The Engagement Policy
and exercising of voting
rights activities

We adopted an Engagement Policy in the belief healthy sound corporate governance policies and practices, incorporating ESG criteria, can create value in the long term.

Eurizon's Engagement Policy

In the course of 2014, Eurizon adopted the “Stewardship Principles” defined by Assogestioni, with the aim of providing a set of best practices geared to encouraging responsible shareholding among associated companies, stimulating effective integration between the corporate governance of issuers and their investment process, in the belief that issuers guaranteeing high social, environmental, and corporate governance standards, are capable of generating for their shareholders performances that are sustainable in the long term.

In 2020, the Stewardship Principles were integrated into the AM Company’s Commitment Policy, that describes the courses of action the Company adopts to stimulate engagement with the issuers in which it invests.
Good governance standards support confidence in the market and the role played by investors and asset mangers is essential in influencing the internal dialogue within participated companies.
With its adhesion to the Stewardship Principles, the AM Company is even more oriented towards proactive interaction with the companies in which it invests, taking a targeted approach to corporate governance.

Eurizon adopted a strategy for the exercise of administrative and voting rights in listed companies to play an active role with its investee companies and have a focused approach to corporate governance.

Corporate Governance approach

  1. Eurizon adopts a documented policy, available to the public, which outlines the strategy for exercising the rights linked to UCI and managed portfolio related financial instruments.
  2. Eurizon monitors participating listed issuers.
  3. Eurizon sets out clear guidelines on the timing and methods of intervention in participating listed issuers in order to protect and increase their value.
  4. Eurizon assesses the possibility of cooperation with other institutional investors, where appropriate, with a special focus on the regulation of concerted action.
  5. Eurizon exercises voting rights linked to UCI and managed portfolio related financial instruments managed in a conscious manner.
  6. Eurizon keeps track of the exercise of rights related to UCI and managed portfolio related financial instruments by adopting an information disclosure policy as to external governance.
Engagement policy
Eurizon Capital SA Engagement Policy

Responsible Shareholders - Stewardship

Eurizon promotes a proactive interaction with its investee companies, in the belief that issuers implementing high corporate governance standards are those capable of generating better long-term performances for their shareholders. As a signatory to the United Nations Principles for Responsible Investment (PRI), our company pays particular attention to the policies implemented by investee issuers on behalf of assets under management by checking their compliance with virtuous governance practices concerning environmental, social and governance issues, as well as by exercising its engagement activity and voting right in meetings in a transparent manner.
USEFUL DOCUMENTATION
Eurizon Capital S.A. Report on engagement and participation at shareholder meetings of companies with securities under portfolios of managed UCI - Year 2022

Strategy for the Exercise of Rights in the Financial Instruments of managed assets

Eurizon has adopted and applies a specific strategy for the exercise of the speaking and voting rights relating to managed assets financial instruments, in order to ensure that said rights are exercised in the exclusive interest of UCI participants. The adopted approach indicates that the Company has committed to adopt high external Corporate Governance standards. Eurizon plays an active role in the meetings of selected listed public companies in the Italian and international markets, taking into account the possibility of influencing decisions concerning their voting shares held.
USEFUL DOCUMENTATION
Eurizon Capital S.A. Strategy for the exercise of participation and voting rights attached to the financial instruments held in the managed assets.
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