Strategy and CSR plan

A well-defined strategy on Corporate Social Responsibility

Doing business with a view to sustainability, with a constant focus on excellence, is one of the main values guiding the Equita Group in its pursuit to meet its own growth targets.

We promote sustainable development which strives to understand the real needs of our stakeholders, from employees to clients, from the local and financial communities to the environment and the new generations, in order to match their expectations with our business targets.

Consistent with this commitment, some years ago we made the choice to make sustainability an integral part of our organisational model and our business decisions.


2030 agenda and Equita commitment

Equita is active part of the changes proposed in the United Nations’ 2030 Agenda for Sustainability.

We focus our CSR Strategic Plan on the SDGs No. 3, 4, 5, 8, 11, 12 and 13 and equip ourselves with a governance structure capable of continuously supporting and monitoring our commitment.


SDG 3 SDG 4 SDG 5 SDG 8 SDG 11 SDG 12 SDG 13


Strategic plan and corporate objectives

We have developed a CSR strategy closely related to the Group’s values, which is reflected in our CSR Strategic Plan 2022-24 and based on five main goals.

Our CSR Strategic Plan 2022-24 is based on different, simple but crucial macro objectives.

Download our latest report on corporate sustainability to know more about our strategy.


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Promotion of employees wellbeing
  • 14,000 training hours
  • Welfare plan
  • Medical check-up for all employees
  • Pension advise
  • Annual subscription to museums
  • Qualitative ESG indicators to assess professionals' performance
Learn more about the initiatives dedicated to our professionals
Increased satisfaction of clients and the financial community
  • Zero complaints
  • Partnership with universities
  • Equita-ALTIS ESG questionnaire
  • Equita ESG survey and research on sustainability
  • Responsible investment policy
Supporting social and economic development of the community
  • Scholarships
  • "I Fuoriclasse della Scuola" initiative
  • Alternanza scuola-lavoro
  • Partnership "Ponti X L'arte"
  • Brera|z magazine
  • Partnership with the Brera Fine Arts Academy
  • Charity initiatives
Support in the professional growth of younger generations
  • Job Rotation programmes
  • "Il cambio della guardia: Cantiere giovani 1.0 vs 2.0" initiative
  • Equita Trading for the Recovery
  • Equita Days
  • Women in Finance
Reduction of the environmental impact
  • Plastic free
  • Paper use reduction
  • Recycling policy
  • Reduction in energy consumption
  • Reduction in CO2 emissions