest companies of 2015 - thanks to its innovative range of insurance solutions based on data analytics.

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BILLION EUROS IN PREMIUMS

Our activities span the Life Business (savings, family protection and unit-linked policies, etc.) and the P&C business (car, home, accident and health insurance, etc.). We are among the leaders in the retail sector and over time have strengthened our position in the corporate sector with a dedicated international unit.

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BILLION EUROS IN AUM

We are an active global player in asset management with managed assets of more than half-a-trillion Euros, largely made up of fixed income bonds, as well as shares, real estate investments and cash.

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THOUSAND EMPLOYEES

We are a global community, where entrepreneurship and growth are encouraged. We challenge how things have always been done to find a Simpler, Smarter, and Faster way.

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LARGEST COMPANIES

According to the renowned Fortune Global 500 report, Generali is ranked one of the 50 largest companies in the world. The results of the index came from analysis of sales, profit, assets, and market value

Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data at 30 June 2017

Governance and Legal Policies

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Information Document on Generali Investments

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Best Execution Policy of Generali Investments

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Policy for dealing with conflicts of interest of Generali Investments

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Strategy for exercising rights linked to financial instruments within managed UCIs

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Summary of Strategy for exercising rights linked to financial instruments within managed UCIs

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Articles of Association

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Document Illustrating the Organisational Management and Control Model

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