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Incorporation of ESG criteria within Investment Policies The incorporation of ESG principles into the investment processes used by Poste Vita and BancoPosta Fondi SGR is of particular significance.

The increasing proliferation of sustainable finance and the expansion of responsible investments are testament to the fact that inclusion of ESG considerations has become a strategic pillar, consistent with the general recognition that a shared course of action is needed in order to make a substantial contribution to sustainable growth.
This conviction has, for some time now, determined the responsible Investment approach adopted by the Poste Italiane Group with regard to the investment activities of BancoPosta Fondi SGR and Poste Vita. Indeed, for some time now, this vision has been a part of the Group's strategy, with the principles of sustainability applied in all areas in which it operates, including the financial sector, in the firm belief that, thanks to its efficient investment processes, the asset management and insurance sectors can help protect society, promote innovation and support economic growth. 

Poste Vita and BancoPosta Fondi SGR have signed up to the United Nations Principles for Responsible Investments (PRI), making a formal commitment to incorporate ESG criteria in their assessment and decision-making investment processes, and to apply such criteria in relations with counterparties.

This decision results from the strong belief that integrating environmental, social and governance criteria within its investment processes is key to achieving sustainable performances over time, reducing the portfolio’s risk profile and acting in accordance with the principles of integrity and transparency.

In addition, during 2019, the Poste Vita Group and Banco Posta Fondi SGR adopted the Guidelines on the exercise of voting rights and engagement activities. The document defines the measures and procedures to ensure that voting rights are exercised in accordance with the objectives set and the corporate regulatory system, with particular reference to the Responsible Investment Policy adopted.

Finally, with the objective of monitoring investment activities in risk sectors, the Poste Vita Group and BancoPosta Fondi SGR have adopted the Guidelines for investment in sensitive sectors, defining measures to identify, assess and monitor exposure to activities that present a significant intrinsic risk from an ESG perspective and allowing environmental, social and governance aspects to be incorporated into the investment process.

Involvement in initiatives dedicated to managing ESG aspects is, in the view of the Company, important in order to contribute to the proliferation of sustainable finance and the achievement of sustainability objectives at the international level, as well as to the sustainable recovery from the impact of the Covid-19 pandemic. In this perspective, in 2021, the Group reinforced its commitment to engagement, which is a pillar of the strategy to integrate ESG into the investment processes of BancoPosta Fondi SGR and Poste Vita, in the belief that participation in collaborative initiatives is a key tool for the effective mobilisation of resources that could lead to the achievement of substantial results.


ESG criteria within Investment Policies