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BancoPosta Fondi SGR

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities – ESG incorporation

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to this specific asset class. Given that the Company adopts passive strategies for listed equities, ESG are incorporated by monitoring the ETF's score.

Listed equity - (proxy) voting

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to this specific asset class. By means of vote casting, the Company expresses its considerations on ESG-related issues. For internally managed assets, the Company typically casts its vote either directly (in case of significant shares) or for appointing a delegated spokesperson to represent it. 

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities - ESG incorporation

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed listed equities. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.

Listed equities - engagement

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed listed equities. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant. BancoPosta Fondi SGR evaluates external managers' engagement guidelines and monitor over the effects of their engagement activities with delegated portfolio companies. When they lack of engagement guidelines, BancoPosta Fondi SGR proposes its own which rely on improving awareness on ESG risks, monitoring ESG profile and casting votes in portfolio companies.

Listed equities - (proxy) voting

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed listed equities. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant. According to proxy voting, external managers typically cast their vote following their own Guidelines after BancoPosta Fondi SGR's scrutiny. When externally managed assets are considered significant - according to defined quantitative criteria -  BancoPosta Fondi SGR expresses its vote on its behalf.

Fixed income - SSA

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed fixed income. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.

Fixed income - Corporate (financial)

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed fixed income. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.

Fixed income - Corporate (non-financial)

The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed fixed income. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.

17.2. Additional information.


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