Generali Investments CEE, the main funding firm in Central and Japanese Europe, attracts on its expertise to offer funds that are an ideal match the area.

The corporate stays on prime of newest developments however retains its focus and emphasis on sustainability and the power to reply to any state of affairs.

With its professional group and proximity to prospects and shoppers, Generali has maintained its standing as the largest CEE investments firm regardless of the challenges of the pandemic and Russia’s invasion of Ukraine.

Since 1991, Generali Investments has been shaping the tradition of the European investments as one of many founders of the Czech capital market affiliation. With headquarters in Prague, the corporate is as shut as attainable to the monetary markets of Central and Japanese Europe.
“We perceive their native range and preferences,” says chief portfolio supervisor Michal Toufar, “but additionally their complexities and shortcomings. We consider that this information is essential to profitable asset administration.”

The expansion of Generali Investments’ AUM has additionally been aided by the corporate’s partnership with Moneta Cash Financial institution. The co-operation started in 2016 and quickly grew with AUM presently amounting to nearly €404 million; Generali Investments’s whole AUM is spectacular €16bn. The corporate additionally advantages from the assist of the interior distribution community of Generali Česká pojišťovna, which frequently registers a selected curiosity in tranche merchandise.

Generali Investments CEE: Fund AUM (mil. EUR). Source: Generali Investments CEE

Generali Investments CEE: Fund AUM (mil. EUR). Supply: Generali Investments CEE

Stability and Innovation

Whereas the investments sector has been shaken by the pandemic and Russia’s invasion of Ukraine, Generali has continued to develop. It has at all times reacted promptly and aptly to the state of economic markets, broadening its portfolio with new tailored funds.

“This yr, we’ve got established a brand new secured fund in response to present situations,” says Toufar. “The Generali Hedged Fairness Earnings Fund provides the chance to put money into steady European firms with excessive dividend yields — whereas concurrently offering a 100% hedge of the invested quantity, in addition to foreign money hedging.

“The fund met with huge curiosity from our shoppers — through the two-month accumulation interval, they invested greater than €44.5m, making it one of the vital profitable tranches ever.”

Emphasis on Sustainability

Generali Investments CEE promotes local weather motion and sustainable investing. All the corporate’s flagship funds squarely assist ESG rules. They adjust to Article 8 of regulation on the sustainability-related disclosure for the monetary providers sector (SFDR) of the European Parliament and the European Council.

Generali Investments additionally supply specialised ESG-orientated funds, the Generali Sustainable Progress Fund and Generali Fund of the Dwelling Planet. They give attention to firms combining monetary development with social and environmental accountability and good governance.

The Dwelling Planet fund invests in firms within the fields of different vitality sources, waste recycling, natural farming and water therapy. These sectors are all essential to mitigate the local weather change, and current thrilling funding alternatives.

The idea for the successes Generali Investments lies in its analytics group: seven monetary specialists with greater than a century of collective experience. Their areas of specialisation embrace macro-economics, credit score evaluation, and shares. The group covers all monetary occasions of the CEE area. And as part of the Generali Group, it will possibly befit from the analytical findings of different members of the Generali analytical community — the work of 40 specialists.

The Prague analytical group has been recognised for its prowess in predicting inflation and the GDP of the Czech Republic, and for essentially the most exact prediction of change charges of central European currencies (Consensus Economics Forecast Accuracy Award, Thomson Reuters Analyst Awards).

Social Duty

Generali Investments CEE is lively in charity and CSR. It has supplied monetary help to aged residents through the Covid-19 pandemic. “Along with supporting organisations serving to deprived teams of fellow residents, we’re additionally concerned within the world actions of the Generali Group, which join non-profit organisations with the personal sector by way of the Human Security Internet motion,” says Generali Investments chief govt Josef Beneš.

In concord with this give attention to sustainability, Generali Investments provides precedence to tasks targeted on the surroundings. For a number of years, it has been a accomplice to the collection of newbie Run Forests race occasions, at which the corporate promotes the advantages of recycling.

“Each social and environmental sustainability are of the utmost significance in all our actions,” concludes Beneš. “That’s why we provide not solely the potential of sustainable investments, however contribute on this means ourselves.

“Because the area’s chief in investments, we hope that others will observe our instance.”