Eurizon’s Stewardship activity

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The asset management company promotes engagement (or stewardship) activities, through dialogue with companies and the exercising of voting rights at issuer meetings, thereby contributing to the mitigation of sustainability risks and the creation of long-term value. 

 


Stewardship activity takes the form of:
Exercising voting rights
Engagement with the companies Eurizon invests in
To find out more about our stewardship activity, download the latest edition of the dedicated report

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

Through our strategy on exercising voting rights, we seek to affect the choices of the companies we invest in

On 1 December 2025, the merger by incorporation of Eurizon Capital S.A. into Eurizon Capital SGR became effective. Therefore, the shareholders' meetings voted on by Eurizon Capital S.A. refer to the period prior to this transaction.


Participation in the general meetings of investee companies makes it possible to actively influence, through the exercising of voting rights, the decisions of the companies in which Eurizon invests with regard to corporate and/or sustainability-related issues.

The asset management company adopts a specific ‘Strategy for the exercise of intervention and voting rights relating to financial instruments held by the UCITS managed’.

 

Eurizon’s engagement with companies considered relevant 
Here at Eurizon, we define engagement as a the interaction and dialogue with the companies we invest in, and that we consider “relevant” based on qualitative and quantitative criteria, and detailed over time in our internal rules. The aim is to establish a medium-long term relationship with these companies geared to monitoring and determining commitments on specific themes – as well as taking part in their shareholders’ meetings.
For further details, see Eurizon’s Engagement Policy
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