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 (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.
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.
Last updated 12 August 2022 at 16:46:36
