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Eurizon Capital SGR

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] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
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] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Started conversation with CA 100+ to join the initiative

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Eurizon Abslute Green Bonds Fund follows the Green Bond Principles 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional] 

          EFAMA -  European Funds And Asset Managers Association

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional] 

          European Banking Federation

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional] 

          Assogestioni

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Eurizon Capital SGR carries out and conducts engagement action collectively through participation in the activities of Assogestioni's Corporate Governance Committee and Investment Managers' Committee (IMC). A relevant part of these engagements are done with the members of Board of Directors nominated by Assogestioni's IMC. Eurizon also participate at the SRI Working Group.

 
          ShareAction

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have also laid down a plan for participation at collaborative engagements through ShareAction.

SG 09.2. Assets managed by PRI signatories (Private)

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description 

          Training to the Borsa Italiana / London Stock Exchange academy on the Shareholder Rights Directive

ESG Induction to Boards of listed companies

ESG workshop organized with Pension Funds association

Frequency of contribution

Description 

          Lecture on ESG integration to the Master in Corporate Governance, Bocconi Business School  
Lectures to the Executive Master in Finance, Bocconi Business School
Contribution to the academic/business conference organized by the University of Naples “New Challenges in Corporate Governance: Theory and Practice”
ESG Workshop organized with IPIECA, the global oil and gas industry association for advancing environmental and social performance
Contribution to other academic events

Frequency of contribution

Description 

          Volume Chapter: 
Cristina Ungureanu – “Engagement of Institutional Investors”, in “Governance of Financial Institutions”, D. Busch, G. Ferrarini, G. van Solinge (eds), Oxford University Press, 2019

Frequency of contribution

Description 

          Training to the Borsa Italiana / London Stock Exchange academy on the Shareholder Rights Directive

ESG Induction to Boards of listed companies

ESG workshop organized with Pension Funds association

Frequency of contribution

Description 

          Head of ESG, Head of Corporate Governance, Head of Long-Term Sustainable Strategy: Speakers at several conferences and workshops on ESG and Active Investment

Frequency of contribution

Description 

          Workshops with Clients encouraging PRI adoption

Frequency of contribution

Description 

          Several articles and interviews published in the media by personnel involved in the ESG activities

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

SG 11. Dialogue with public policy makers or standard setters (Private)

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