In our choices, the integration of ESG (environmental, social and governance) criteria and of Principles of Sustainable and Responsible Investment (SRI) is a significant factor in achieving a sustainable performance 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.

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
1
Strategic Asset Allocation

Macroeconomic analysis
Market analysis Balance
Equilibrium models
Strategic views
2
Tactical Asset Allocation

Technical analysis
Medium-short term trends
Market positioning
Tactic views
3
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 into the Investment Process

Selection of financial instruments taking into consideration of sustainability risks

Monitoring

Investments in Issuers highly exposed to ESG risks and operating in sectors considered not to be socially responsible

1
Strategic Asset Allocation

Macroeconomic analysis
Market analysis Balance
Equilibrium models
Strategic views
2
Tactical Asset Allocation

Technical analysis
Medium-short term trends
Market positioning
Tactic views
3
Portfolio Management

Market updates
Investment ideas
Sustainability criteria
Portfolio allocation
We integrate sustainability criteria into the investment process
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 into the Investment Process

Selection of financial instruments taking into consideration of sustainability risks

Monitoring

Investments in Issuers highly exposed to ESG risks and operating in sectors considered not to be socially responsible

In the application of ESG and SRI criteria, we also consider active shareholders, who allow us to take part in the choices of 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.

1996
Eurizon is the first operator in Italy to establish Ethical funds based on clear and specific criteria for the selection of securities, a Sustainability Committee, and the donation of part of the fees generated by the said funds in support of worthy Entities and Associations
2002
Eurizon is co-founder of the Asset Management working group of UNEPFI
2005
Eurizon is co-chair of the Asset Management working group of UNEPFI and contributes to the definition of Principles for Responsible Investment (PRI), generated from the partnership between the UN Environmental Program (UNEPFI) and the Global Compact.
2010
Eurizon is treasurer and member of the Board of Directors of UNEPFI
2012
Eurizon is a founding member of the Business Economy Environment (BEE) at the European Parliament
2014
Eurizon subscribes the Italian Stewardship Principles for a responsible exercise of administrative and voting rights in listed companies
2015
Eurizon subscribes the PRI and is a member of the Responsible Investment working Group of the European Fund and Asset Management Association (EFAMA)
2017
Eurizon integrates the ESG and PSI principles into the investment process; becomes a member of the Task Force on Green Finance of the European Banking Federation (EBF), and launches Eurizon Fund Sustainable Global Equity
2018
Eurizon launches Eurizon Fund Absolute Green Bonds and chairs the Disclosures, Indices & Metric working group of the European Banking Federation
2019
Eurizon expands the offer of ESG products and becomes a member of ECOLABEL Board representing the European Banking Federation
2020
Eurizon launches the Global Impact Report on all products SRI and ESG and joins the European Financial Reporting Advisory Group
Our funds

Our range of products includes mutual funds and portfolio management schemes that:
- 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.

Sustainability Policy

The Policy relating to the integration of sustainability risks in the Investment Decision Process of Eurizon has been drafted in accordance with Regulation (EU) 2019/2088 on sustainability reporting in the financial services industry.

Promotional advertising. Before accepting, please read carefully the Key Investor Information Document (KIID) available from the website www.eurizoncapital.com, as well as from distributors, for greater awareness of the nature of these Funds and of the costs and risks associated with them, for an informed investment choice. This notice is not intended for persons living in jurisdictions where the public offering of financial products or the promotion and placement of investment services and activities is not authorized or to whom offering or promoting these products is illegal. Please, read the legal notices for more information.

A sustainable future is now
Read our insights
The integration and application of the ESG criteria
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The ESG platform and the monitoring of investments
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Eurizon and the SDGs
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The Engagement Policy and exercing of voting rights activities
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