Responsible investments

360-degree responsible approach, also in the investment process

Our strong commitment to sustainability also applies to the investments’ decision processes of Equita Capital SGR, the subsidiary directly involved in the asset management activities of the Group and ranging from UCITS to AIF funds, from portfolio management services to investment advisory.

PRI logo

Since November 2019, when it became operational, the management company became a signatory of the United Nations’ six Principles for Responsible Investment (UNPRI).

A responsible investment policy based on these principles is currently in progress. This policy will include our strong commitment to include ESG factors when making investment decisions.

We firmly believe that adopting a formalized process to identify, analyse and manage ESG factors can mitigate any financial and operational risks, as well as increase long-term investment value. By having a policy which includes ESG criteria, we support our asset management team to adopt a decision making process that creates value for both the investors as well as all our stakeholders.

The strong commitment to sustainable investments has been formalised in the CSR Strategic Plan 2020-22 of the Equita Group..


Team Equita Capital SGR