Bruno Servant

Provides banking services

Provides real estate investment services

Engages in production, distribution and transmission of wind, hydraulic, solar & steam turbines electricity and natural gas

Offers life insurance services

DAM uses a comprehensive range of quantitative tools and metrics for monitoring and managing risks. They have an environmental, social and governance focus when creating targeted solutions for their clients.

Générali Gestion is an active, team-based manager which aims to obtain long-term returns with a reasonable level of risk. They manage portfolios through dedicated teams which specialize in different sectors and asset classes including European equities, fixed-income and advanced fixed-income in the context of yield, growth, small value and thematic strategies. The firm conducts medium-term fundamental analysis and macroeconomic research to help prepare scenarios for investment and asset allocation. They share research results among different centers of expertise to benefit all portfolios and all investors. Générali Gestion utilizes a comprehensive investment approach that analyzes macroeconomic indicators and the general political environment to assess their potential impact on major financial markets. Their fixed-income investment strategies include a range of different sources of alpha including interest rate risk, currency positions, positioning on the yield curve, relative value and credit analysis.

Functions as a College/University

Functions as a College/University

Provides investment services

GIAM is an active manager which follows a risk-cautious, fundamentals-based approach in order to generate consistent, long-term, low volatility returns and protect invested capital. The firm combines top-down and bottom-up analysis provided by in-house research teams. They first analyze macroeconomic indicators and the general political environment to evaluate their potential impact on the main financial markets. Dedicated committees decide on the strategic asset allocation and provide short-term forecasts on equity and fixed-income markets driving tactical allocation to be implemented by the portfolio managers who select securities based on inputs from proprietary bottom-up securities analysis, ESG screening and quantitative models.

Generali Investments France is an active manager which follows a risk-cautious, fundamentals-based approach in order to generate consistent, low volatility returns over the long-term and protect invested capital. The firm combines top-down and bottom-up inputs provided by in-house research teams. They first analyze macro-economic indicators and the general political environment to evaluate their potential impact on the main financial markets. Dedicated committees decide on the strategic asset allocation and provide short-term forecast on equity and fixed-income markets driving tactical allocation to be implemented by the portfolio managers who select securities based on inputs from proprietary bottom-up securities analysis, ESG screening and quantitative models. Their bottom-up research team covers mainly European, US and Asian companies, providing equity recommendations and internal credit ratings to portfolio managers, who combine the positive aspects of equity analysis (expectations on revenues and profitability evolution) and credit analysis (debt distribution and cash flows) to analyze companies in an organic manner and identify the financial instrument with the most attractive risk/return profile (equities, convertible bonds, corporate bonds). Risk management is fully integrated in the firm's investment process and provides daily inputs to portfolio managers along with ex-ante analysis (VaR, simulations, expected yield) and ex-post risk profile measurements (tracking error and tracking error volatility, turnovers, risk and return ratios). A risk platform runs various analyses including stress testing, VaR measurement, risk sources analysis, delta adjusted market exposures and sensitivities.

Functions as an investment holding company

Provides life insurance services

Generali Asset Management-France leverages both internal and external expertise, the latter through boutiques that Generali Investments has acquired, invested in or created, and in which the company holds a majority share. They offer a large variety of active fixed income strategies and Eurozone equity strategies. The firm has a multi-asset team that combines quantitative and qualitative approaches to design and manage most efficient asset allocations to generate risk-adjusted returns over the mid to long-term.