GOOD IDEAS
BRING
FRUITFUL RESULTS
PRI
We have adhered to and signed up to the United Nations Principles for Responsible Investment (PRI) and drawn up a Sustainable Investment Policy approved by our Board of Directors.
We also support Advance, a PRI stewardship initiative where institutional investors collaborate to address human and social rights issues. They leverage their collective influence with companies and other decision-makers to promote positive outcomes for workers, communities, and society. https://www.unpri.org/investment-tools/stewardship/advance
IIGCC
We are members of the Institutional Investors Group for Climate Change (IIGCC). This non-profit association brings together institutional investors globally to make significant progress towards a net-zero and climate-resilient future by 2030, in line with the objectives of the Paris Agreement. We assist investors in navigating the implementation of climate considerations in their portfolios.
Forum for Sustainable Finance
We are members of the Forum for Sustainable Finance, a non-profit association established in 2001 to promote the inclusion of environmental, social, and governance (ESG) criteria in financial products and processes in Italy. The membership base is multi-stakeholder, including financial operators and other organizations concerned with the environmental and social impact of the investments. https://finanzasostenibile.it/
EDCI
We are members of the ESG Data Convergence Initiative (EDCI), an initiative by private equity stakeholders committed to streamlining the historically fragmented approach of the private investment industry in collecting and reporting ESG data. The goal is to create a critical mass of meaningful and comparable ESG data from private companies. https://www.esgdc.org/
Our aim is to preserve and increase the wealth of our investors in the medium and long term and this can only be achieved if we take a socially responsible approach to investment,
In direct management, almost exclusively in the area of government bonds, the assessment of the various issuing countries considers a multitude of factors, including those of a non-financial nature, incorporating them into the portfolio construction process in keeping with the characteristics and limits set for each of the strategies managed.
Management by delegated mangers prioritises companies that incorporate the assessment of social responsibility into their investment process. It also ensures careful monitoring of both the actual composition of the portfolios (at individual securities level), in order to verify the investment choices made by the delegated managers, and of any disputes relating to the companies selected, identifying, where necessary, the appropriate methods of intervention in the event of specific problems.
The monitoring and containment of risks other than those of a purely financial nature are part of our daily activities and are functional not only to the investment activity but also to the more sustainable development of the society in which Fondaco’s “stakeholders” operate.
