Wide range of solutions,
tailored just for you
Wide range of solutions,
tailored just for you
Wide range of solutions,
tailored just for you
Find out more
Close to market and Clients
– that’s how we work
Close to market and Clients
– that’s how we work
Close to market and Clients
– that’s how we work
Learn more about us

Generali Investments offers you a wide range of options

Institutional investors differ not only in terms of their specific requirements and objectives; they need to act according to various regulatory restrictions. We design solutions which suit the needs and expectations of institutional investors. In order to satisfy these requirements, Generali Investments offers an extensive range of standardized as well as custom-built investment vehicles, including standardized and dedicated funds, segregated accounts and advisory services.

Investment funds

Investment funds, including institutional funds, have been in the focus of Generali Investment’s product development activities for years. They can be purchased in smaller volumes at special conditions and are therefore available to a broad base of institutional investors. The funds combine the demand for a high degree of flexibility and broad risk diversification and therefore represent – depending on the type of strategic asset allocation – an attractive way of diversifying portfolios. We are also experienced in building tailor- -made funds for specific Clients and groups.

Discretionary mandates & advisory

In addition to products and services offered on the fund level, Generali Investments also offers its asset management expertise to institutional investors in advisory and outsourcing mandates. For advisory mandates, Generali Investments acts as an external asset management advisor and makes investment recommendations. Ultimate decision making authority, as well as order management and compliance with investment limits rest with the advised company. For discretionary mandates, the investment decision authority and performance responsibility is transferred to Generali Investments as external manager – the portfolio is managed by us. Here, we assume the tasks of an asset managing company as well as the duty for active portfolio management and adequate diversification.

What makes us stand out?
Long-standing experience
We have been operating in Poland since 1995; we are currently known as Generali Investments TFI S.A. For over 25 years now, we have been working on our reputation of a good and acclaimed investment fund company.
Investors' trust
We maintain fair and partnership-based relations with those who invest with us. Your satisfaction is of utmost importance to us. We have already been chosen by more than 141,000 Investors, who entrusted over PLN 14 billion to us.
Wide range of funds
We offer a wide range of open-ended sub-funds with diversified investment strategies, tailored to the preferences of various investors.
Good performance
For a number of years, our funds have achieved repeatedly good results, thus increasing the savings of our Investors.
Always among the best
For thirteen consecutive years, we came among the top three investment funds (8 times we pocketed the first prize) in the prestigious ratings organised by the "Rzeczpospolita" daily and an independent analytical agency, Analizy Online. We have also received numerous awards, such as "Golden Wallets" or the "Bulls & Bears" statues.