Professionalism, dynamics and partnership – the asset management service consists in managing asset portfolios belonging to corporate customers, which may include numerous financial instruments. This assures adapting the investment strategies to the needs and preferences of investors. The offer is designed for customers who are interested in more flexibility in their own portfolios in comparison to conventional funds.
With the authorization of Generali Investments to manage your cash and financial instruments, our experts make the most beneficial decisions while investing assets in the capital market. Those are always adapted to your needs, preferences regarding the composition of portfolio, the expected rate of return, and acceptable risk.
Investment strategy is determined on the basis of individual assessment of the customer’s preferences, the level of investment risk acceptance, and expectations regarding the profit.
More detailed information about the asset management offer can be obtained by:
We believe in the quality of internal processes and procedures as well as the value of the services we provide. Therefore, we are prepared to forego extensive due diligence checks on both company and product level. Generali Investments has invested substantial assets into advanced fund and risk management tools. Moreover, we implement compliance procedures and policies that keep the integrity of the entire company in place. Being aware of the importance of these aspects we will be pleased to provide completed questionnaires, RfPs and RfIs as well as invite all current and potential Customers for on-site meetings as part of a detailed due diligence process.