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

Our Strategy

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 expertise

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

Generali Investments Sicav SRI European Equity ǀ Extra-Financial Report
Generali Investments Sicav SRI Ageing Population ǀ Extra-Financial Report

SRI NEWS

The Spotlight ǀ Powering progress: Luca Fasan presents the new Sycomore Global Education Fund
Podcast Interview with Fund Manager Luca Fasan who presents the Sycomore Global Education Fund and gives his thoughts on where he sees opportunities in the months to come.
Sycomore ǀ 'Planets align' for the green and energy transition
Sycomore AM are convinced that the health crisis is a further catalyst that will prompt urgent action in order to strengthen the resilience of our societies and territories. A closer look reveals that planets are aligning for a stronger and faster response to environmental challenges.
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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).