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Our SRI approach
 
 
SRI
Making sense of investing


Socially Responsible Investing (SRI) allows investors to take a more proactive role in the economy and in the way they invest in companies, without leaving aside financial performance.



Our beliefs as a responsible investor
 
  • Responsible investing provides added value when selecting companies and delivers more sustainable performances over the long term
  • Engaging and discussing with the management of companies is the best way to improve their behaviours and practice in terms of Environment Social & Governance aspects (ESG)
  • ESG criteria reinforce our risk management approach, with non-financial risks being  carefully analysed to identify and avoid risks
  • Voting at companies’ annual general meetings naturally complements this approach, reinforcing the dialogue with companies’ management

Our in-house SRI research capability
 
Generali Investments has a dedicated team of SRI analysts, focusing on analysing companies, identifying risks, issues & opportunities, and rating more than 500 European companies (from the MSCI Europe universe) based on ESG criteria.
They are specialised by sector and apply the team’s proprietary methodology in place since 2011.
 
SRI sub-funds & investment solutions
 
Generali Investments SICAV SRI Ageing Population is designed for investors wanting to benefit from the long term demographic shift of the ageing of the population and increased longevity, through ESG compliant European stocks.
 
Generali Investments SICAV SRI European Equity is designed for investors wanting to gain exposure to European equities that comply with ESG criteria and are selected through a proprietary analysis process.


 

GIS SRI Ageing Population and GIS SRI European Equity are subfunds of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Europe S.p.A. Società di gestione del risparmio.. It is recommended to look over the regulation, available on our website www.generali-invest.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-invest.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments-luxembourg.com), and by distributors.

 

 


 
   
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