Our platform of asset managers,

Your Partner for Progress

Generali Investments

With € 632 billion in assets under management and over 2,200 investment professionals1), Generali Investments2) is the asset management arm of the Generali Group, one of the world's largest insurance and asset management players. The company offers investors a broad range of distinctive investment strategies and solutions across public and private markets, and expert insights to help investors achieve long-term performance. The investment offerings are managed by our specialist affiliated firms. As the holding company, Generali Investments supports each company to innovate and grow with investment autonomy, ensuring they’re set up to develop sustainable and innovative strategies.

€203.3bn

Assets under management

4

Asset management firms

693+

Investment professionals

6+

Countries worldwide for distribution8)

TOP 3

Largest European asset manager7)

0

Main distribution hub

Our affiliates

Expertise:

European specialists offering active strategies and bespoke solutions across public and private markets

Picture

Established: 1998

AUM: € 449.8 bn (as at 31/12/2024, gross of double counting)

Professionals: 475

Offices: Milan, Trieste, Rome, Frankfurt, Cologne, Paris, Madrid

Expertise:

Customized global investment solutions for insurance and institutional investors

Picture

Established: 1912

AUM: € 117.5 bn (as at 31/12/2024)

Professionals: 330+

Offices: New York, Hartford, Hong Kong, London, Cologne

Expertise:

European real estate, equity and debt

Picture

Established: 1989

AUM: € 36.2 bn (as at 31/12/2024)

Professionals: 350+

Offices: Milan, Rome, Paris, Madrid, Cologne, Wien, Prague, London, Warsaw, Brussels and Trieste

Expertise:

Alternative investments, unconstrained credit and equity strategies

Picture

Established: 2018

AUM: € 3.3 bn (as at 31/12/2024)

Professionals: 60+

Offices: New York, London

Expertise:

Emerging and frontier market debt specialist

Picture

Established: 2018

AUM: € 13.2 bn (as at 31/12/2024)

Professionals: 60+

Offices: Denmark, New York, London, Singapore

Expertise:

Sustainable debt and equity infrastructure

Picture

Established: 2018

AUM: € 8.3 bn (as at 31/12/2024)

Professionals: 70+

Offices: Paris, London, New York

Expertise:

Liquid alternative UCITS funds platform

Picture

Established: 2007

AUM: € 17.6 bn (as at 31/12/2024)

Professionals: 40

Offices: London

Expertise:

Leveraged loans, high yield bonds and structured credit (CLO debt and equity)

Picture

Established: 1994

AUM: € 31.7 bn (as at 31/12/2024)

Professionals: 100+

Offices: New York

Expertise:

US commercial debt and equity real estate

Picture

Established: 1996

AUM: € 1.6 bn (as at 31/12/2024)

Professionals: 30

Offices: Chicago, Denver, Irvine, New York

Expertise:

Global multi-asset and multi-strategy total return investments

Picture

Established: 2019

AUM: € 1.7 bn (as at 31/12/2024)

Professionals: 20+

Offices: Milan, London, Dublin

Expertise:

Greenfield energy transition equity infrastructure

Picture

Established: 2022

AUM: € 0.4 bn (as at 31/12/2024)

Professionals: 29

Offices: Milan

Expertise:

Sustainable and responsible high conviction equity and fixed income investments

Picture

Established: 2001

AUM: € 7.7 bn (as at 31/12/2024)

Professionals: 75+

Offices: Paris

Innovation at Generali Investments

Technology Innovation is at the heart of our business strategy. We are leveraging cutting-edge technologies, as using AI, financial machine learning and smart automation, to unlock both present capabilities and drive future transformation.

Our aim is to deliver a tech-inspired business model transformation that positions Generali Investments among the most recognized and innovative asset management players.

To achieve this, we seek to deliver:

Higher investment returns:

Strengthening data-driven decision-making along all the investment process

A seamless and accurate client experience:

Increasing internal productivity leveraging new technologies to provide better client services and more cost-effective strategies

Culture change:

Driving a cultural transformation across across the organization and sponsoring a continuous improvement approach

Innovation is not confined to a few companies; instead, all Generali Investments affiliates are actively embracing innovation and collaborating to leverage the scale of our platform, capabilities and technologies, to position ourselves amongst the most recognized innovative players.

Arbitro per le controversie finanziarie (ACF)

Generali Group: Our parent company 5)

€30.0bn

GROSS WRITTEN PREMIUMS

22

MILLION CUSTOMERS WORLDWIDE

TOP 374

AMONG THE TOP 100 LARGEST COMPANIES IN THE WORLD 6)

3th

LARGEST INSURANCE COMPANY IN THE WORLD 7)

1) Source: Generali Investments Holding S.p.A., data as at end of Q4 2024, net of double counting. 2) 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 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.

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

With about €645.2 billion in assets under management (as at December 31, 2024, net of double countings) and over 2.200 investment professionals, Generali Investments is the holding company that gathers the main asset management firms, delivering a portfolio of specialist capabilities across various countries. Affiliates include: Generali Investments Holding S.p.A. is the holding company that gathers the following specialist affiliates: 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 its subsidiaries (Global Evolution Asset Management A/S, Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC and PREP Investment Advisers LLC), as well as Generali Investments CEE. Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.

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

4) The company full legal name is Generali Investments Holding S.p.A.

5) Source: Generali Group, Annual Integrated Report and Consolidated Financial Statements 2023 – published on 12 March 2024, data as at 31 December 2024 (link).

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

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

8) 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.

Generali Investments logo in grey

© Generali Investments, all rights reserved. This website is provided by Generali Investments Holding S.p.A. as the holding company of the main asset management companies of the Generali Group having, directly or indirectly, the majority shareholding in the companies listed below (hereinafter jointly, “Generali Investments”). This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S.p.A. Società di gestione del risparmio, Generali Real Estate 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 as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).