Responsible Investing is part of our DNA, as Sustainable & Responsible Investing (SRI) is a “must have” for a large insurance group.
Indeed, Generali Group has had a strong SRI conviction in that space since it started applying a Group Ethical Filter* to its investments in 2006:
For this purpose, we have an in-house Investment Stewardship team dedicated to ESG analyses, Governance & Proxy voting.
By applying our proprietary ESG framework, based on an Ethical filter (exclusions), a “Best in class” ESG approach and Engagement activities with issuers, we wish to:
Our commitment to Responsible Investment went one step further with:
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*Applying the Group Ethical Filter is part of the discretionary evaluation of the investment manager and the results of such evaluation are confidential.
Integration of ESG factors when analyzing and selecting companies helps to improve our environment and society as a whole, without any negative impact on financial performance.
The team examines companies, identifying risks, issues and opportunities, and rates more than 500 European companies (within the MSCI Europe universe), based on ESG criteria.
Active ownership practices include effective proxy voting and engagement activities designed to encourage companies to improve their ESG behaviors, supporting sustainable growth over the long-term and improving their risk/return profiles.
A dedicated Governance & Proxy Voting team manages all activities related to active ownership, including corporate governance analysis, exercise of voting rights, engagement and reporting.
As a signatory of the UN Global Compact and the United Nations’ PRI (Principles for Responsible Investment), the Generali Group discloses its activities in an annual Sustainability Report – available online – and is committed to honoring said principles.
Click here for more informationGenerali Group joined the Principles for Sustainable Insurance (PSI), an initiative promoted by the Environment Programme’s Finance Initiative (UNEP FI) of the United Nations in 2014.
Click here for more informationThe Generali Group became a signatory of the Climate Risk Statement of The Geneva Association in Kyoto in 2009 and in Toronto in 2014, assuming a series of shared commitments on the measures to be adopted to address and mitigate climate change.
Click here for more informationIn 2018, Generali Group became a signatory of the TCFD Supporters (Task Force on Climate-related Financial Disclosure), promoted by the Financial Stability Board. The FSB Task Force will develop voluntary, consistent climate-related financial risk disclosures for use by companies in providing information to investors, lenders, insurers, and other stakeholders
Click here for more informationThe Group also supports the project “Investing in a Just Transition”, promoted by The Grantham Research Institute/London School of Economics and the Harvard University in partnership with PRI (Principles for Responsible Investments). The aim of this initiative is to support a ‘just’ transition towards a low-carbon economy, integrating the social dimension into the climate strategy.
Click here for more informationAs member of the European Financial Services Round Table (EFR), the Generali Group endorsed a statement in support of a strong and ambitious response to Climate Change, which was sent to European Governments, the European Commission and other public officials ahead of the 21st Conference of the Parties (COP21).
Click here for more informationFollowing the COP21, at the end of 2015, Generali has joined the Paris Pledge for Action, an initiative that represents a unique opportunity for non-state actors to welcome the Paris Agreement on climate change and commit to implement it.
Click here for more informationGenerali Group is an advocate of the United Nations’ Sustainable Development Goals. These goals, also known as “Global Goals,” are a universal call-to-action to end poverty, protect the planet, and ensure that all people enjoy peace and prosperity. The United Nations Development Program provides support to governments, helping them integrate SDGs into their national development plans and policies.
Click here for more informationGenerali Investments is a member of the International Corporate Governance Network (ICGN), whose mission is to promote effective standards of corporate governance and investor stewardship to advance efficient markets and sustainable economies worldwide. Generali Investments strongly believes in its active role in enhancing Corporate Governance standards through proxy voting and engagement activities. In 2017, it endorsed the ICGN Global Stewardship Principles and committed to uphold its corporate governance standards.
Click here to find out moreGenerali Investments participates in the European Forum for Sustainable Finance (EUROSIF), as well as the French (FIR), Italian (FFS) and Spanish (SIF) working groups that unite the most important European realities in socially responsible investment.
Click here for more informationAs signatory of the Carbon Disclosure Project, the Generali Group chose to participate in Italy’s national dialogue on sustainable development, sponsored by the UNEP and the Italian Environmental Ministry. This dialogue was organized following COP21 in Paris (December 2015), which outlined the need for the private sector to become actively involved in helping societies around the world respect global climate change commitments.
Click here for more informationGenerali Investments also adheres to Italy’s stewardship principles for the exercise of administrative and voting rights in listed companies, as defined by Assogestioni, the Italian association of asset managers.
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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).
Generali Insurance Asset ManagementS.p.A. Società di gestione del risparmio, is one of the asset management companies of Generali Group with its registered office at 34132, Trieste, 4, via Machiavelli, Italy, registered at the Albo delle Società di Gestione del Risparmio in the UCITS Section, under no. 18 and in the AIF section, under no. 22 and subject to the direction and coordination of Generali Investments Holding S.p.A..
Generali Investments Partners S.p.A. Società di gestione del risparmio, is one of the asset management companies of Generali Group with its registered office at 34132, Trieste, 4, via Machiavelli, Italy, registered at the Albo delle Società di Gestione del Risparmio in the UCITS Section, under no. 55 and in the AIF section, under no. 165 and subject to the direction and coordination of Generali Investments Holding S.p.A..
Generali Investments Luxembourg S.A., is one of the asset management companies of Generali Group with its registered office at 4, rue Jean Monnet, L-2180 Luxembourg and subject to the direction and coordination of Generali Investments Holding S.p.A..
Generali Investments Holding S.p.A. is the holding company of the abovementioned asset management companies of the Generali Group with its registered office at 34132, Trieste, 4, via Machiavelli, Italy.
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CHANGES TO OUR TERMS
The information on this Site is regularly updated. The validity of the information provided on this Site is restricted to the point in time in which it was published and to our assessment at that point in time. Generali Investments does not assume any liability for the correctness, accuracy, suitability, completeness or availability of this Site or the information contained therein. Generali Investments does not assume any responsibility for any loss or damage resulting from the use of the information contained on this Site for any other than its intended purpose. Generali Investments reserves the right to amend or supplement the information on this Site at any time without advance notice.
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The sole binding basis for the acquisition of Units is the prospectus as amended from time to time and the key investor information and the relevant annual and half-yearly reports (if available) and/or the statutorily required documents, which are made available before an investment decision.
All Fund documents (Prospectus, KIIDs, annual and semi-annual reports) are available in the language required by the country/-ies where the relevant product is registered at www.generali-investments.com .
Paper copies of any Fund documents may be requested from the local agents of your country of residence, free of charge. The list of all local agents is available in any of our Fund prospectuses.
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Past performances displayed on the Site are not a reliable indicator of future performance and may be misleading. There could have been a fluctuation in returns since the posting of information on this Site.
RISK CONSIDERATIONS
The value of the shares may fall as well as rise and you may not get back the amount initially invested. Investing in a Fund involves multiple risks including the loss of capital.
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For more information about the inherent risks of any Fund or sub-fund, please read the latest version in force of the prospectus, the articles of incorporation, the Key Investor Information Documents (KIIDs) and the latest annual and semi-annual report. Please pay attention to the sections of the prospectus related to risks.
COSTS
Please also pay attention to the costs and fees of each Fund, sub-fund and class presented in the KIIDs and in the prospectus.
The Generali Group has always attached the greatest importance to the privacy, protection and security of information, in particular of the personal data of its clients and of parties who come into contact with Generali Investments.
For the meaning of this section, “Generali Investments” refers to each and all of the following companies: 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 “Generali Investments”).
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The information is provided solely for and applies only to the Generali Investments website www.generali-investments.com. It is not applicable to other websites linked to the Generali Investments site. Users who browse our website are not required to provide personal data.
Users are required to provide personal data only if they wish to contact us or request information. In such cases, on a completely voluntary basis, users are required to read the disclosure provided as established by law and to supply only the data strictly required for the processing of their requests.
In compliance with current privacy laws, Generali Investments has adopted a specific policy, which is illustrated below.
Useful information is set out below on active and passive collection of information relating to parties/devices that interact with this website, and on the security measures adopted by Generali Investments.
When a user browses an internet site, it is technically possible to collect information without explicit registration by the user or without the user taking an active role. This type of information collection is known as “passive collection”. Specifically, the section below describes how IP addresses, cookies and other session identifiers, internet tags, and navigation data are used, as well as their possible exclusion and related implications.
With regard to passive information collection, the services offered on this website:
With regard to active information collection, the services offered on www.generali-investments.com are based on the following guidelines:
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Users’ personal data will be processed by the relevant Company and its designated parties with IT (and manual) systems, in accordance with the principles of correctness, fairness and transparency contemplated by data privacy laws and safeguarding the privacy and rights of the data subject by implementing suitable technical and organisational measures to guarantee a level of security appropriate to the risk.
Data will be processed to pursue the legitimate interest of the Data Controller as envisaged by art.6.f of the Regulation.
DATA COMMUNICATION, DISSEMINATION AND TRANSFER
Data may be transferred inside the European Union where other offices and/or servers of Generali Investments or the Generali Group are present.
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In connection with the processing of the data described in this document, the data subject may exercise their rights as contemplated by the Regulation (arts.15-21), including:
To exercise these rights, the user may apply to the DPO by sending an email to the following address: [email protected]
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If at any time the data subject deems that the purpose of processing by the company is no longer necessary or useful, they may notify the company accordingly so that the data may be immediately erased.
To exercise this right, the data subject may apply to the DPO by sending an email to the following address: [email protected]
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MIFID INVESTMENT PROFILES
For the purpose of this web-site, Institutional Investor indicates the MiFID category of Eligible Counterparties (ECP). This category receives the lowest level of protection under MiFID and it refers to an entity to which a credit institution or an investment firm provides the services of reception and transmission of orders on behalf of clients and/or execution of such orders and/or dealing on own account:
a. Investment Firms or other investment firms;
b. Credit institutions;
c. Insurance companies;
d. UCITS and UCITS management companies;
e. Pension funds and their management companies;
f. Other financial institutions authorized by a Member State or regulated under Community legislation or the national law of a Member State;
g. Commodity dealers and ‘locals’ on exchanges;
h. National governments and their corresponding offices, including public bodies that deal with public debt;
i. Central banks and supranational institutions.
If such clients are provided with investment advice, they will be treated as Professional clients instead.
It is the responsibility to the subject that enters in the area of the web-site denominated “Institutional Investors” to verify its own quality and the belonging to such category.
For the purpose of this web-site, Professional Investor refers to the entities that are not classified as an Eligible counterparty according to MiFID but who possesses the experience, knowledge and expertise to make its own investment decisions and properly assess the risks.
In order to be considered as a Professional Investor, the client or prospective client shall be:
(i) an entity authorized or regulated to operate in the financial markets, such as:
(a) Credit institutions;
(b) Investment Firms;
(c) Other authorized or regulated financial institutions;
(d) Insurance undertakings;
(e) Collective investment schemes and management companies of such schemes;
(f) Pension funds and management companies of such funds;
(g) Commodity and commodity derivatives dealers;
(h) Locals;
(i) Other institutional investors.
(ii) Large undertakings can also qualify as Professional Investors if they meet at least two of following size requirements on company basis:
1. A balance sheet total of at least EUR 20 million;
2. Net turnover of at least EUR 40 million;
3. Own capital of at least EUR 2 million.
(iii) National and regional governments, public bodies that manage public debt, central banks, international and supranational institutions such as the World Bank, the International Monetary Fund, the European Central Bank, the European Investment Bank and other similar international organizations.
(iv) Other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitization of assets or other financial transactions. The entities mentioned above are considered to be professionals.
This category receives a lower level of protection than Retail clients
It is the responsibility to the subject that enters in the area of the web-site denominated “Professional Investors” to verify its own quality and the belonging to such category.
For the purpose of this web-site, Private Investor indicates the MiFID category of Retail clients. All the clients or prospective clients that do not fall under the classification of Professional Investors or Institutional Investors have to be considered as Private Investors according to this web-site.
This is the classification that offers the most protection and imposes the most requirements in terms of communication, disclosure and transparency.
It is the responsibility to the subject that enters in the area of the web-site denominated “Private Investor” to verify its own quality and the belonging to such category.
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