Expertise
Solutions for Institutional Investors
Tailored investment solutions for the unique investment challenges of our clients
At Generali Investments, we aim to help our institutional clients meet their own unique goals, from the competing objectives of generating income while optimising capital efficiency to enhancing their portfolios for climate risk. We offer a comprehensive range of LDI solutions, strategies, software and services. We can also create bespoke solutions, using the diverse liquid and illiquid capabilities available through our platform of diverse asset management companies. Our priority is to collaborate closely with clients to identify their needs in order to provide services that are tailored precisely for them.
TO DO THIS, WE OFFER:
1.
Customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk
2.
A range of software and services to accurately assess risk, recognize opportunities, help meet regulatory requirements, and deliver more consistent long-term performance
3.
Customized solutions by leveraging our own risk management tools and disciplined investment process that relies on fundamental analysis
How can we work with you?
These are just a few examples of what we can provide for our clients. New and bespoke solutions can be created from across our private and public markets capabilities
Investment Strategies
Traditional, active, liquid strategies spanning fixed income, thematic equity, multi-asset and multi-strategy, ESG and responsible investing, and liquid alternatives
Supported by sizeable proprietary macro, market, credit, equity, quant and ESG research resources
Exclusive access to the private markets capabilities of the Generali Group, one of the largest asset owners in the world and a key investor in many of these strategies
Customized strategies
Software and Services
Award-winning software that is also used to manage client portfolios
Services include: Strategic Asset Allocation and Tactical Asset Allocation, Economic Capital Modeling, Asset Liability Optimisation, Asset-Liability Modeling, Modular Investing, Custom Calibration, Climate Risk Analysis, LDTI, Post-Trade Portfolio Services, Solvency Capital Requirement (SCR) Assessment and Monitoring
Investment Solutions
Customised integrated solutions addressing the unique needs of our clients
Solutions could include:
- Cash Optimisation
- Controlled Volatility
- Capital Protection
Our Difference
Generali Asset Management and Conning: A rich heritage serving institutional investors
Generali Asset Management and Conning both have a rich heritage in serving institutional clients. Generali Asset Management is a European investment specialist with deep roots and skills consolidated over time through the management of the Generali Group's assets. Generali Asset Management are European investment specialists with extensive local regulatory and accounting expertise, operating across both public and private markets.
Meanwhile, Conning is a leading global investment management firm with a long history of serving the insurance industry. Founded in 1912, with investment centres in the US, Europe and Asia, Conning and its affiliates, develop customized investment strategies and solutions that address their clients’ unique objectives, requirements and tolerance for risk.
Specialist liquid and illiquid opportunities through our platform
We also have access to a wide range of specialist real asset and private market opportunities through our platform – European real estate through Generali Real Estate, US commercial real estate debt through Pearlmark, sustainable infrastructure debt and equity through Infranity, and private equity renewable energy infrastructure through Sosteneo Infrastructure Partners*.
Additionally, we offer access to a host of liquid alternative funds through Lumyna, active global long-short funds through Aperture Investors, global multi-strategy fixed income and multi-asset through Plenisfer Investments, responsible investing funds through Sycomore Asset Management, leveraged loans and structured credit through Octagon, and emerging and frontier markets through Global Evolution Asset Management.
Extensive in-house research
Finally, deep proprietary in-house research underpins all of our investment strategies. Generali Asset Management benefits from extensive proprietary macro, credit, equity and ESG research resources.
Meanwhile, for over 50 years Conning’s Insurance Research group has been providing research and consulting solutions that help management teams understand and navigate a rapidly changing insurance landscape. Indeed, each investment firm on our platform has complete investment autonomy, and their own uniquely developed, specialist research capabilities.
TO LEARN MORE, PLEASE CONTACT US:
*Sosteneo Infrastructure Partners is the commercial name referring to Sosteneo SGR S.p.A
Generali Investments Holding S.p.A. holds the majority stake of each asset management firms. Generali Asset Management S.p.A. Società di gestione del risparmio is the Distribution hub, acting as lead multi channel, multi client, relationship anager of the offering of all the companies’ part of the Generali Investments platform. Full company names: Aperture Investors, LLC, Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Sosteneo Infrastructure Partners is the commercial name referring to Sosteneo SGR S.p.A, Conning1 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).
1Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).
