Sustainable investments and insurance

Sustainable investments

The global financial system can decisively influence the future of the planet, by directing capital flows towards sustainable activities to give life to an economy that respects the climate and the environment.
The Intesa Sanpaolo Group is a conscious interpreter of the change in progress and has integrated ESG factors into its investment process, in the belief that these elements, as well as promoting economically and socially sustainable development, can contribute positively to the financial results of customer portfolios.


2022 Results

>310 ESG funds

Classified under former Articles 8 and 9 of the Sustainable Finance Disclosure Regulation (SFDR)

>€136 bn assets in ESG Funds


Eurizon Capital SGR SpA offers investors a wide and diversified range of funds that integrate sustainability risks into their investment choices.


2022 Results

232 ESG products

Classified under former Articles 8 and 9 of the Sustainable Finance Disclosure Regulation (SFDR)

271 engagements on ESG issues
57% companies with engagement on ESG issues

out of the total number of companies subject to engagement

Eurizon’s Net-Zero commitment

In November 2021 Eurizon signed up to the Net-Zero Asset Managers Initiative (NZAMI), undertaking, amongst other things, to work with the companies in which it invests on concrete decarbonisation targets and in October 2022 it published its intermediate targets for 2030.

In 2022, as part of its growing commitment towards the Net-Zero targets subscribed and published, Eurizon launched the first Eurizon Step 50 Obiettivo Net-Zero Fund that invests in global companies committed to achieving the Net-Zero objective by 2050. 

Fideuram – Intesa Sanpaolo Private Banking

Fideuram reviewed its Advisory model to incorporate ESG principles into the need-based financial planning and launched a comprehensive training programme for the ESG certification of its financial advisors and for private bankers employees and agents.

As of August 2022, new features have been released to enhance the advisory platform and, in particular, a new display function has been introduced showing the composition of portfolios with respect to the environmental, social and sound governance characteristics of the investments, and their adherence to the preferences of the customer is monitored over time.


2022 Results

81 ESG products (8 in 2021)

Classified pursuant under former to Articles 8 and 9 of the Sustainable Finance Disclosure Regulation (SFDR)

>51,000 hours of training

to over 3,050 financial advisors

~13,900 hours of training

to over 1,040 private bankers

In 2021, Fideuram Asset Management Ireland, in collaboration with UNICEF, launched the Fonditalia 4 Children fund, the first sub-fund of Fonditalia to be classified under Article 9 SFDR, as it pursues sustainability objectives with particular attention to the social sphere, with a thematic focus on children’s rights. The product provides a collaboration with Unicef both in defining the exclusions of securities from the investment universe and in the recurrent devolution of an amount as fees in support of some of their specific projects. 

Fideuram’s Net-Zero commitment

Fideuram Asset Management SGR and Fideuram Asset Management Ireland signed up to the Net Zero Asset Managers Initiative (NZAMI) in October 2021 to achieve the goal of halving net greenhouse gas emissions by 2030 and reducing them to zero by 2050 and in October 2022 they published their intermediate targets for 2030.