The
Responsible
Approach
Sustainability
REPORT 2024

In 2024, we further solidified our conviction that sustainability is not merely a regulatory obligation, but a fundamental strategic lever for creating long-term value, fully integrated into our investment principles.

Gianandrea Perco CEO

In 2024, we deepened our commitment to a strategy rooted in Growth, Inclusion, and Sustainability — principles that guide our investments and drive long-term, responsible value creation.

Alessandra PateraHead of Marketing, Institutional Sales, ESG

Sustainability highlights

PRI Signatory
5 ★ Direct Funds

97% of employees have a
permanent contract

GHG Emissions (Scope 1 and 2)
calculated for all the companies
within the direct funds portfolios

1st TCFD Report published

potency, acumen, wide-view

Parabuteo unicinctus (harris’s hawk)
Falcon, lat. Falco (-onis)

Our sustainable path

ESG preliminary
assessment and framework.

Setup of the whole
ESG Framework

ESG Strategy
PRI “A” score, Value Creation Tool,
Action Plan

ESG Approach, ESG Engagement, SFDR,
UN Global Compact

Climate Risk Assesstment
performed for Art.8 SFDR funds

Climate Risk Assessment
performed for
all funds

VCT integrated
into a web platform

LOYALTY, RESEARCH, EXPLORATION​

Diomedea chionoptera (snowy albatross)
from lat. Àlbus, white (beacuse of its feathers, or by alteration
from sp. E port. Alcatraz, onocròtalo pelican

The power of people

cooperation, laboriousness, communicativeness

Atta cephalotes (leaf cutter ant of the attini tribe)lat. formīca (from gr. Μύρμηξ) late lat. formīcŭla (dim.)

Empowering people

78 People
36% Women of total workfoce
15% Hiring rate
8% Turnover rate
97% of employees have a permanent contract

Our people by educational level in 2024

exploration, operosity, hierarchy

Apis mellifera (Honey bee)
lat. Apècula, apìcula, dim. of àpis

A responsible company

“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. All funds aim to invest in companies with strong ESG profiles, meaning they manage ESG risks or have serious ESG commitments in place compared to their peers and competitors.

“article 9” investment funds (regulation (eu) 2019/2088)

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.

ANCHORAGE, PROTECTION, RARITY​

Pinctada margaritifera (black-lip pearl oyster)
lat. ŏstrea (and ŏstreum), late lat. ostrăcon, from gr. ὄστρεον and
ὄστρακον «shell»

Our investment funds