The DeA Capital Group
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.
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.
ESG preliminary assessment and framework. Investors surveys
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)
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
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
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
3rd ESG Annual Report was published
Evolution and update of the VCT, including the calculation of the Principle Adverse Impacts (PAI) with reference to Article 8 Funds
Climate risk analysis was conducted for Article 8 and Article 6 Funds
Integration of analyses of climatic and environmental risks into the business strategy, as required by Banca d’Italia
The establishment of DeA Agro II marked the inception of the first Article 9 fund
ESG preliminary assessment and framework. Investors surveys
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)
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
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
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
3rd ESG Annual Report was published
Evolution and update of the VCT, including the calculation of the Principle Adverse Impacts (PAI) with reference to Article 8 Funds
Climate risk analysis was conducted for Article 8 and Article 6 Funds
Integration of analyses of climatic and environmental risks into the business strategy, as required by Banca d’Italia
The establishment of DeA Agro II marked the inception of the first Article 9 fund
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.
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.
DeA Agro II was established in 2023 but will be officially launched in 2024. DeA Agro II is a fund classified as an Article 9 fund under the Sustainable Finance Disclosure Regulation (SFDR). Article 9 funds are investment products that promote environmental or social characteristics, or have a sustainable investment objective, according to the SFDR. These funds are specifically designed to have a substantial positive impact on sustainability factors and are subject to stricter disclosure requirements compared to other types of funds.
