By becoming a signatory of the PRI (Principles for Responsible Investment) and PSI (Principles for Sustainable Insurance), PosteVita and BancoPosta Fondi SGR affirm their commitment to pursue a socially responsible management activity in line with the Group’s strategy.
The incorporation of environmental, social and governance (ESG) criteria into traditional investment processes forms one of the cornerstones of the Company’s sustainability policies. By implementing effective investment processes, the financial segment can help protect society, promote innovation and support economic growth, making an important contribution to the country’s sustainable development.
- Guidelines for Investment in Sensitive Sectors BancoPosta Fondi SGR
- Guidelines For Exercising Voting Rights And Engagement Activity BancoPosta Fondi SGR
- Poste Vita Group: Guidelines for the investment in sensitive sectors
- Guidelines on the exercise of voting rights and engagement activities of the Poste Vita Group
- Gruppo Poste Vita’s Responsible Investment Policy
- Gruppo Poste Vita’s Responsible Insurance Policy
- Responsible Investment Policy of BancoPosta Fondi S.p.A. SGR
The incorporation of environmental, social and governance (ESG) criteria into traditional investment processes forms one of the cornerstones of the Company’s sustainability policies. By implementing effective investment processes, the financial segment can help protect society, promote innovation and support economic growth, making an important contribution to the country’s sustainable development.
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Development of insurance products with social and environmental value | Promoting a sustainable corporate culture in investment services | Poste Vita and BancoPosta Fondi SGR signatories of the Principles for Responsible Investment since 2019 |
In January 2021, Morningstar ranked BancoPosta Fondi SGR among the top 50 European asset managers in the “small” category |

Objectives | Indicator (KPI) | Target | Baseline | 2021 |
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Development of initiatives on the topic of sustainable finance dedicated to internal stakeholders |
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2021 | New |
Gradual inclusion of an ESG component in Poste Vita investment products |
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2020 |
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Increase BancoPosta Fondi SGR investments involving the integration of ESG criteria |
a) benchmarks composed of ESG Indices for the Funds with benchmarks;
b) investment policies involving specific criteria for selection of financial instruments related to ESG factors for Funds without benchmarks
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2019 |
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Increase BancoPosta Fondi SGR investments involving the integration of ESG criteria |
a) benchmarks composed of ESG Indices for the Funds with benchmarks;
b) investment policies involving specific criteria for selection of financial instruments related to ESG factors for Funds without benchmarks
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2021 | New |
Monitoring of the carbon footprint of investment portfolios |
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2020 |
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New insurance protection/coverage offer for green buildings |
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2020 |
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Promote the financial inclusion of the most vulnerable social categories (risk of non-selfsufficiency and Senior customers) |
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2020 |
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Promote the proposal of protection coverage on investment policies aimed at mitigating the risks to customers' health, reducing the socio-economic impact of such events |
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2020 | 100% of products launched |
Launch on the market of the Poste Assicura digital risk protection insurance offer linked to the use of the web |
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2021 | New |
Launch on the market of the Poste Assicura specialist examinations, physiotherapy and diagnostic testing cover, purchasable by a wide target audience and which supports the need to use private healthcare in a pandemic and general decline in national healthcare spending |
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2021 | New |
Development of an offer dedicated to people with fragility |
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2020 |
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