Generali launches SRI fund linked to ageing

Green energyItaly’s Generali Group has launched a socially responsible investment (SRI) fund based on the ageing theme. The GIS SRI Ageing Population fund invests in healthcare, pensions and savings, and consumer goods companies that are screened for SRI issues, like environmental impact.The fund has a portfolio of around 50 stocks.Generali has also launched the GIS Absolute Return Convertible Bonds fund aimed at delivering consistent risk-adjusted returns.Its strategy combines opportunities in a broad convertible bond universe with hedging and arbitrage techniques to improve downside protection.“The two new funds demonstrate our commitment to taking advantage of some of our most outstanding capabilities, including our credit research, macro research, SRI analysis and stock-picking,” says Andrea Favaloro, head of sales and marketing at the firm.Generali Investments, the fund management division of Generali Group, manages the two funds and has a total of €375 billion in assets under management.©2015 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.