Your browser version is not updated, please update it.

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.
 
 
HIGHLIGHTS
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
Sustainable Finance
Objectives Indicator (KPI) Target Baseline 2021
Development of initiatives on the topic of sustainable finance dedicated to internal stakeholders
  • No. of initiatives
  • 4 by 2024
2021 New
Gradual inclusion of an ESG component in Poste Vita investment products
  • % of Poste Vita products with ESG elements
  • 100% by 2024
2020
  • 50%
Increase BancoPosta Fondi SGR investments involving the integration of ESG criteria
  • % of total AUM of Funds in placement with:
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
  • 50% by 2022
2019
  • 42%
Increase BancoPosta Fondi SGR investments involving the integration of ESG criteria
  • % of total AUM of Funds in placement with:
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
  • 75% by 2023
2021 New
Monitoring of the carbon footprint of investment portfolios
  • % of active management
  • 100% by 2021
2020
  • 100%
New insurance protection/coverage offer for green buildings
  • No. of insurance products for green buildings
  • Product launch and dissemination on the market by 2021
2020
  • Product dissemination on the market
Promote the financial inclusion of the most vulnerable social categories (risk of non-selfsufficiency and Senior customers)
  • Long-Term Care (LTC) products dedicated to the risk of non-selfsufficiency
  • Products dedicated to customers over 80
  • Product launch by 2021
2020
  • Marketing of products dedicated to the risk of nonself- sufficiency and products dedicated to customers over 80
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
  • % of new Life products offered to mass and affluent customers that provide coverage for serious illness and permanent disability
  • 100% by 2021
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
  • Development of offer for protection from digital risks
  • Development and launch of the offer on the market by 2022
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
  •  Development of offer
  • Development and launch of the offer on the market by 2022
2021 New
Development of an offer dedicated to people with fragility
  • Development of offer for people with disabilities
  • Development of the market offer by 2022
2020
  • Development of the offer concept