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BancoPosta Fondi SGR

PRI reporting framework 2020

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

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

BancoPosta Fondi SGR's Responsible Investment (RI) Policy is consistent with Gruppo Poste Italiane's Sustainability Plan and aims to integrate concerns on ESG issues throughout its investment strategies to both meet social and environmental needs and create positive impacts. Communication with stakeholders about both direct and indirect impacts is core to the RI strategy. The RI policy provides with guidelines for managing investment to be applied to the specific circumstances. BancoPosta Fondi SGR informs external managers about its RI policy though they may opt for defining and applying their own. The RI policy includes exclusion criteria and entails ESG assessments of the issuers regardless of whether they are corporate or governmental. BancoPosta Fondi SGR's Committee regularly monitors the evolution of portfolio companies' ESG profile during the holding period: to this end, externally provided informations are processed and engagement activities with portfolio companies are carried out. The RI policy is made up by detailed guidelines for voting and engagement practices that allow the Company to encourage ESG considerations across portfolio companies. For companies operating in sensitive industries, the RI policy details investment criteria. Progresses on the integration of the RI policy are reported at least annually and disclosed publicly.

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

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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



02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. 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.

BancoPosta Fondi SGR adopted a policy for preventing conflicts of interests and to manage them with regards to the structure of the Group it belongs to (Gruppo Poste Italiane). The policy includes definitions both for interest and conflict of interests that may arise in the scope of the Company's activity. The policy aims to protect UCITS participants' interest avoiding initiatives with detrimental effects to other parties. To this end, the policy consists of a set of dispositions requiring to adopt any reasonable measure for identifying conflict of interests and of organizational, procedural and administrative dispositions to avoid the identified conflicts of interests to harm one or more clients and one or more of the UCITS managed by BancoPosta Fondi SGR.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Not Completed)