ESG News

The responsible approach

DeA Capital Alternative Funds SGR has long started its path to integrating the basic Principles of Responsible Investing into all its investment processes.
Since 2019 the company has pursued, across all business areas, a process of intervention that combines the creation of social value with that of financial value.

Each investor is a valuable story

 

UN Global Compact

By becoming a signatory, DeA Capital Alternative Funds will operate in a way that satisfies core responsibilities in the fields of environment, labour, human rights and anti-corruption.

By integrating the UN Global Compact’s commitments into its business, DeA Capital Alternative Funds not only accepts all the principles, but can also enhances its activities.

UN Sustainable Development Goals (SDGs)

  • 3

    GOOD HEALTH AND WELL-BEING

    Welfare services recognized to employees such as contribution to supplementary pension scheme, reimbursement of medical expenses for spouses, children and other family members, subscriptions to sports activities and travel.

  • 4

    QUALITY EDUCATION

    25 hours of training per employee.

  • 8

    DECENT WORK AND ECONOMIC GROWTH

    The number of permanent staff in TOl portfolio companies increased by 30% in 2021.

  • 9

    INDUSTRY, INNOVATION AND INFRASTRUCTURE

    Sviluppo Sostenibile and TOI 2 investment funds are sustainable products classified as art.8 under SFDR.

  • 11

    SUSTAINABLE CITIES AND COMMUNITIES

    NPL servicers questionnaire carried out.

  • 16

    PEACE, JUSTICE AND STRONG INSTITUTIONS

    Code of Ethics implemented to all portfolio companies. Organizational, Management and Control Model implementation (231 Model) to all portfolio companies.

  • 17

    PARTNERSHIPS FOR THE GOALS

    UN PRI Signatory, Engagement with AlFI to promote responsible investment in ltaly, Member of “Forum per la Finanza Sostenibile”

Signatory of

 

Five years of ESG integration achievemnts

  • 2018

    ESG preliminary assessment and framework. Investors surveys

  • 2019

    Formalization of the ESG Policy

    ESG Head appointed

    1st ESG Due Diligence delivered

    Definition of the new ESG framework

    Adherence to the Principle for Responsible Investment (PRI)

  • 2020

    ESG Champions appointed

    PRI assessment on a voluntary basis. “A” Score gained

    Value Creation Tool (VCT) developed

    1st ESG Training delivered

    1st ESG Action Plan activated for Portfolio Companies

  • 2021

    Adherence to the UN Global Compact

    1st ESG annual report published

    ESG Due Diligence and Action Plans mandatory for new Portfolio Companies

    Value Creation Tool (VCT) evolution

    Starting of a direct engagement with AIFI and Forum Finanza Sostenibile

    Sviluppo Sostenibile and Taste of Italy 2 become Art.8 SFDR compliant funds

    ESG Policy integration according to the SFDR requirements

  • 2022

    2nd ESG annual report published

    Launch of Flexible Capital, a new Art. 8 SFDR fund

    Value Creation Tool (VCT) evolution including Principle Adverse Impact Indicators (PAI)

    Physical and transitional climate risk assessment for Art.8 Funds

ESG in the investment process

Responsible investing is more than a matter of compliance with the regulatory framework. It means to achieve a comprehensive understanding of the multiple factors that may affect the investment portfolio, the underlying risks and opportunities aiming at maximizing value in the long term in a sustainable way.

In 2019, DeA Capital Alternative Funds developed internally an ESG proprietary tool to support the investment teams in ESG assessment, to monitor and to enhance companies in line with its new ESG framework. The tool was developed considering the international standards such as UN PRI, SASB and the Global Reporting Initiative Standards.

Value Creation Tool

 

Regulation, policy and disclosure

ARTICLE 8” INVESTMENT FUNDS
(Regulation (EU) 2019/2088)

Taste of Italy 2, Sviluppo Sostenibile and Flexible Capital Fund have been classified under art. 8 funds and are committed to invest in companies that promote Environmental or Social characteristics and demonstrate appreciation and commitment to sustainability throughout their activities.

 

ESG POLICY

ESG POLICY
 

ESG DISCLOSURE

ESG DISCLOSURE

ESG Team

We support

 

Value creation for the community