Sustainability
Our commitment to sustainabilty
Sustainability is consistently integrated into the EQUITA business model. Our services dedicated to sustainability include investment products on infrastructure renewables, financial advisory in the issue of green and sustainability-linked bonds, ESG research reports, events and conferences dedicated to hot topics, and much more.
EQUITA is also constantly involved in innovative sustainable finance initiatives and is a former member of the Sustainable Finance Partnership of Borsa Italiana - Euronext.
Our ESG priorities
As Italy’s leading independent investment bank and a benchmark in the financial sector, EQUITA recognizes its responsibility to operate in a sustainable and transparent manner. This role entails a commitment to maintaining a constant balance between economic competitiveness, environmental sustainability, and social responsibility. Our objective is to create value for all stakeholders and to actively contribute to the achievement of the Sustainable Development Goals (SDGs) set out in the United Nations 2030 Agenda.
For EQUITA, sustainability represents a strategic lever for development, fully integrated into the Group’s business model and decision-making processes. It is not an ancillary element, but rather a cross-cutting approach that guides our long-term vision, in line with our role as a financial intermediary and responsible capital manager.
This vision translates into a clear strategy that identifies five key sustainability objectives, guiding the Group’s day-to-day activities and strategic choices toward a positive and lasting impact
Employee well-being
through concrete corporate welfare initiatives and the development of professional pathways for young talents
Enhancing client and financial community satisfaction
also through service quality measurement tools and investments in cybersecurity
Supporting the social and economic development of our community
through cultural, social, and educational projects promoted by the EQUITA Foundation and through partnerships with universities, associations, and non-profit organizations
Young 4 Future
a strategic commitment to fostering the growth of young people both within and outside the company, with a focus on education, inclusion, and professional development
Climate Action
implemented through the monitoring of our carbon footprint and the adoption of initiatives aimed at mitigating environmental risks, with a prudent and responsible approach to climate challenges
Employee well-being
through concrete corporate welfare initiatives and the development of professional pathways for young talents
Enhancing client and financial community satisfaction
also through service quality measurement tools and investments in cybersecurity
Supporting the social and economic development of our community
through cultural, social, and educational projects promoted by the EQUITA Foundation and through partnerships with universities, associations, and non-profit organizations
Young 4 Future
a strategic commitment to fostering the growth of young people both within and outside the company, with a focus on education, inclusion, and professional development
Climate Action
implemented through the monitoring of our carbon footprint and the adoption of initiatives aimed at mitigating environmental risks, with a prudent and responsible approach to climate challenges
The Governance Structure of EQUITA Group
Since 2019, EQUITA has embarked on a structured path aimed at strengthening its ESG commitment, by establishing dedicated governance bodies and introducing organizational safeguards to ensure oversight, coordination, and implementation of sustainability strategies at Group level.
The Board of Directors has assigned the role of CSR Manager to the Chief Executive Officer, recognizing sustainability as a strategic and cross-cutting element of corporate management
The CSR Committee was subsequently established as an advisory and propositional body which, based on internal regulation, supports the Board of Directors in the analysis of sustainability-related scenarios and coordinates the implementation of the ESG strategy. The Committee is characterized by a heterogeneous composition in terms of gender, role, and generation
In 2022, within EQUITA Capital SGR, an ESG Committee was established with the aim of overseeing the integration of sustainability criteria into investment processes, in line with SFDR regulation and the SGR’s Responsible Investment Policy
Over the years, EQUITA has adopted numerous measures aimed at promoting an integrated sustainability culture:
- Adoption of a Code of Ethics and Conduct, updated in 2022 to explicitly include ESG topics, and of the Model pursuant to Legislative Decree 231/2001, which governs aspects related to corporate ethics, the prevention of corruption and money laundering, crimes related to environmental and social sustainability, as well as workplace health and safety.
- Signing of the Principles for Responsible Investment (UN PRI) by EQUITA Capital SGR.
- Introduction of a Diversity Policy within corporate bodies.
- Voluntary adoption of the Corporate Governance Code of the Italian Stock Exchange.
- Integration of ESG principles into Remuneration Policies, training plans, whistleblowing procedures, and the management of conflicts of interest.
- Definition of an ESG Risk Management process for EQUITA SIM and EQUITA Capital SGR, with a particular focus on monitoring climate and environmental risks.
The Double Materiality Assessment (DMA)
In 2025, EQUITA carried out, for the first time and on a voluntary basis, a double materiality analysis, involving exclusively internal stakeholders. This initiative represents a significant step in strengthening our commitment to transparent and strategically oriented ESG reporting.
The main objective of the DMA was to identify, in a structured manner, the most relevant Impacts, Risks, and Opportunities (IROs) for the Group, taking into account the specific characteristics of our business lines, the geographic areas in which we operate, and the features of our value chain.
Results: Key Highlights
The analysis highlighted the most significant ESG priorities for EQUITA, reflecting both the impacts the Group has on the environment and society, and the risks and opportunities that may affect its economic and financial performance. The results confirm the importance of key topics such as:
- climate change,
- sustainable innovation,
- people development and empowerment,
- strengthening governance.
These elements are confirmed as key drivers of responsible growth and of the Group’s long-term success, in line with the five strategic ESG priorities defined by EQUITA.
| ESG Topic | Reason | |
|---|---|---|
| 1 | Employee well-being | EQUITA recognizes human capital as a central element for sustainable growth and is committed to fostering an inclusive, healthy, and stimulating working environment. |
| 2 | Equal opportunities | EQUITA undertakes to ensure equal opportunities for all employees, countering all forms of discrimination and promoting a corporate culture based on respect, inclusion, and the enhancement of diversity, in line with the ethical values and sustainability principles adopted |
| 3 | Supporting the social and economic development of our community | Through the Fondazione EQUITA, EQUITA Group supports initiatives benefiting institutions and local communities, developing projects aimed at promoting collective well-being and social development |
| 4 | Good governance | EQUITA operates in accordance with the highest standards of corporate conduct, in line with its Code of Ethics and best governance practices. It also promotes the adoption of these principles throughout the entire value chain, encouraging responsible and transparent behavior among its partners and suppliers |
| 5 | ESG Strategy | ESG factors and sustainability principles are integrated into the company’s business model and decision-making processes, with the aim of consciously managing environmental, social, and governance-related risks and opportunities, thereby contributing to the creation of sustainable long-term value. |