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

Strategic Asset Allocation
Macroeconomic analysis
Market analysis Balance
Equilibrium models
Strategic views
Tactical Asset Allocation
Technical analysis
Medium-short term trends
Market positioning
Tactical views
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

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.
Scroll the timeline and discover our sustainable history
Eurizon defines the Net Zero Initiative targets and launches equity circular and with Net Zero objective
Eurizon adopts the Sustainability Policy and joins Net Zero Asset Managers Initiative
Eurizon adopts its Engagement Policy, launches the Global Impact Report on all SRI and ESG products
Eurizon expands its ESG offering.
Eurizon launches Eurizon Fund Absolute Green Bonds.
Eurizon integrates the ESG and SRI principles into the investment process and launches Eurizon Fund - Sustainable Global Equity
Eurizon signs the Principles for Responsible Investment (PRI)
Eurizon sign the Stewardship Principles for the responsible exercise of administrative and voting rights of listed companies
Eurizon is co-chair of the Asset Management working group of UNEPFI.
Eurizon is co-founder of the Asset Management working group of UNEPFI.
Eurizon is the first asset management company in Italy to establish ethical funds
Today, more than ever before, sustainability means future
By no coincidence, the need to channel value and resources to businesses capable of supporting sustainable development, and set to play a leading role over the next few years, is an important element today in guiding investor choices, both during market upswings and in more complex phases.
Moving from this assumption, Federica Calvetti, Eurizon’s Head of ESG and Strategic Activism, reflects on the AM company’s sustainable choices.
Eurizon’s responsible world
Eurizon’s focus on sustainability has increased over the years, in step with the sensitivity for sustainability-related themes, and ESG (Environmental, Social, and Governance) investing. Watch this short video to discover our “Responsible World”, born from the ambitious desire to adopt behaviours and choices that increasingly take into account the responsibility hold in building a better future.

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 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.

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