BancoPosta Fondi SGR
BancoPosta Azionario EURO fund ESG strategy to control and contain carbon emissions
With the aim of pursuing sustainable growth, contributing to sustainability issues such as the fight against climate change and mitigating the negative effects of investments on the environment and society, BancoPosta Fondi SGR has provided for the inclusion in the ESG investment policy of the BancoPosta Azionario Euro fund of an ESG strategy - in competition with the others already present - that aims to control and contain carbon emissions.
Definition of proprietary methodology for the identification of Sustainable Investments according to SFDR Art. 2 (17) - Proprietary Sustainability Indicator
With the aim of strengthening BancoPosta Fondi tools for measuring and monitoring the sustainability performance of the financial products it sets up, it has expanded the indicators for measuring/monitoring the level of sustainability of the portfolios it manages, in order to quantify the percentage of Sustainable Investments of the funds, in particular the Poste Investo Sostenibile product, and to identify the investable universe for an Art. 9 fund, to be set up in the future.
Definition of the concept of a strategy that integrates sustainability targets pursuant to Art. 9 SFDR
In order to enrich the AMC sustainability strategy and expand the ESG fund offering, BancoPosta Fondi has developed a concept for a product that complies with Art. 9 SFDR. The elaboration of the concept took place at the end of a process that included the following steps: context analysis with respect to regulatory provisions, market benchmarking, discussion with the Money Managers, definition of sustainable investments, identification of the target market, definition of an operational set-up/placement plan and timing.
Inclusion in the ESG investment policy of at least 2 funds of an ESG strategy to control and limit carbon emissions
With the aim of pursuing sustainable growth, contributing to sustainability issues such as the fight against climate change, mitigating the negative effects of investments on the environment and society, BancoPosta Fondi has planned to include in the ESG investment policy of at least two funds an ESG strategy - also in competition with others already in place - that aims to control and contain carbon emissions.
Integration of additional ESG strategies into retail funds
For the purposes of enriching the AMC sustainability strategy and product range applying ESG strategies, BancoPosta Fondi has planned to expand the AMC ESG product range to include additional ESG strategies in retail funds that are still open for placement with a main bond component (transformation from art. 6 to art. 8 SFDR).