Asset Management

Generali Investments Holding (GIH) oversees all global asset management activities within the Group,  focusing on delivering world-class performance and service to existing clients while continuing to grow the business with third-party clients.

€ 645.2

BILLION AUM

20+

Countries worldwide for distribution*

12

asset management firms

€ 19.3

Billion Total AUM in sustainable Real assets and Private Markets strategies


* Please note that the countries refers 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.

Source: Generali Investments Holding S.p.A., data as at end of Q4 2024, net 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, Conning* and among its subsidiaries (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 slide. 2

CEO

Woody Bradford

Woody Bradford

CEO & General Manager Generali Investments

Details

The Asset Management Business Unit is a strategic pillar of the Group strategic plan “Lifetime Partner 27: Driving Excellence”, being it a reference partner not only for the insurance companies of Generali, but also for third party clients. 

Key drivers: 

  • Delivering differentiated risk-adjusted returns thanks to its diversified capabilities
    • Private Markets, Alternatives and Real Assets 
    • Liquid Core and Fixed Income/Asset Liability Management
    • Specialized Liquid Active
  • Attraction of third-party net flows

Generali Investments is the umbrella brand, which manages part of the assets on behalf of the Group and of third-party customers, both institutional and retail. Generali Investments is a platform of asset management companies, delivering a portfolio of specialist capabilities.

While the Generali Group has a majority holding and co-investment in each asset management company of the ecosystem*, all of them are able to innovate and grow with autonomy.

The 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.

CEO

Main Group Companies

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 and external clients' assets.

For more information: www.generali-am.com 

 

**Full name: Generali Asset Management S.p.A. Società di gestione del risparmio. Please note that the company was previously, until 31 December 2023, called Generali Insurance Asset Management S.p.A. Società di gestione del risparmio.

Generali Real Estate S.p.A. and Generali Real Estate SGR S.p.A.  operate in nine different countries covering all the real estate value chain: investment, asset and property management. The portfolio under management comprises a unique mix of historical and modern properties, ranging from landmark buildings to new architectural masterpieces, which has enabled the company to develop best-in-class skills in the fields of technological innovation, sustainability and urban development. Its Luxembourg funds range offers efficiency and diversification, and covers the full risk return spectrum from core to development in several sectors.

Visit the website: www.generalirealestate.com 

 

Generali Investments Luxembourg S.A. (GIL), is a management company under Luxembourg law and offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles.

For more information: www.generali-investments.lu/

Generali Investments Holding S.p.A., (GIH) which acts as a holding company, holds the share capital of the main Group asset management companies such as GIAM, GIP, GIL and provides a wide range of services to support the asset management activities.

Generali Investments Schweiz, headquartered in Zurich, is in charge for managing the assets of the Swiss insurance company.

For more information: www.generali-investments.ch/
 

Generali Investments CEE, Investičnì Společnost A.s. is an investment company providing services to individual investors and institutions in the field of collective investment and asset management operating in the Central Eastern Europe area.

For more information: www.generali-investments.cz/

Sosteneo is an Asset Management Company that specialises in greenfield infrastructure investments that produce clean energy or enable clean energy use.

It was established in 2022 alongside Generali Investments to deliver an attractive long-term commercial return through the structuring, building, optimising, and monetising of energy infrastructure projects that make an active contribution to the decarbonisation of the global energy system.

For more information: https://sosteneo.com/

 Infranity SAS is a French law asset management company specializing in infrastructure investments. Its 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.

Visit the website: infranity.com

Plenisfer Investments SGR S.p.A., a goal-based firm, offering unconstrained, total return, multi-asset strategies. The firm offers UCITS funds and bespoke mandates.  

Visit the website: www.plenisfer.com/global/en/global/ 

Aperture Investors (meaning both Aperture Investors LLC and Aperture Investors UK Ltd.) offers unconstrained investment strategies and a unique fee model that aligns fund manager incentives with client performance. Aperture’s highly experienced credit and equity investment teams are based in New York and London. 

Visit the website: apertureinvestors.com

Lumyna Investments Limited 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. 

Visit the website: www.lumyna.com

Sycomore Asset Management SA has been a pioneer in ESG investments with a unique proprietary research methodology. Its fund range offers several Article 8 and Article 9 funds. 

Visit the website: en.sycomore-am.com

Generali China AMC, born in 2013, is a joint venture between Assicurazioni Generali and China National Petroleum Corporation. It works with all the main asset classes, including liquid assets, fixed income, stocks, and real estate. 

Guotai AMC is a joint venture between Guotai and Assicurazioni Generali, authorized to manage all asset classes, including corporate pension plans in the Chinese market. 

Conning

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.

For more information: www.conning.com

 

Global Evolution

Global Evolution is a dedicated emerging and frontier markets boutique investment manager with an established track record based on a long history of investment in emerging and frontier markets.
Global Evolution is known for its innovative approach to investing in emerging and frontier markets and is today one of the most widely recognized experts and pioneers in this segment of the market.

For more information: https://globalevolution.com/

 

Octagon

Octagon Credit Investors, LLC is an investment adviser focused on leveraged loan, high yield bond, and structured credit (CLO debt and equity) 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.

For more information: www.octagoncredit.com/

 

Pearlmark

Pearlmark targets value-add real estate investment strategies across the U.S., providing access to institutional-quality real estate through both equity and debt structures. It works closely with its investment partners to define objectives and pursue attractive risk-adjusted returns.

For more information: www.pearlmark.com/

* Through Generali Investments Holding S.p.A, which holds at least the majority stake of each asset management firm.