Responsible investing

"We believe in a fair balance between investment performances and a positive impact on society"

Our commitment for disclosure

Our Approach

Through our ecosystem of asset managers, we can leverage on a range of proprietary ESG methodologies and internal research teams, selecting investments through a combination of traditional financial analysis and robust Environment, Social and Governance screening methodologies. Find out more about our ESG champions: Sycomore, Infranity, Generali Insurance Asset Management and Generali Real Estate and their financial products.

TOTAL ESG** AUM

NUMBER OF ART. 8/9 SFDR FUNDS

NUMBER OF SRI LABELLED FUNDS

ASSETS MANAGED BY PRI SIGNATORIES

TOTAL AUM MANAGED WITH DECARBONIZATION OBJECTIVE

Source: Generali Investments as at end of June 2022 ** It does not include sovereigns

THEMATIC PRODUCTS
ESG INTEGRATION
REAL ASSETS
ACTIVE OWNERSHIP

A pioneer in sustainable investments

Sycomore Asset Management has contributed in establishing ESG criteria in the European market, leveraging a proprietary corporate fundamental analysis model. As early as 2015 it has expanded its range of Socially Responsible funds on various sustainable development themes such as: human capital, green transition, social contribution, lifelong quality education, sustainable employment, responsible technology.

In 2020, Sycomore AM became a mission-led company, demonstrating its ambition to contribute positively to society as a “force for good”. As a reference and key player in responsible investment, it is, among other initiatives, a member of the FIR (Forum pour l'Investissement Responsible), the IAHR (Alliance for Human Rights) and the IIGCC (Institutional Investors Group on Climate Change).

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Infrastructure investments to generate sustainable financial and non-financial returns

Headquartered in Paris, Infranity manages over €7 billion AUM (as of Q3/2022) on behalf of institutional investors.

Infranity operates around a disciplined model focused on infrastructure debt and equity investments that generate sustainable financial and non-financial returns with a positive, stable and long-term impact. Infranity develops solutions designed by investors for investors, using a proprietary ESG rating methodology favouring assets that contribute to sustainable and inclusive development. Infranity offers investment solutions focused on the major societal challenges, such as energy transition, green mobility, digital transition and social (healthcare and education) infrastructure.

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Multi asset investments with robust internal ESG capabilities

Generali Insurance Asset Management (“GIAM”),as part of the Generali Group, is committed to Responsible Investments since 2007. GIAM 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, GIAM is supporting Generali Group and third party clients with ESG analysis and strategies, ESG data integration into main investment tools and regulatory compliance. GIAM 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 GIAM to capture best investment opportunities with a improving ESG profile.

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In-house fixed income, thematic equities and multi asset/balanced portfolios, as well as a range of private asset strategies

Its approach to ESG is a natural evolution of the Generali Group’s commitment to sustainability.

Through some of its funds, GIP adopts SRI policies and practices to improve the environment and the society as a whole, preventing negative impact on financial performance, through a multi-step approach that combines its Ethical Filter and ESG Expertise.

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One of the world’s leading alternative UCITS platforms

At the core of Lumyna’s offering is the pioneering and market-leading Alternative UCITS funds platform, which brings the best of breed of the alternative investment universe to the regulated and liquid UCITS marketplace.

Since 2007 Lumyna has been providing investors with leading investment solutions to meet their diverse needs. Lumyna first partnered with leading hedge fund Marshall Wace to launch one of the very first ‘Alternative’ UCITS funds in November 2007. Today Lumyna has expanded its liquid alternatives offering to include one of the first ESG Equity Market Neutral products, managed by Marshall Wace, and has also launched an innovative SFDR Article 9 Fund focusing on the Energy Transition theme managed by Proxy P.

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Unconstrained investment strategies with a unique fee model

Aperture Investors aims to always put its investors first. This philosophy carries through its business, from the way it structures its incentive system to the way that it invests. The underlying belief is that, over time, careful consideration of responsible investment factors may improve outcomes for the investors.

ESG factors affect performance in various ways and Aperture is committed to integrating ESG factors into the research process in a thoughtful way. These factors may vary depending on investment themes, asset classes, and investment philosophies. There is nothing like a standardized ESG frameworks and “one size fits all” approaches; hence, Aperture’s investment teams has full autonomy and discretion in their investment processes.

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one of a few example of an asset management company exclusively dedicated to benchmark-free funds built on a multi-strategy approach.

Plenisfer Investments promotes environmental and social characteristics according to Article 8 SFDR through its Destination Value Total Return Sub-fund.

Governance, financial and sustainability issues can be addressed through dialogue with companies.

The Sub-fund pays particular attention to the policies implemented by the companies in which it invests, in the belief that sound corporate governance policies and practices (incorporating environmental, social and governance issues) can create long-term value for shareholders.

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Infrastructure investments to generate sustainable financial and non-financial returns

Headquartered in Paris, Infranity manages over €7 billion AUM (as of Q3/2022) on behalf of institutional investors.

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Generali Real Estate has developed an ESG strategy which aims at improving the sustainability performance of the assets within its portfolio

Its view aims to go above the current legislative requirements, by reducing the environmental impact of the portfolio, by checking new acquisition ESG performance and by increasing the social engagement towards all its stakeholders.

As part of the said strategy, a Responsible Property Investment Guideline was set up while an increasing number of properties in GRE’s portfolio have been certified with ESG-labels widely renowned within the real estate industry.

To meet investor demand on ESG, part of the portfolio is also monitored within the Global Real Estate Sustainability Benchmark (GRESB) rating system and branded by recognized label such as SRI.

For more information about Generali Real estate mission and dive deep its activities and projects please visit the website

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Multi asset investments with robust internal ESG capabilities

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A pioneer in sustainable investments

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