Expertise
Equity
High conviction European equity funds and global portfolio management solutions
€9.9 bn AUM
5 SFDR art. 8 and 9 funds1
12 Equity portfolio managers
Paris, Trieste, Milan
We offer thematic and quantitative active European equity funds as well as equity mandates for institutional clients.
Our multi-thematic and small cap European equity funds are run with a fundamental bottom-up style that is high conviction and active yet risk-aware. The team have a consistent and repeatable process to exploit market opportunities and generate alpha.
In our global equity funds, our quantitative-driven style applies qualitative and quantitative models for tactical asset allocation and security selection, with the robustness of a ruled-based optimization process.
For our institutional equity mandates, we combine our fundamental investing expertise with our quantitative capabilities for portfolio construction and optimisation, with the aim to generate positive, market-beating results over a cycle.
For our equity funds, we apply a fully integrated ESG framework, including use of a proprietary ethical filter. Additional metrics can be customised to our clients’ needs in the case of institutional mandates.
Luca Finà
Head of Equity
Industry experience: 23 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.
