Sustainability-related disclosures

General information on ESG

Generali Asset Management (“Generali AM”), as part of the Generali Group, has been committed to Responsible Investments since 2007. Generali AM believes that the proactive integration of Environmental, Social and Governance factors into the investment process, across all asset classes, will support the achievement both financial returns and non-financial impact.

Since 2018, Generali AM has supported Generali Group and third party clients with ESG analysis and strategies, and ESG data integration into main investment tools and regulatory compliance. Generali AM supports Generali Group in reaching its commitments to green/social/sustainability/SLB bond financing applying a proprietary filter. The voting and engagement function by influencing investees’ decision making process allows Generali AM to capture best investment opportunities with a improving ESG profile. 

International initiatives we joined:

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Sustainability Policy

Generali Asset Management ǀ Sustainability Policy
January 1st, 2024Sustainability Policy
Sustainability Policy ǀ Annex 1: Coal and Unconventional Oil & Gas Sector Exclusion
January 1st, 2024Sustainability Policy
Sustainability Policy ǀ Annex 2: Controversial Weapons & Controversies Exclusion
January 1st, 2024PDF

Statement on principal adverse impacts of investment decisions on sustainability factors

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 Generali Asset Management S.p.A. Società di gestione del risparmio. The below disclosed documents thus refer to the sum of the two entities at the reference date, until such time as the new documents of Generali Insurance Asset Menagement S.p.A. Società di gestione del riparmio renamed as Generali Asset Management S.p.A. Società di gestione del risparmio will be provided.

2023

Information on integration of sustainability in remuneration

ESG Products

1. Funds issued and managed by Generali Asset Management:

  • Funds that promote environmental or social characteristics (Art. 8 SFDR)

  • Funds that present a sustainable investment objective (Art. 9 SFDR)

2. Funds managed by Generali Asset Management:

  • Funds that promote environmental or social characteristics (Art. 8 SFDR)

  • Funds that present a sustainable investment objective (Art. 9 SFDR)

No consideration of adverse impacts of investment advice on sustainability factors

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© 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”).