Socially Responsible
Investing

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

SRI Documents

GIS SRI Ageing Population - Letter of commitment

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Transparency Code

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A to Z to ESG

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SRI Brochure
Responsible Investing -
Making sense
of investing

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SRI Guide

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EXTRA-FINANCIAL REPORT
OF GENERALI INVESTMENTS
SICAV
SRI EUROPEAN EQUITY

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EXTRA-FINANCIAL REPORT
OF GENERALI INVESTMENTS
SICAV
SRI AGEING POPULATION

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SRI news

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GIS SRI Ageing Population - 4 years of harvesting awards and growing assets

28/11/2019

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.

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GIS SRI Ageing Population - awarded with the Belgium “Towards Sustainability” Label

25/11/2019

We are pleased to inform you that Generali Investments SICAV (GIS) SRI Ageing Population has been awarded with the Belgium “Towards Sustainability” Label*. The Towards Sustainability label was created by Febelfin, a Belgian independent agency that applies a very strict analysis and in particular in terms of social criteria.

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Beyond ESG risk integration: Impact investing

27/09/2019

Environmental, Social and Governance (ESG) investment is taking root within the infrastructure investment community. Infrastructure assets have the potential to bring strong social, environmental and economic benefits to society but they are also particularly exposed to ESG risks.

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*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).