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.
UN SDGs SUPPORTED
2022 Results
Classified under former Articles 8 and 9 of the Sustainable Finance Disclosure Regulation (SFDR)
Eurizon
Eurizon Capital SGR SpA offers investors a wide and diversified range of funds that integrate sustainability risks into their investment choices.
2022 Results
Classified under former Articles 8 and 9 of the Sustainable Finance Disclosure Regulation (SFDR)
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
Classified pursuant under former to Articles 8 and 9 of the Sustainable Finance Disclosure Regulation (SFDR)
to over 3,050 financial advisors
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.
A year of sustainability
Last updated 3 April 2024
