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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

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.

 

Sustainable investments

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
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