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
1st ESG annual report published
Adherence to the UN Global Compact
2st 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
PRI assessment on a voluntary basis. “A” Score gained
3nd 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
Achieved a score of 5 stars in “Direct – Private Equity”
4th 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
Achived 5-star rating in “Direct – Private Equity” 5 stars in the “Direct – Private Equity” and “Direct – Fixed Income – Private debt” sections
5th ESG Annual Report was published
Achieved 5-star rating in the UN PRI for Direct Funds
VCT integrated into a web platform streamlining ESG data collection and analysis, with all historical data integrated for seamless access and ongoing performance monitoring
ESG procedure aligned with SFDR and regulatory requirements, covering all investment phases with climate risk assessments, clear roles in sustainability risk management, PAI indicator oversight, data collection, and semi-annual monitoring supported by strong governance
Climate risk analyses ongoing for Article 6 and Article 8 Funds
Published 1st TCFD report, outlining our approach to climate-related risks and opportunities
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
1st ESG annual report published
Adherence to the UN Global Compact
2st 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
PRI assessment on a voluntary basis. “A” Score gained
3nd 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
Achieved a score of 5 stars in “Direct – Private Equity”
4th 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
Achived 5-star rating in “Direct – Private Equity” 5 stars in the “Direct – Private Equity” and “Direct – Fixed Income – Private debt” sections
5th ESG Annual Report was published
Achieved 5-star rating in the UN PRI for Direct Funds
VCT integrated into a web platform streamlining ESG data collection and analysis, with all historical data integrated for seamless access and ongoing performance monitoring
ESG procedure aligned with SFDR and regulatory requirements, covering all investment phases with climate risk assessments, clear roles in sustainability risk management, PAI indicator oversight, data collection, and semi-annual monitoring supported by strong governance
Climate risk analyses ongoing for Article 6 and Article 8 Funds
Published 1st TCFD report, outlining our approach to climate-related risks and opportunities
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.
