Eurizon’s approach to sustainability

Sustainability is one of the most relevant themes of the decade, and is radically changing needs, and how we produce, work, consume, and live. But what does sustainability mean?
"A development that meets the needs of the present without compromising the ability of future generations to meet their needs."
The universally acknowledged definition of sustainable development dates back to 1987 and is contained in the “Our Common Future” report drafted by the World Commission on Environment and Development (Bruntland Commission) of the United Nations Environment Programme.
Attention for sustainability has increased over time in the investment industry as well, and is now of primary importance.
At Eurizon, we believe the integration of environmental, social and governance (ESG) factors, and of sustainable and responsible investment criteria (SRI) may be important in helping achieve performances that are sustainable over time. We believe it is important that the world of asset management also contributes to a better future by striving to promote rules and behaviours that focus on investment sustainability and high governance standards.

The meaning of sustainability in asset management

In asset management, sustainability embraces several aspects that pursue particular objectives

Creating long-term value by combining financial choices and accountability principles

Adopting a robust engagement policy and best corporate governance practices

Integrating SRI policies and ESG criteria into the investment process
Participating in the united nations' sustainable development goals (SDGS)
We integrate sustainability criteria into the investment process

number-1
Strategic Asset Allocation
Macroeconomic analysis
Market analysis Balance
Equilibrium models
Strategic views
number-2
Tactical Asset Allocation
Technical analysis
Medium-short term trends
Market positioning
Tactic views
number-3
Portfolio Management
Market updates
Investment ideas
Sustainability criteria
Portfolio allocation
We select financial instruments taking ESG factors into account

Screening of issuers
To identify issuers that are most exposed to ESG risks, as they operate in non-socially responsible sectors
Integration of sustainability risks

Selection of financial instruments taking into consideration of sustainability risks into the Investment Process

Sustainable Investment
Pursuing sustainable investment goals in respect of best practices for governance
Monitoring

Investments in Issuers highly exposed to ESG risks and operating in sectors considered not to be socially responsible

In applying ESG and SRI criteria, we also afford importance to active ownership, that enables us to participate in the choices made by the companies in which we invest. For this reason we adopted an engagement policy, as we strongly believe that healthy policies and corporate governance practices can create value in the long term.
Our sustainable history
1996
Eurizon is the first operator in Italy to establish Ethical funds based on clear and specific criteria for the selection of securities, a Sustainability Committee, and the donation of part of the fees generated by the said funds in support of worthy Entities and Associations
2002
Eurizon is co-founder of the Asset Management working group of UNEPFI
2005
Eurizon is co-chair of the Asset Management working group of UNEPFI and contributes to the definition of Principles for Responsible Investment (PRI), generated from the partnership between the UN Environmental Program (UNEPFI) and the Global Compact.
2010
Eurizon is treasurer and member of the Board of Directors of UNEPFI
2012
Eurizon is a founding member of the Business Economy Environment (BEE) at the European Parliament
2014
Eurizon subscribes the Italian Stewardship Principles for a responsible exercise of administrative and voting rights in listed companies
2015
Eurizon subscribes the PRI and is a member of the Responsible Investment working Group of the European Fund and Asset Management Association (EFAMA)
2017
Eurizon integrates the ESG and PSI principles into the investment process; becomes a member of the Task Force on Green Finance of the European Banking Federation (EBF), and launches Eurizon Fund Sustainable Global Equity
2018
Eurizon launches Eurizon Fund Absolute Green Bonds and chairs the Disclosures, Indices & Metric working group of the European Banking Federation
2019
Eurizon expands the offer of ESG products and becomes a member of ECOLABEL Board representing the European Banking Federation
2020
Eurizon adopts its Engagement Policy, launches the Global Impact Report on all products SRI and ESG and joins the European Financial Reporting Advisory Group
2021
Eurizon adopts the Sustainability Policy and is a partner of the Net Zero Asset Managers Initiative

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

Marketing communication. Before accepting, please read carefully the Key Investor Information Document (KIID) available from the website www.eurizoncapital.com, as well as from distributors, for greater awareness of the nature of these Funds and of the costs and risks associated with them, for an informed investment choice. This notice is not intended for persons living in jurisdictions where the public offering of financial products or the promotion and placement of investment services and activities is not authorized or to whom offering or promoting these products is illegal. Please, read the legal notices for more information.

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