• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Equities

Generali Investments Sicav SRI Ageing Population surpasses €600m in AUM

Olivier Cassé and Giulia Culot, PMs of GIS SRI Ageing Population
Olivier Cassé and Giulia Culot, PMs of GIS SRI Ageing Population
  • Eugenia Jiménez
  • Eugenia Jiménez
  • @eugeniajjimenez
  • 11 December 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Generali has reported that its Generali Investments Sicav (GIS) SRI Ageing Population fund has achieved a +33.70% performance (DX Share) since inception four years ago (to be compared to the lower performance recorded over the same period by the MSCI Europe Net Total Return index, used as an internal comparison index), and over €600m in assets under management. 

According to Generali, the investment vehicle has captured for the last four years the investment opportunities offered by the ageing population mega-trend, with a well-diversified client base that includes both retail and institutional investors.

Related articles

  • Generali Investments SRI funds awarded French gov label
  • Generali Investments discusses SRI equity at Frabelux Forum
  • Spain: Ageing perspective
  • Ageing population: When a major demographic trend becomes an investment opportunity

Rationale and investment approach

Once again, this fourth year illustrates that we can deliver good returns while investing in a responsible manner, and we are proud to share this success with more and more clients.”

The ageing of the world's population is an inevitable long-term demographic trend that is greatly affecting societies and economic models. Senior citizens (aged 60 and above) are growing faster than any other segment of the world population and in twenty years' time are expected to account for more than one third of Europe's total population.

As more and more people live longer, and with senior citizens generally having a high purchasing power and different consumption patterns, companies will increasingly have to meet their needs in terms of new products and services.

Some sectors, such as Consumer goods, Health, and Pensions & Savings, are better positioned to benefit directly or indirectly from this demographic shift, and are thus expected to generate above-average returns over the mid to long term.

The GIS SRI Ageing Population fund is managed by Olivier Cassé and Giulia Culot from Generali Investments Partners' Thematic Equity team. According to the financial group, the vehicle's uniqueness lies in the fact that it combines a long term demographic trend as an investment theme, a fundamental equity valuation process and a fully Socially Responsible Investment (SRI) compliant portfolio.

Olivier Cassé and Giulia Culot, portfolio managers of GIS SRI Ageing Population, said: "Once again, this fourth year illustrates that we can deliver good returns while investing in a responsible manner, and we are proud to share this success with more and more clients."

The thematic investment and stock-picking approach focuses on European companies that offer specific products and services for senior citizens, which are set to grow at a faster pace than the rest of the world economy, based on three pillars:

  • Consumer goods: seniors consume differently from the general population, notably when it comes to leisure activities, home care and support services. Their buying power benefits to companies with a high-end positioning such as luxury and ‘ageing well' products and services (jewellery, cosmetics, gym equipment,etc)
  • Healthcare: seniors are important users of medical treatments and services, benefitting players e.g. in dental implants, oncology, imaging & diagnostics
  • Pensions & Savings: seniors possess wealth to be capitalized upon. Insurance companies specializing in life insurance or retirement savings should take advantage of this trend, particularly when pension schemes are increasingly falling short of meeting their needs. The positive performance of the sub-fund over four years illustrates the added value of combining the SRI screening and the careful stock-picking with the thematic approach, to generate outperformance over time. 

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Equities
  • Generali
  • MSCI Europe Net Total Return
  • +33.70%
  • Europe
  • GIS SRI Ageing Population
  • Generali Investments
  • Italy
  • ageing population
  • megatrends
  • Results
  • report
  • AUM

More on Equities

Comment: Can equities tolerate higher bond yields?

  • Comment
  • 26 February 2021
Comment: Navigating equity markets in the year ahead

  • Comment
  • 21 January 2021
M&G taps Value Partners for £500m Chinese equities mandate

  • Equities
  • 16 December 2020
Global equities tumble on covid-19 fears and US jitters

  • Equities
  • 27 October 2020
BMO Global AM launches sustainable equity fund in China

  • ESG
  • 25 August 2020
Back to Top

Most read

EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
J.P. Morgan Asset Management launches Global Income Sustainable Fund
J.P. Morgan Asset Management launches Global Income Sustainable Fund
Comment: Four key issues powering the renewable energy revolution
Comment: Four key issues powering the renewable energy revolution
Aviva announces exit from Turkey
Aviva announces exit from Turkey
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading