Capabilities

Liquid Alternatives

Bringing the best of the alternative investment universe to the regulated and liquid UCITS marketplace.

Capabilities in Liquid Alternatives

Liquid alternative opportunities can be accessed either through our specialist dedicated investment platform, or through various strategies across our affiliated companies These affiliates manage a variety of investment strategies such as long-short equity and credit, event-driven, global macro, managed futures, and multi-strategy approaches. They aim to provide diversification and risk-adjusted returns that are less correlated with traditional asset classes.

Lumyna is our specialist investment platform fully dedicated to liquid alternatives, bringing high quality hedge fund managers to the regulated and liquid UCITS marketplace. Lumyna’s best-of-breed alternative investment managers are based all over the world and offer compelling and unique strategies that range from long-short environmental markets to commodities to systematic fixed income.

  • Long/short equity

  • Market-neutral

  • Commodities

  • Fixed income

  • Event-driven

  • Multi-strategy

  • Quant macro

  • Quantitative risk premia strategy

  • Volatility

The Strategies

Asset Under Management1

Meanwhile, Plenisfer Investments manages multi-strategy total return strategies that are specifically targeted at finding uncorrelated returns across the full spectrum of global markets. Their investment approach is entirely free of benchmark constraints and portfolio construction is defined through key proprietary strategies (income, growth, macro, special situations and alternatives), rather than traditional asset classes.

In addition, Aperture Investors manages long-short strategies that include a global long-short corporate credit strategy.

Liquid Alternatives expertise is provided by

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Featured Insights

Full legal names: Aperture Investors LLC, Plenisfer Investments S.p.A. Società di gestione del risparmio and Lumyna Investments Ltd.

1Source: Generali Asset Management S.p.A. Società di gestione del risparmio (“GeneraliAM”) as at Q1 2024. Kindly note that on 1 January 2024, Generali Investments Partners S.p.A. Società di gestione del risparmio has been merged by incorporation into Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, changing its name to GeneraliAM.

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© 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