Climate Change Data

Environmental Metrics

ESG Focus Areas

• Climate Change
• Diversity & Inclusion
• Governance
• Circular Economy
• Social Responsibility

Environmental Achievements

• 2,174,063 Tonnes of carbon dioxide emissions saved
• 216,920,258,605 Litres of water saved
• 97% Percentage of companies that implement major programmes for the management and reduction of waste; +7% compared to the Mainstreet Partners composite index

Social Achievements

• 386,606 Number of specific treatments made available for patients at risk
• €33,250,632 Revenues generated by the production and distribution of natural and/or organic food measured by total AuM
• 62% Percentage of companies that can boast high employee moral satisfaction levels; +20% compared to the Mainstreet Partners composite index
• 93% Percentage of companies that undertake decisive action against child labour; +11% compared to the Mainstreet Partners composite index

Governance Achievements

• 33% Percentage of women in management and on the board of directors; +5% compared to the compared to the Mainstreet Partners composite index
• 97% Percentage of companies that undertake decisive action against corruption; +4% compared to the Mainstreet Partners composite index
• 73% Percentage of independent members appointed to the board of directors

Climate Goals & Targets

Environmental Challenges

• The need to introduce shared and uniformed definitions and classifications on themes and instruments that concern sustainability within the context of financial processes
• The need to improve market transparency, with accurate and detailed information on the sustainability characteristics of investment policies, products, and financial services
• The need to improve the quality, quantity and comparability of data on environmental and social factors

Mitigation Strategies

• Participation in institutional working groups promoted by the European Banking Federation (EBF), EU Ecolabel, EFAMA, EFRAG, and Assogestioni
• Adopting a strict and transparent process in implementing the requirements provided for by regulations
• Integrating ESG factors in the analysis, selection and construction of managed portfolios

Supply Chain Management

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: SFDR, UN PRI

Sustainable Products & Innovation

• Eurizon Fund – Equity Circular Economy fund

Awards & Recognition

• Citywire Gender Diversity Award (2021)

Environmental Metrics

ESG Focus Areas

• Climate Change
• Renewable Energy
• Sustainable Infrastructure
• Water Management
• Waste Management

Environmental Achievements

• Annual emissions reduced by 1,736,120 tons of carbon dioxide (Eurizon Fund - Absolute Green Bonds)
• Annual emissions reduced by 374,108 tons of carbon dioxide (Eurizon Fund - Green Euro Credit)
• Energy savings of 151,277 Megawatt/hour (Eurizon Fund - Absolute Green Bonds)
• Energy savings of 30,439 Megawatt/hour (Eurizon Fund - Green Euro Credit)
• Recycling of 21,421 tons of waste (Eurizon Fund - Absolute Green Bonds)
• Recycling of 4,930 tons of waste (Eurizon Fund - Green Euro Credit)
• Renewable energy generating capacity of 763 Megawatt (Eurizon Fund - Absolute Green Bonds)
• Renewable energy generating capacity of 242 Megawatt (Eurizon Fund - Green Euro Credit)

Social Achievements

• Employment created: 132 jobs (Eurizon Fund - Absolute Green Bonds)
• Employment created: 188 jobs (Eurizon Fund - Green Euro Credit)

Governance Achievements

• Not disclosed

Climate Goals & Targets

Environmental Challenges

• Lack of charging infrastructure for electric vehicles
• Supply chain challenges for EV batteries and semiconductors
• Potential for greenwashing
• Global efforts to combat climate change lagging behind Paris Agreement goals

Mitigation Strategies

• Investment in renewable energy and energy efficiency projects
• Strict due diligence and selection process for green bonds, excluding issuers with low ESG scores or involved in controversial weapons
• Active research to avoid greenwashing, focusing on sectors with strong positive environmental impact
• Advocating for stronger policies to combat climate change

Supply Chain Management

Supplier Audits: Not disclosed

Responsible Procurement

• Not disclosed

Climate-Related Risks & Opportunities

Physical Risks

• Extreme weather events

Transition Risks

• Regulatory changes
• Market shifts

Opportunities

• Development of energy-efficient products

Reporting Standards

Frameworks Used: Green Bond Principles (GBP), EU Taxonomy

Certifications: Null

Third-party Assurance: MainStreet Partners

UN Sustainable Development Goals

• SDG 6
• SDG 7
• SDG 11
• SDG 13
• SDG 15

Investments contribute to various SDGs through financing projects related to clean water and sanitation, renewable energy, sustainable cities and communities, climate action, and life on land.

Sustainable Products & Innovation

• Not disclosed

Awards & Recognition

• Not disclosed

Environmental Metrics

ESG Focus Areas

• Climate change mitigation and adaptation
• Mitigating biodiversity loss and combating deforestation
• Respect for human rights and combating the production of unconventional weapons
• Good corporate governance practices

Environmental Achievements

• 99.9% of electricity purchased comes from renewable sources
• Reduction in energy consumption related to heating (-19.5%) and electricity (-8%)

Social Achievements

• 50% of new hires in 2023 were women
• Approximately 22,928 training hours provided to employees (average 31 hours per employee)
• €733,000 donated to 56 charitable initiatives

Governance Achievements

• Updated Engagement Policy
• ISO 37001 Certification (Anti-bribery management systems)
• Voted on 18,641 resolutions at shareholder meetings

Climate Goals & Targets

Environmental Challenges

• Uncertainty regarding the speed of technological progress and costs associated with the energy transition
• ‘Anti-ESG’ phenomena questioning globally established principles

Mitigation Strategies

• Strengthened presence in corporate life of investee issuers, increasing the number of corporate meetings attended
• Participation in international initiatives such as Climate Action 100+, Nature Action 100, and PRI Advance

Supply Chain Management

Responsible Procurement

• Supplier selection from among counterparties listed in the Group Supplier Portal, considering their sustainability profiles
• ESG questionnaire for suppliers

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: GRI

Certifications: ISO 37001

Sustainable Products & Innovation

• Sustainability-conscious investment products and solutions (Articles 8 and 9 SFDR)
• Equity circular products with Net Zero objective

Awards & Recognition

• Big Italian Funds award (runner-up in Best Manager category)
• Four CityWire Gender Diversity Awards
• First place in Italy in ESG.IAMA 2023 assessment
• Refinitiv Lipper Fund Awards