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Generali Group

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

The Group is committed to achieve key RI Principles set out by UN PRI Initiatives throughout:

−          Incorporating ESG issues into the investment decision-making practice

−          Offering Socially responsible investment products

−          Impact investing to generate social and environmental impact alongside a financial return

−          Engaging with issuing Companies

−          Integrating ESG issues in the voting policies

−          Public Engagement with institutions and national and international associations

−          Disclosure and Transparency to stakeholders


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The rules adopted by the Company for dealing with conflicts of interest are based on the following 4 pillars:

1. Duty of identification: the Company has identified the conflicts of interest that may have a negative effect on its clients’ interests;

2. Duty of organization: the Company has organized itself in such a way as to neutralize the possible negative effects of conflicts of interest;

3. Duty of disclosure: if the Company considers that the organizational measures adopted to manage certain cases of conflicts of interest are not able to ensure the prevention of losses to clients, it informs the clients clearly, before acting on their behalf, of the nature and sources of the conflict of interest, so that they can take an informed decision on the service provided. With regard to the UCIs managed, if the aforesaid circumstances arise, the administrative body takes the necessary decisions to ensure fair treatment for the UCIs themselves and the members thereof;

4. Duty to act honestly and fairly: in providing the portfolio management service, the Company acts correctly, fairly and professionally to best serve its clients’ interests.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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