Socially Responsible Investing allows investors to take a more proactive role in the economy and in the way they invest in companies, without leaving aside financial performance. Incorporating non-financial Environment, Social and Governance (or ESG) aspects when analyzing and selecting companies makes more sense as it helps to improve our environment and our societies as a whole.
To select ESG compliant companies, we focus on:
Exclusion – we apply a Group Ethical filter* to the investment universe
“Best effort” approach – we positively select companies showing improvements in their ESG behaviours and compliance with best practices
Engagement – we have ongoing exchanges with the management of companies, to discuss, challenge and influence them over key ESG themes
*Applying the Group Ethical Filter is part of the discretionary evaluation of the investment manager and the results of such evaluation are confidential.
Our in-house SRI research and analyst teams are focused on analysing companies, identifying risks, issues and opportunities, rating more than 500 European companies (from the MSCI Europe universe) based on ESG criteria.
They are specialised by sector and have developed a comprehensive investment methodology, based on our following beliefs:
Responsible investing provides added value when selecting companies and delivers more sustainable performances over the long term
Engaging and discussing with the management of companies is the best way to improve their behaviours and practice in terms of Environment Social & Governance aspects (ESG)
ESG criteria reinforce our risk management approach, with non-financial risks being carefully analysed to identify and avoid risks
Voting at companies’ annual general meetings naturally complements this approach, reinforcing the dialogue with companies’ management
What have been the most important lessons learned in terms of the performance since GIS SRI Ageing Population (the Fund) was launched in 2015? Since the Fund was launched, we focused on stocks with a visible, healthy growth profile, combined with stock-picking based on cash generation. This is in addition to the SRI process adopted.Read Now
The ageing of the population is an inevitable long-term demographic trend: the number of 60+ is growing faster than any other segment of the world population, and it is estimated that, by 2040, Seniors will account for 19% of the worldwide population, compared to 12% currently.Read Now
In this issue of SR-Highlight, we focus on Sustainable finance in Europe, regulatory landscape and the future of investing. We will give you a good indication of what is the direction of travel for sustainable finance in Europe, a direction into a more responsible future.Read Now
*This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments).