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.
| Intesa Sanpaolo Group (excluding UBI Banca Group) |
ISP+UBI* | Intesa Sanpaolo Group |
Intesa Sanpaolo Group | ||||||||||
| 2020 | 2020 | 2021 | 2022 | ||||||||||
| Loans disbursed for the Green and Circular Economy (€ m) |
Italy | Abroad | Group | Italy | Abroad | Group | Group | Italy | Abroad | Group | Italy | Abroad | Group |
| Retail | 46 | 7 | 53 | 877 | 35 | 912 | 877 | 2,260 | 38 | 2,298 | 2,559 | 57 | 2,617 |
| Business and Third Sector | 156 | 32 | 188 | 253 | 40 | 293 | 253 | 352 | 35 | 386 | 478 | 48 | 526 |
| Corporate and Project finance | 1,143 |
35 |
1,178 |
736 | 44 | 781 | 736 | 3,365 | 89 | 3,454 | 2,149 | 67 | 2,216 |
| of which Project finance | 684 |
34 |
718 | 190 | 40 | 230 | 190 | 1,131 | 75 | 1,207 | 424 | 9 | 433 |
| Total loans for the Green Economy | 1,345 |
74 |
1,419 |
1,866 |
119 |
1,985 | 1,866 | 5,977 | 162 | 6,139 | 5,186 | 173 | 5,359 |
| Total loans with Circular Economy criteria | 760 | 0 | 760 |
565 |
0 | 565 | 565 | 2,545 | 15 | 2,560 | 808 | 103 | 911 |
| Total | 2,105 | 74 | 2,179 |
2,431 |
119 | 2,550 | 2,431 | 8,522 | 176 | 8,699 | 5,994 | 276 | 6,270 |
* 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.
In 2022 the Intesa Sanpaolo Group confirmed its leadership in sustainable investments. The Group has reached a total of over 310 funds that promote environmental or social characteristics (among others) or that have sustainable investment objectives, classified pursuant to Articles 8 and 9 of the Sustainable Finance Disclosure Regulation, for an equity of over 136 billion euro (180 funds for an equity of over 113 billion in 2021).
| Eurizon SGR: funds pursuant to SFDR* | 2021 | 2022 | |
| Funds pursuant to arts. 8 and 9 [No.] | 172 | 232 | |
| Funds pursuant to arts. 8 and 9: assets [billion euro] | 110.6 | 110.3 | |
| Percentage of funds pursuant to SFDR arts. 8 and 9 compared to the total assets of the funds managed [%] | 46 | 54 | |
*Sustainable Finance Disclosure Regulation.
| Intesa Sanpaolo Group (excluding UBI Banca Group) | Intesa Sanpaolo Group | |||
| Eurizon SGR: ESG engagement activities* | 2020 | 2021 | 2022 | |
| Total engagement activities [No.] | 840 | 958 | 538 | |
| Engagement activities on ESG issues [No.] | 200 | 287 | 271 | |
| Engagement activities on ESG issues out of total engagement activities [%] |
23.8 | 30.0 | 50.0 | |
| * The number of activities in 2020 and 2021 was calculated on the overall total of meetings and engagements conducted in the period. | ||||
| Intesa Sanpaolo Group (excluding UBI Banca Group) | Intesa Sanpaolo Group | |||
| Eurizon SGR: companies for which ESG engagement activities have been carried out* |
2020 | 2021 | 2022 | |
| Companies comprising the portfolios [No.]** | 1,429 | 1,646 | 1,330 | |
| Companies for which engagement initiatives have been carried out [No.] | 573 | 644 | 342 | |
| Companies for which ESG engagement initiatives have been carried out [No.] | 172 | 240 | 194 | |
| Companies included in the portfolios subject to ESG engagement [%] | 12.0 | 14.6 | 14.6 | |
| Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] | 30.0 | 37.3 | 56.7 | |
| * For 2020 and 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 | |
| Funds pursuant to arts. 8 and 9 [No.] | 8 | 81 | |
| Funds pursuant to arts. 8 and 9: assets [billion euro] | 2.6 | 26.6 | |
| Percentage of funds pursuant to SFDR arts. 8 and 9 compared to the total assets of the funds managed [%] | 3 | 61 | |
| * Sustainable Finance Disclosure Regulation. | |||
| Fideuram Asset Management (FAM): ESG engagement activities | 2022 | |
| Total engagement activities [No.] | 78 | |
| Engagement activities on ESG issues [No.] | 62 | |
| Engagement activities on ESG issues out of total engagement activities [%] | 79.5 | |
| Fideuram Asset Management (FAM): companies for which ESG engagement activities have been carried out | 2022 | |
| Companies comprising the portfolios [No.]** | 1,191 | |
| Companies for which engagement initiatives have been carried out [No.] | 63 | |
| Companies for which ESG engagement initiatives have been carried out [No.] | 47 | |
| Companies included in the portfolios subject to ESG engagement [%] | 3.9 | |
| Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] | 74.6 | |
| Fideuram Asset Management (FAMI): ESG engagement activities | 2022 | |
| Total engagement activities [No.] | 106 | |
| Engagement activities on ESG issues [No.] | 91 | |
| Engagement activities on ESG issues out of total engagement activities [%] | 85.9 | |
| Fideuram Asset Management (FAMI): companies for which ESG engagement activities have been carried out | 2022 | |
| Companies comprising the portfolios [No.]** | 4,424 | |
| Companies for which engagement initiatives have been carried out [No.] | 90 | |
| Companies for which ESG engagement initiatives have been carried out [No.] | 75 | |
| Companies included in the portfolios subject to ESG engagement [%] | 1.7 | |
| Companies for which ESG engagement activities were carried out on the total of the companies subject to engagement [%] | 83.3 | |
| Documents | |
| Climate Change Action Plan |
|
| Consolidated Non-financial Statement 2022: | |
| Transition to a sustainable, green and circular economy | |
| Climate Change | |
| Environment indicators - pdf | |
| Environment indicators - excel | |
| Consolidated Non-financial Statement 2021: |
|
| Transition to a sustainable, green and circular economy | |
| Climate Change | |
| Environment indicators - pdf |
|
| Environment indicators - excel |
|
Last updated 11 May 2023 at 12:02:59
