Expertise
Asset Allocation Products
€ 2.4 bn AUM
6 Portfolio managers
Paris, Trieste, Milan
Our offering
We manage actively managed multi-asset funds and bespoke asset allocation mandates designed for today’s evolving market conditions.
Our approach
We take an active, flexible, and responsive approach, combining fundamental and quantitative analysis to optimize diversification and identify performance drivers across multiple asset classes.
Broad diversification
The multi-asset portfolios we manage span equities, government and corporate bonds, volatility, dividends, commodities, options, and alternative risk premia. We use a wide range of instruments – including direct securities, ETFs, futures, and options – to enhance timing and execution.
Tailored solutions & cutting-edge insights
We customize asset allocation for institutional clients, cashflow-driven, and risk-controlled1 strategies. Our solutions leverage synergies within Generali Asset Management, integrating AI and machine learning-backed research from our Data Science Team to enhance performance and risk management. For investors that require bespoke, dedicated ESG outcomes, we offer an integrated ESG investment framework, including proprietary ethical screening and client-specific metrics.*
Cédric Baron
Head of Asset Allocation Products
Industry experience: 21 years
*ESG factors are applied exclusively where a fund or a portfolio is classified as Article 8 or 9 under Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector (SFDR)
Source: Generali Asset Management S.p.A. Società di gestione del risparmio (“Generali AM”) as of end Q4 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 Generali AM. The figures thus refer to the sum of the AuM of the two entities at the reference date.
1 Risk control involves implementing measures to reduce the probability or impact of potential risks. However, risks can never be fully controlled, so the sub-fund presents a risk of loss of capital. There is no guarantee that the investment objective will be reached. Investors may not get back the initial invested amount.
