Sustainability-related disclosures

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General information on ESG

Since several years Generali Insurance Asset Management* (GIAM) built up internal ESG capabilities and, as a key global asset manager, has ESG as a central feature of its strategy aimed at offering what GIAM considers the best and flexible investment solutions to its clients. ESG for GIAM means innovation in the way we manage assets and answer clients’ needs: combination of traditional performance with the generation of positive impact for our society by mitigating risks and improving returns relying also on our ESG competences and network.

How do you integrate proprietary ESG screening/scoring methodology in your investments process?

The Investment Stewardship Team has developed an internal ESG Methodology. A key element is the identification of material ESG topics at sector or issuer level to support the Investment Teams to select issuers and construct portfolios with enhanced risk-return profiles. Portfolio managers and research analysts integrate ESG views into their activity and internal exchanges on ESG topics are regularly carried out.

How do you engage with companies to improve and encourage virtuous behaviors?

We focus on companies on which we have a significant exposure and a real probability to influence. We onboard all internal stakeholders with high level of coordination: ESG analysts, Credit analysts, Portfolio managers, Stewardship specialists.

We prepare detailed engagement case and realistic expectations, creating a true partnership based on trust with the issuer where we can help each other in what we consider a win-win deal.

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Principal Adverse Impact Statement (PAI)

Statement on principal adverse impacts of investment decisions on sustainability factors

ESG Products

1. Funds issued and managed by Generali Insurance Asset Management:

  • Article 8 funds

  • Article 9 funds

2. Funds managed by Generali Insurance Asset Management:

  • Article 8 funds

  • Article 9 funds

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General information on ESG

In Generali Investments Partners* (GIP) our approach to ESG is a natural evolution of the Generali Group’s commitment to sustainability. We embrace our responsibility in adopting SRI policies and practices to improve our environmental and society as a whole, preventing negative impact on financial performance.

How do you integrate proprietary ESG screening/scoring methodology in your investments process?

In GIP we adopt a multi-step approach, combining the Generali Group Ethical Filter and ESG Expertise. The Generali Group Ethical Filter, applied to investments since 2006 and monitored on an ongoing basis, identifying and screening potential ESG controversies affecting corporate issuers (eg. involved in the production of weapons violating fundamental humanitarian principles; involved in severe environmental damages; involved in serious or systematic violation of human rights; implicated in cases of gross corruption; significantly involved in coal-sector activities). Starting from this investments universe, each single issuer within each industry is analyzed and ranked based on its ESG Score according to Sustainalytics analyses.

How do you engage with stakeholders to improve and encourage virtuous behaviors?

GIP engages Investee Issuers, in the interest of the clients’ portfolios, implementing an active ownership, especially considering industry, country, issuer allocation, stock picking, proxy voting and ESG screening factors, with the aim to reinforce its engagement capabilities and have a greater impact on the Investee Issuers.

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Principal Adverse Impact Statement (PAI)

Statement on principal adverse impacts of investment decisions on sustainability factors

ESG Products

1. Funds issued and managed by Generali Investments Partners:

  • Article 8 funds

  • Article 9 funds

2. Funds managed by Generali Investments Partners:

  • Article 8 funds

  • Article 9 funds

Generali Insurance Asset Management logo

What is ESG for your company?

Since several years Generali Insurance Asset Management* (GIAM) built up internal ESG capabilities and, as a key global asset manager, has ESG as a central feature of its strategy aimed at offering what GIAM considers the best and flexible investment solutions to its clients. ESG for GIAM means innovation in the way we manage assets and answer clients’ needs: combination of traditional performance with the generation of positive impact for our society by mitigating risks and improving returns relying also on our ESG competences and network.

How do you integrate proprietary ESG screening/scoring methodology in your investments process?

The Investment Stewardship Team has developed an internal ESG Methodology. A key element is the identification of material ESG topics at sector or issuer level to support the Investment Teams to select issuers and construct portfolios with enhanced risk-return profiles. Portfolio managers and research analysts integrate ESG views into their activity and internal exchanges on ESG topics are regularly carried out.

How do you engage with companies to improve and encourage virtuous behaviors?

We focus on companies on which we have a significant exposure and a real probability to influence. We onboard all internal stakeholders with high level of coordination: ESG analysts, Credit analysts, Portfolio managers, Stewardship specialists.

We prepare detailed engagement case and realistic expectations, creating a true partnership based on trust with the issuer where we can help each other in what we consider a win-win deal.

Statement on principal adverse impacts of investment decisions on sustainability factors

GIP Sustainability Policy and Adverse Sustainability Impact Statement
March 8th, 2021Sustainability Policy

1. Funds issued and managed by Generali Insurance Asset Management:

  • Article 8 funds

  • Article 9 funds

2. Funds managed by Generali Insurance Asset Management:

  • Article 8 funds

  • Article 9 funds

Picture

What is ESG for your company?

In Generali Investments Partners* (GIP) our approach to ESG is a natural evolution of the Generali Group’s commitment to sustainability. We embrace our responsibility in adopting SRI policies and practices to improve our environmental and society as a whole, preventing negative impact on financial performance.

How do you integrate proprietary ESG screening/scoring methodology in your investments process?

In GIP we adopt a multi-step approach, combining the Generali Group Ethical Filter and ESG Expertise. The Generali Group Ethical Filter, applied to investments since 2006 and monitored on an ongoing basis, identifying and screening potential ESG controversies affecting corporate issuers (eg. involved in the production of weapons violating fundamental humanitarian principles; involved in severe environmental damages; involved in serious or systematic violation of human rights; implicated in cases of gross corruption; significantly involved in coal-sector activities). Starting from this investments universe, each single issuer within each industry is analyzed and ranked based on its ESG Score according to Sustainalytics analyses.

How do you engage with stakeholders to improve and encourage virtuous behaviors?

GIP engages Investee Issuers, in the interest of the clients’ portfolios, implementing an active ownership, especially considering industry, country, issuer allocation, stock picking, proxy voting and ESG screening factors, with the aim to reinforce its engagement capabilities and have a greater impact on the Investee Issuers.

Statement on principal adverse impacts of investment decisions on sustainability factors

ESG Products

1. Funds issued and managed by Generali Investments Partners:

  • Article 8 funds

  • Article 9 funds

2. Funds managed by Generali Investments Partners:

  • Article 8 funds

  • Article 9 funds

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