Expertise
Asset Allocation Products
Flexible, diversified and highly specialised multi asset expertise
€3.5 bn AUM
5 SFDR art.8 and 9 funds1
6 Portfolio managers
Paris, Trieste, Milan
We offer highly flexible and actively managed multi asset funds as well as bespoke asset allocation mandates.
Multi asset investing has undergone significant transformation in recent years, driven by shifts in market dynamics such as correlation fluctuations and the increasing influence of short-term and systematic investors. The conventional approach to managing relatively passive balanced funds has proven suboptimal in this changing environment.
That’s why we believe that an active, nimble and reactive asset allocation process is crucial. Our approach involves a blend of quantitative and fundamental analysis to pursue optimal diversification and identify potential sources of performance across a broad spectrum of assets and sophisticated investment strategies, including equities, government bonds, corporate bonds, volatility, dividends, commodities, options, alternative risk premia and more.
In order to efficiently harness these different return sources, we use a vast range of instruments that enable us to optimise market timing as well as the allocation implementation (direct securities, ETFs futures, options, etc.). Our multi asset funds benefit from the strengths of our specialised team, who aim to find outperforming asset classes throughout the economic cycle, both globally and regionally.
In addition, our bespoke asset allocation capabilities offer solutions for clients interested in customized liability, cash flow-driven or risk-controlled solutions. We draw on the expertise and synergies from across Generali Asset Management, from the Asset Allocation & LDI Structuring team to the data science team, who explore and develop AI and machine learning models to strengthen our whole offering.
Our aim is to help shield portfolios from the risk exposure inherent in unpredictable market swings, while at the same time stabilizing investment returns.
All of our asset allocation products benefit from a robust, fully integrated ESG framework that underpins our investment process, as well as sizeable in-house research and analysis.
Cédric Baron
Head of Asset Allocation Products
Industry experience: 21 years
Source: Generali Asset Management S.p.A. Società di gestione del risparmio (“Generali AM”) as of end Q2 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. Generali Asset Management is either the issuer or the delegated investment manager of these funds. Some of the funds promote environmental and/or social criteria as per Article 8 or have sustainable investment as an objective as per Article 9 of the Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector (“SFDR”). For the Funds that do not promote environmental and/or social criteria and do not have a sustainable investment as an objective, investments may in such case include issuers or sectors with a low ESG profile. Before making any investment decision, please read the Key Information Document (KID), the Prospectus / Issuing Document / Private Placement Memorandum, its SFDR Appendix and the SFDR website product disclosures to consider all characteristics, objectives, binding elements of the selection process and methodological limits.
