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.
| 2023 | ||||
| Total sustainable loans: loans disbursed [thousands of euro] | Italy | Abroad | Group | |
| Loans in the social sustainability field | 3,180,906 | 95,916 | 1,931,438 | |
| Loans in the environmental sustainability field | 3,185,429 | 6,023 | 203,801 | |
| Loans falling under the ‘‘other sustainability’’ category | 3,404,501 | 451,363 | 1,603,491 | |
| Total sustainable loans | 9,770,836 | 1,241,789 | 11,012,625 | |
The Intesa Sanpaolo Group confirmed its leadership in sustainability-conscious investments in 2023. The Group has reached a total of over 400 funds that promote environmental and/or social characteristics (among others) or that have sustainable investment objectives, classified pursuant to Articles 8 and 9 of the SFDR, amounting to assets of over 182 billion euro (310 funds with assets amounting to over 136 billion in 2022).
| Eurizon SGR: Funds pursuant to SDFDR* | 2021 | 2022 | 2023 |
| Funds pursuant to arts. 8 and 9 [No.] | 172 | 323 | 306 |
| Funds pursuant to arts. 8 and 9: assets [billion euro] | 110.6 | 110.3 | 149 |
| Percentage of funds pursuant to SFDR arts. 8 and 9 compared to the total assets of the funds managed [%] |
46 | 54 | 73 |
| Eurizon SGR: ESG engagement activities* | 2021 | 2022 | 2023 |
| Total engagement activities [no.] | 598 | 538 | 592 |
| Engagement activities on ESG issues [No.] | 287 | 271 | 228 |
| Engagement activities on ESG issues out of total engagement activities [%] |
30 | 50.4 | 38.5 |
* The number of activities in 2021 was calculated on the overall total of meetings and engagements conducted in the period.
| Eurizon SGR: companies for which ESG engagement activities have been carried out* | 2021 | 2022 | 2023 |
| Companies comprising the portfolios [No.]** | 1,646 | 1,330 | 1,388 |
| Companies for which engagement initiatives have been carried out [No.] | 644 | 342 | 343 |
| Companies for which ESG engagement initiatives have been carried out [No.] |
240 | 194 | 165 |
| Companies included in the portfolios subject to ESG engagement [%] | 14.6 | 15 | 11.9 |
| Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] |
37.3 | 56.7 | 48.1 |
* For 2021 the figures were calculated on the total number of meetings held with issuers in the respective years.
** The overall number reported refers to issuers of equity in Italian funds.
| Fideuram: funds pursuant to SFDR | 2021 | 2022 | 2023 |
| Funds pursuant to arts. 8 and 9 [No.] | 8 | 81 | 97 |
| Funds pursuant to arts. 8 and 9: assets [billion euro] | 2.6 | 26.5 | 33.3 |
| Percentage of funds pursuant to SFDR arts. 8 and 9 compared to the total assets of the funds managed [%] | 3 | 61 | 71 |
| Fideuram Asset Management (FAM): ESG engagement activities attività di engagement ESG | 2022 | 2023 |
| Total engagement activities [No.] | 78 | 112 |
| Engagement activities on ESG issues [No.] | 62 | 78 |
| Engagement activities on ESG issues out of total engagement activities [%] | 79.5 | 69.6 |
| Fideuram Asset Management (FAM): companies for which ESG engagement activities have been carried out | 2022 | 2023 |
| Companies comprising the portfolios [No.] | 1 | 512 |
| Companies for which engagement initiatives have been carried out [No.] | 63 | 106 |
| Companies for which ESG engagement initiatives have been carried out [No.] | 47 | 78 |
| Companies included in the portfolios subject to ESG engagement [%] | 3.9 | 15.2 |
| Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] |
74.6 | 73.6 |
| Fideuram Asset Management Ireland (FAMI): ESG engagement activities |
2022 | 2023 |
| Total engagement activities [No.] | 106 | 98 |
| Engagement activities on ESG issues [No.] | 91 | 82 |
| Engagement activities on ESG issues out of total engagement activities [%] | 85.9 | 83.7 |
| Fideuram Asset Management Ireland (FAMI): companies for which ESG engagement activities have been carried out | 2022 | 2023 |
| Companies comprising the portfolios [No.] | 4,424 | 4 |
| Companies for which engagement initiatives have been carried out [No.] | 90 | 94 |
| Companies for which ESG engagement initiatives have been carried out [No.] | 75 | 82 |
| Companies included in the portfolios subject to ESG engagement [%] | 1.7 | 1.9 |
| Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] |
83.3 | 87.2 |
Last updated 9 July 2024 at 16:34:08
