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Unipol Gruppo S.p.A - UnipolSai Assicurazioni

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] ESG incorporation in passively managed fixed income [FI 13] Outputs and outcomes [FI 17 - 18]
Direct – Private Equity
Overview [PE 01 - 02] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15]
Direct - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11]
Direct - Infrastructure
Overview [INF 01 - 02] Pre-Investment (Selection) [INF 05 - 09] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

01.3. Additional information. [Optional]

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Italy

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

12337 FTE

02.4. Additional information. [Optional]

The number of Unipol Group employees at December 31, 2019 decreased significantly (-2,243 people) compared to the previous year due to the sale of Unipol Banca and Finitalia, which merged into BPER Banca; the decrease is only partially offset by the acquisition of Car Server and Gieffe Flotte as well as the establishment of the Dyadea Medical Centers.
In a reconstruction with a homogeneous perimeter, there was a decrease of 39 heads between the two years, equal to about 0.3% of the workforce.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity <10% 1.5 0 0
Fixed income >50% 80.6 0 0
Private equity <10% 0.2 0 0
Property <10% 7 0 0
Infrastructure <10% 0.8 0 0
Commodities 0 0 0 0
Hedge funds <10% 0.2 0 0
Fund of hedge funds 0 0 0 0
Forestry <10% 0.04 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 3.9 0 0
Money market instruments <10% 0.03 0 0
Other (1), specify <10% 5.4 0 0
Other (2), specify <10% 0.3 0 0

`Other (1)` specified 

          ETF and other OICR

`Other (2)` specified 

          Unlisted Equity (stakes in companies not listed)

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Not Applicable)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

98.7 Developed Markets
0.3 Emerging Markets
1 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

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