Eurizon investment plans, in compliance with the new disclosure and transparency requirements laid down by the European Union, provide a detailed description of the methods used to integrate sustainability factors into investment decisions.

The European Union, in the attempt to upgrade its efforts against the consequences of climate change and resource depletion, issued Regulation 2088/2019 (SFDR) laid down new disclosure and transparency requirements to strengthen protection for end-investors and financial-market participants. In this domain, financial products may be grouped into three categories. The distinctive factors of each category are detailed in the pre-contractual disclosure.

Article 6

Integrate sustainability-related risks into investment decisions.

Article 8

Promote, among others, environmental or social factors.

Article 9

Aim at sustainability.

The ESG/SRI strategies implemented by Eurizon

SRI exclusions and restrictions

Enforcement of restrictions and exclusions from the investment universe on issuers who operate in non-socially-responsible industries.


ART.6 ART.8 ART.9

ESG exclusions and restrictions

Enforcement of exclusions and restrictions from the investment universe on critical issuers for which an escalation process may be implemented.


ART.6 ART.8 ART.9

Integration of ESG factors

Integration of ESG factors into the analysis, selection and building of the portfolio with an ESG score that is higher than the reference parameter or that of the relevant investment universe.


ART.6 ART.8 ART.9

Carbon footprint

Integration of methods for the measurement of the issuers’ carbon footprint, so as to build portfolios with an ecological footprint that is lower than the reference parameter or that of the relevant investment universe.


ART.6 ART.8 ART.9

Impact investing

Selection of investments that produce a social or environmental impact along with a measurable financial return.


ART.6 ART.8 ART.9

Active ownership

Proactive interaction with the issuers, including voting rights, to encourage effective communication with the company’s management.


ART.6 ART.8 ART.9
Our sustainable products

Eurizon provides investors with a wide range of funds that integrate sustainability risks into investment choices, promote environmental factors or aim at sustainability. Eurizon Capital SGR S.p.A. has been the first Italian company to establish ethical products, back in 1996, and keeps developing new investment strategies that integrate sustainability risks.

Over 150
SUSTAINABLE,
RESPONSIBLE FUNDS
Over 100 billion euros
WORTH OF SUSTAINABLE,
RESPONSIBLE FUNDS
25 years
YEARS WORKING TOWARDS SUSTAINABILITY

Source: in-house statistics – data as of 30/06/2021.



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