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Discretionary mandates & advisory

Active portfolio management with Generali Investments

Professionalism, dynamics and partnership – the asset management service consists in managing asset portfolios belonging to corporate customers, which may include numerous financial instruments. This assures adapting the investment strategies to the needs and preferences of investors. The offer is designed for customers who are interested in more flexibility in their own portfolios in comparison to conventional funds.

Professional asset management

With the authorization of Generali Investments to manage your cash and financial instruments, our experts make the most beneficial decisions while investing assets in the capital market. Those are always adapted to your needs, preferences regarding the composition of portfolio, the expected rate of return, and acceptable risk.

Advantages of professional portfolio management
  • Flexibility – you choose your portfolio management strategy based on the acceptable level of risk and investment horizon. Our experts are guided by your expectations and needs.
  • Security of investments – assets remain your property and they are deposited in separate accounts: cash and securities ones.
  • Transparency – you receive monthly reports with transaction statements, total assets at the end of the period, and other necessary information.
  • Knowledge and experience – decisions are made by a professional team of Generali Investments TFI managers.

Individual strategies (from PLN 20 million)

Investment strategy is determined on the basis of individual assessment of the customer’s preferences, the level of investment risk acceptance, and expectations regarding the profit.

Useful information

More detailed information about the asset management offer can be obtained by:

  • reading the Terms and Conditions of Portfolio Management and the Information Prospectus (Polish version);
  • sending an e-mail to is-tfi@generali.pl.

Due diligence processes

We believe in the quality of internal processes and procedures as well as the value of the services we provide. Therefore, we are prepared to forego extensive due diligence checks on both company and product level. Generali Investments has invested substantial assets into advanced fund and risk management tools. Moreover, we implement compliance procedures and policies that keep the integrity of the entire company in place. Being aware of the importance of these aspects we will be pleased to provide completed questionnaires, RfPs and RfIs as well as invite all current and potential Customers for on-site meetings as part of a detailed due diligence process.