Eurizon’s approach to sustainability
The meaning of sustainability in asset management
We integrate sustainability criteria into the investment process |

Market analysis Balance
Equilibrium models

Medium-short term trends
Market positioning

Investment ideas
Sustainability criteria
We select financial instruments taking ESG factors into account |

Moving from this assumption, Federica Calvetti, Eurizon’s Head of ESG and Strategic Activism, reflects on the AM company’s sustainable choices.
Our sustainable investment plans
We provide a wide range of options which:
- Integrate sustainability risks into investment decisions;
- promote, among other features, environmental or social characteristics, or a combination of such features, provided that the companies in which the investments are made comply with good governance practices;
- have sustainable investment objectives.
Useful documents
Sustainability Policy
The Policies relating to the integration of sustainability risks in the Investment Decision Process of Eurizon Capital S.A. have been drafted in accordance with Regulation (EU) 2019/2088 on sustainability reporting in the financial services industry.
Sustainability Report
The Sustainability Report illustrates the actions undertaken by Eurizon Capital SGR in respect of the “Sustainability Policy” and “Commitment Policy” adopted.
Principal adverse impact statement
The principal adverse sustainability impacts statement has been prepared in accordance with the provisions of Regulation (EU) 2019/2088 of the European Parliament and of the Council and the related implementing regulations.
Remuneration policies
The AM company has defined remuneration and incentive policies that are in line with the provisions on the integration of sustainability risks contained in Regulation EU 2019/2088 on sustainability-related disclosures in the financial services sector.

The integration and application of the ESG criteria

Eurizon and the SDGs

The Engagement Policy and exercing of voting rights activities

Our sustainable products
Document drafted for marketing ends. Before making any investment decision and making an informed choice on the opportunity of investing, please read carefully the Key Information Document (KID), the Prospectus, the Fund Management Rules, and the subscription form. These documents describe the rights of investors, the nature of this Fund, the costs and risks it implies, and are available free of charge from the Internet website www.eurizoncapital.com as well as from distributors. The documents are available in paper format as well from the Asset Management Company or the Depositary Bank, on written request. KIDs are available in the official language of the country in which the country of distribution. The Prospectus is available in Italian and English. The Asset management Company may decide to end the provisions adopted for the marketing of its undertakings for collective investment, as per Art. 93 of Directive 2009/65/EC, and Art. 32 of Directive 2011/61/EU.
This document is not addressed to persons in jurisdictions where the offer to the public of financial products, or the promotion and placing of investment services and activity is not authorised, or to whom it is illegal to address such offers or promotions. For further information, please read the legal notices.