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, 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.
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.
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