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Commitment to ESG transition: data

Intesa Sanpaolo has always believed that banks must play an active part in driving the transformation of the local economic and social context. For this reason, conscious of its role and systemic nature, for some time it has been at the forefront of efforts to accelerate the transition towards a low carbon economy and meet global climate targets. In addition to the direct actions it takes to reduce its energy consumption and mitigate its emissions, it also extends its commitment to retail and business customers with specific credit lines and the expansion of its range of sustainable and responsible investment products.

Loans disbursed for the Green and Circular Economy
  Intesa Sanpaolo Group
(excluding UBI Banca Group)

ISP+UBI* Intesa Sanpaolo Group
(including UBI Banca Group)

  2019 2020 2020 2021
Loans disbursed for the Green
and Circular Economy (€ m)
Italy Abroad Group Italy Abroad Group Group Italy Abroad Group
Retail 46 7 53 877 35 912 877 2,260 38 2,298
Business and Third Sector 156 32 188 253 40 293 253 352 35 386
Corporate and Project finance 1,143
35
1,178
736 44 781 736 3,365 89 3,454
of which Project finance 684
34
718 190 40 230 190 1,131 75 1,207
Total loans for the Green Economy 1,345
74
1,419
1,866
119
1,985 1,866 5,977 162 6,139
Total loans with Circular Economy criteria 760 0 760
565
0 565 565 2,545 15 2,560
Total 2,105 74 2,179
2,431
119 2,550 2,431 8,522 176 8,699

* The UBI Banca Group figures are only included as from the date of its consolidation into the Intesa Sanpaolo Group (last 5 months of 2020). 
Data not comparable for changes that occurred over the years in the aggregation criteria.

 

Sustainable investments

The Group confirmed its leadership in sustainable investments. Specifically, Eurizon offers a diverse range of products across 172 funds in all the asset classes that include a focus on environmental or social issues, or have sustainable investment objectives, classified according to Articles 8 and 9 of the SFDR, with around ~110 billion euro of assets representing around 46% of the total assets of the Funds managed. Fideuram offers 8 funds classified according to Articles 8 and 9 of the SFDR with a total of 2.6 billion euro of assets (around 3% of the total assets of the funds managed).

 

Intesa Sanpaolo Group (including UBI Banca Group)
 
Eurizon SGR: Funds pursuant to SFDR*
2021
Funds pursuant to arts. 8 and 9 [No.]
172
Funds pursuant to arts. 8 and 9: assets [billion euro]
110.6
Percentage of Funds pursuant to SFDR arts. 8 and 9 compared to the total assets of the Funds managed [%]
46

*Sustainable Finance Disclosure Regulation.

Intesa Sanpaolo Group (excluding UBI Banca Group)
Intesa Sanpaolo Group (including UBI Banca Group)
Eurizon SGR: engagement initiatives
2019 2020 2021
Companies comprising the portfolios [No.]* 1,420 1,429 1,646
Companies for which engagement initiatives have been carried out [No.] 515 573 644
Companies for which ESG engagement initiatives have been carried [No.] 77 172 240
Companies included in the portfolios subject to ESG engagement [%] 5.4 12.0 14.6
Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] 15.0 30.0 37.3

* The overall number reported refers to issuers of equity in Italian funds.

Intesa Sanpaolo Group (including UBI Banca Group)
Fideuram: Funds pursuant to SFDR*
2021
Funds pursuant to arts. 8 and 9 [No.]
8
Funds pursuant to arts. 8 and 9: assets [billion euro]
2.6
Percentage of Funds pursuant to SFDR arts. 8 and 9 compared to the total assets of the Funds managed [%]
3

*Sustainable Finance Disclosure Regulation. 

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