Eurizon’s sustainability policy
3 minutes Consistently with European law (Regulation EU 2019/2088, so-called Sustainable Finance Disclosure Regulation), Eurizon has adopted a Sustainability policy that illustrates how sustainability risks are integrated in the investment decision process, defining specific methodologies to select and monitor financial instruments, that take into account sustainable and responsible investment (SRI) principles, and environmental, social, and governance (ESG) factors.
The ESG/ SRI strategies adopted by Eurizon
NEGATIVE SCREENING
Strategy that provides for specific exclusions or restrictions differentiated based on the management style (actively managed or indexed products) and the type of issuer (corporate or government issuer).
POSITIVE SCREENING
Strategy that provides for, while respecting good governance practices:
- The promotion of environmental and social characteristics in the analysis, selection and composition of managed assets (ESG promotion) pursuant to Article 8 of the SFDR
Regulation
- The pursuit of sustainable investment goals (Sustainable Investments) pursuant to art. 9 of the SFDR Regulation.
STEWARDSHIP
Strategy that provides for proactive interaction with issuers, by exercising participation and voting rights, and engagement, encouraging effective communication with the relevant corporate bodies, top management and relative representatives.
Please note that with effect from 1 December 2025, the 'Process to integrate sustainability risks in the managed assets investment process' (paragraph 5) and the 'Methodology for identifying sustainable investments' (paragraph 7, 'Sustainable investments') of the document “Sustainability Policy of Eurizon Capital SGR S.p.A. – Luxembourg Branch” will remain in force for all collective investment undertakings (the 'Funds') established by Eurizon Capital SGR S.p.A. – Luxembourg Branch as of 31 December 2024. For funds established or updated on or after 1 January 2025, the reference document is the “Sustainability Policy of Eurizon Capital SGR S.p.A. 2026.
For more details on the Sustainability Policy of Eurizon Capital SGR S.p.A. 2026
| Sovereign Sustainability Ambition (SSA) Framework - Classification of countries |
| Thresholds for the application of the ‘Do No Significant Harm’ (DNSH) principle |
The main players involved in the ESG/SRI process
ESG Committee
Defines proposals for the Board, monitors the exposures of managed assets with respect to ESG indicators and oversees corporate governance activities
Sustainability Committee
Independent and advisory body on sustainability matters. It collaborates to ensure management decisions comply with the Ethical Funds’ principles as set out in the Regulation
Financial, Credit and Operational Risk Committee
Monitors the sustainability risks of the portfolios and tracks mitigation actions against adverse impacts associated with investment decisions
Devolutions Committee
Oversees donations and charitable initiatives of the funds, including those belonging to the Sistema Etico
Eurizon investment process integrating ESG factors
