Pierluigi Martino
Chairman of the Board
About Us
Generali Investments Luxembourg
Generali Investments Luxembourg* (“GIL”), part of the Generali group, is a Luxembourg based management company authorized under Chapter 15 of the Law of 17 December 2010 relating to Undertakings for Collective Investments in Transferable Securities (UCITS) as well as an Alternative investment fund manager authorized under the Law of 12 July 2013 on alternative investment fund managers. As such, it offers the overall mandatory management company services for both UCITS and AIF products.
As Management Company, GIL manages investments on an international scale leveraging on the experience and professionalism of a team of world-class investment firms, including Generali Group asset management companies and boutiques as well as other major players whose capabilities are available through its fund offerings. GIL’s activities focus on the set-up of investment funds, designing structures and strategies adapted to different situations and investors. GIL’s risk management services are adjusted to the changing market environment while financial professionals supervise the day-to-day activities of the investment vehicle. As a result the investment managers can focus on their priorities while generating growth.
Based in Luxembourg, the largest fund center in Europe and the largest international hub for fund distribution, GIL benefits from an efficient and reliable fund infrastructure. The Management Company offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles. In addition, being based in Luxembourg, GIL is regulated by a sophisticated but pragmatic legal and regulatory framework.
*The company full legal name is Generali Investments Luxembourg S.A.
Top Management
Ilaria Drescher
GIL Head of Funds Administration & Oversight- Conducting Officer
Stefano Portolan
GIL Chief Risk Officer – Conducting Officer
Erionald Lico
GIL Chief Compliance Officer – Conducting Officer
Governance and Legal Policies
Generali Investments Affiliates
Our main management company
Generali Asset Management
European investment specialist with a global outlook
Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group assets. We have a strong emphasis on fixed income, complemented by equity and multi-asset capabilities, and underpinned by sizeable in-house research teams. We also offer investors the opportunity to invest in private markets alongside Generali Group, one of the world’s largest asset owners. As responsible stewards of capital, we prioritize responsible investing and ESG integration while aiming to serve the unique needs our clients.
*The company full legal name is Generali Asset Management S.p.A. Società di gestione del risparmio.
Aperture Investors
Unconstrained investment strategies with a unique fee model
Aperture* offers unconstrained investment strategies and a unique fee model that aligns fund manager incentives with client performance. The firm charge low, ETF-like fees when performance is at or below stated benchmarks. A performance-linked fee is charged only when returns are generated in excess of a strategy’s benchmark. Their investment teams are therefore compensated primarily on outperformance. Aperture’s highly experienced credit and equity investment teams are based in New York and London.
*The company full legal name is Aperture Investors, LLC.
*Investments involve risks. Past performance is not a reliable indicator of future performance and can be misleading. There can be no assurance that an investment objective will be achieved or that there will be a return on capital. You may not get back the amount initially invested.
Lumyna Investments
Liquid alternative UCITS provider
Lumyna* is one of the oldest, largest and most successful Alternative UCITS providers in Europe. The firm brings best-of-breed hedge fund managers to the European market via regulated, liquid and transparent UCITS vehicles. Lumyna is consistently voted as best platform (by HFM in eight of the last nine years and by HFR for the last seven consecutive years**) and is recognised as a leader in the delivery of Alternative UCITS funds.
* The company full legal name is Lumyna Investments Limited
**Every year, the Hedge Funds Review European Performance Awards reward genuine performance, quality and skill within the European hedge fund industry.
Generali Real Estate
Equity and debt real estate investments
Generali Real Estate* are the Generali Group experts in real estate investments, with a strong presence across Europe with about 370 professionals that operate in nine different countries. They invest in all of the steps across the real estate value chain: investment, asset and property management. Their Luxembourg funds range offers efficiency and diversification, and covers the full risk return spectrum from core to development in several sectors.
*The company full legal name is Generali Real Estate S.p.A.
Sycomore Asset Management
High conviction ESG and SRI investors
Sycomore* offers industry-leading sustainable investments. They are pioneering ESG investors and have actively shaped its development in Europe. The firm focuses on human capital as the main lever to generate high conviction investment ideas, and their responsible investment approach is grounded in unique proprietary ESG research methodology. Sycomore’s fund range offers 16 Article 9 funds under SFDR regulation, and five Article 8 funds.
*The company full legal name is Sycomore Asset Management
Infranity
Infranity is an asset management company specialising in infrastructure investments. The Company founded by three Managing Partners, Philippe Benaroya, Alban de La Selle and Gilles Lengaigne, as part of a strategic partnership with the Generali Group, is part of Generali Investments ecosystem of asset management firms and currently manages in excess of €7 billion of capital from institutional investors. Infranity's investment solutions leverage the resilience of the asset class and its long-term stable returns, as well as its ability to contribute to sustainable development. The investments address major societal challenges such as the energy transition, green mobility, digital transition and improvements to social infrastructure. This positioning, combined with a high degree of selectivity in the investment process, enables Infranity to generate sustainable value for its clients.
Infranity is part of Generali Investments.
Plenisfer Investments
Total return global multi-asset strategies
Plenisfer* are goal-based investors, offering unconstrained, total return, multi-asset strategies. Their ‘New Active’ investment philosophy allocates to strategies rather than asset classes. They focus on identifying idiosyncratic opportunities across a global opportunity set, and do not differentiate between traditional and alternative asset classes. This holistic approach allows the team to build outcome-oriented portfolios. The firm offers UCITS funds, bespoke mandates, and investment consulting.
* The company full legal name is Plenisfer Investments SGR
Sosteneo Infrastructure Partners
Investing in the new essential infrastructure that accelerates the transition to net zero
Sosteneo Infrastructure Partners is an investment manager that specialises in greenfield infrastructure equity related to the energy transition, with a focus on clean energy production and enablement. They are trusted by clients to manage capital in a way that contributes to the decarbonisation of the energy system whilst providing an attractive long-term commercial return, with a strong emphasis on delivering value enhancements through the asset lifecycle. Based in Milan and Sydney, the team brings together a wealth of infrastructure equity investment expertise complemented by an industrial background in the energy sector.
*The company full legal name is Sosteneo Infrastructure Partners, Società di gestione del risparmio
Conning
Insurance & institutional asset management, software and industry research
Conning* is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
*Includes Conning, Inc., Goodwin Capital Advisers, Inc., Conning Investment Products, Inc., a FINRA-registered broker dealer, Conning Asset Management Limited, and Conning Asia Pacific Limited
Octagon
Leveraged loans, high yield bonds and structured credit
Octagon* is a below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit investments. Through fundamental credit analysis and active portfolio management, Octagon's investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers.
*Octagon Credit Investors LLC, a New York-based firm
Global Evolution
Emerging and Frontier Markets Investment Manager
Global Evolution* is a dedicated emerging and frontier markets investment manager with an established track record. Global Evolution is an active manager and has been integrating ESG into the investment process for many years.
*Global Evolution is based in Kolding, Denmark with offices in New York, Singapore and London
Pearlmark
High-quality real estate investment through a variety of strategies and deal structures
Founded in 1996, Pearlmark* manages middle-market commercial real estate investments in both equity and debt. Pearlmark focuses on value-add real estate strategies across the U.S., providing investors the opportunity to invest through both equity and debt structures. This holistic perspective enhances Pearlmark’s approach to sourcing, underwriting, and managing its investments, which drives value for its investors.
*Pearlmark Real Estate Investments LLC, a Chicago-based firm
Generali Investments Luxembourg
Generali Investments Luxembourg* (“GIL”), part of the Generali group, is a Luxembourg based management company authorized under Chapter 15 of the Law of 17 December 2010 relating to Undertakings for Collective Investments in Transferable Securities (UCITS) as well as an Alternative investment fund manager authorized under the Law of 12 July 2013 on alternative investment fund managers. As such, it offers the overall mandatory management company services for both UCITS and AIF products.
As Management Company, GIL manages investments on an international scale leveraging on the experience and professionalism of a team of world-class investment firms, including Generali Group asset management companies and boutiques as well as other major players whose capabilities are available through its fund offerings. GIL’s activities focus on the set-up of investment funds, designing structures and strategies adapted to different situations and investors. GIL’s risk management services are adjusted to the changing market environment while financial professionals supervise the day-to-day activities of the investment vehicle. As a result the investment managers can focus on their priorities while generating growth.
Based in Luxembourg, the largest fund center in Europe and the largest international hub for fund distribution, GIL benefits from an efficient and reliable fund infrastructure. The Management Company offers a wide range of fund structures such as UCITS, real estate funds, SIFs, AIFs and non-UCITS vehicles. In addition, being based in Luxembourg, GIL is regulated by a sophisticated but pragmatic legal and regulatory framework.
*The company full legal name is Generali Investments Luxembourg S.A.
Top Management
Pierluigi Martino
Chairman of the Board
Mattia Scabeni
Chief Executive Officer
Ilaria Drescher
GIL Head of Oversight of Delegates – Conducting Officer
Stefano Portolan
GIL Chief Risk Officer – Conducting Officer
Erionald Lico
GIL Chief Compliance Officer – Conducting Officer
Governance and Legal Policies
Important communications
Policies and Investors rights
Arbitro per le controversie finanziarie (ACF)
Platform Benefits
Customers
● Gain access to niche investment skills
● Rely on experts selected by Generali Group based on knowledge and talent
● Benefit from long-term attractive opportunities through distinctive investment strategies
Generali
● Broadens and diversifies investment solution offer
● Invests in results-centred companies with a strong entrepreneurial drive
● Selects quality partners to maximise returns on investment
Asset Management Firms
● Keep their investment autonomy
● Leverage Generali Group’s strength, capital, customer focus, global reach and brand
● Engage in an ecosystem ensuring consistency in the areas of risk control, audit and compliance
Generali Group: Our parent company***
GROSS WRITTEN PREMIUMS
MILLION CUSTOMERS WORLDWIDE
ASSETS UNDER MANAGEMENT
AMONG THE TOP 100 LARGEST COMPANIES IN THE WORLD ****
LARGEST INSURANCE COMPANY IN THE WORLD*****
*** Source: Generali Group, data as at 31 December 2023 (link).
**** Source: insurance business, based on the 2022 Forbes Global 2000 rankings (link).
***** Source:own internal calculation based on the IPE ranking published on June 2023.
Sosteneo Infrastructure Partners is the commercial name referring to Sosteneo SGR S.p.A.
