Liability-Driven Investing

We aim to help our clients meet the competing objectives of generating income while optimising capital efficiency.

Regulatory and accounting expertise and managing downside risk is in our company DNA and provide the foundations for our LDI approach. Drawing on our key capabilities, we provide tailored investment solutions and services for the unique investment challenges of our clients that can evolve as their needs progress.

Unlike most insurance asset managers who tend to have domestic country expertise, our knowledge of insurance regulation spans all European countries, providing a distinct edge in an area where subtle regulatory differences are common.

Our goal is to develop a tailored strategy for our clients that focuses on the behaviour of the total asset portfolio, fits their organization and delivers long-term value.

LDI fixed income, equity and asset allocation portfolios

Fixed income is at the centre of our investment approach. Our fixed income team’s macro and credit expertise is combined with deep regulatory knowledge, afforded as the internal asset manager for one of the largest asset owners in Europe. They are acutely aware of the implications of each security they buy, and whether it will pass global standards.

Alongside this, to enhance diversification, we have developed a targeted range of equity, multi-asset and quantitative strategies to provide the essential benefits of yield enhancement.

Our aim in equity investing is to generate positive, market-beating results over a cycle in order to create a buffer of unrealized gains to be used when necessary, together with a recurring stream of income that is in-line with or better than the market. Meanwhile, our asset allocation analysis and quantitative portfolio management services are available for clients interested in customized liability, cash flow-driven or risk-controlled solutions.

We also offer investors the opportunity to invest in private markets alongside Generali Group, one of the world’s largest  asset owners and a cornerstone investor for many of these strategies. With a proven track record in managing private market portfolios, our offer aims to help investors achieve their investment goals while, at the same time, contributing to the real economy.