The growing number of signatories to the UN's Principles for Investment Responsible (PRI) shows an increasing interest in environmental, social and governance (ESG) criteria by asset owners and investment managers all over the world.
UniCredit contributes to UNEP Inquiry and Italian Ministry for the Environment report, Financing the Future.
The United Nations Environment Inquiry into the Design of a Sustainable Financial System was initiated in early 2014 with the aim of advancing policy options to improve the financial system's effectiveness in mobilizing capital for sustainable development. In 2016 the Inquiry, together with the Italian Ministry for the Environment (MATT) and a vast coalition of financial institutions, conducted a thorough review of Italian best practices within the wider process of identifying the most appropriate improvement options for individual countries, based on their specific characteristics (National Dialogue on Sustainable Finance). UniCredit contributed to the process, leading the report's stress test working group chapter and acting as a reviewer of a number of other chapters.
UniCredit included as best practice in G20 study on Environmental Risk Analysis by financial institutions
In 2016, under the Chinese Presidency, the G20 established a Green Finance Study Group. The University of Cambridge Institute for Sustainable Leadership (CISL) was invited to serve as knowledge partner and asked to review the practice of financial institutions globally in integrating environmental risks into financial decision-making. The report presents their findings and includes a number of the most significant best practices, among which UniCredit's case study.
An Empirical Analysis of the Impact of Socially Responsible Investments on Companies, by oekom research
The aim of oekom's impact study is to analyze to what extent the demands of sustainable investors and the evaluations of sustainability rating agencies (SRAs) working on behalf of these investors influence the structures, outputs and processes at the companies evaluated. Influencing companies in this way is a key motivation for many sustainability-oriented investors.
The Halo's Creed
This report outlines UniCredit's new ESG research methodology, which is based on maximizing shareholder returns and broader stakeholder returns. Our framework follows the 10 principles of the European Sustainable Development Strategy and aims to incorporate ESG issues into stock valuation and selection processes.
Unlocking Sustainable Alpha
This report provides an ESG-oriented analytical framework suited to portfolio management. It concludes that ESG risks are increasingly reflected in companies' risk profiles, although implied performance gains remain to be fully realized by financial markets.
Monitoring Germany's ESG Leaders - The UCRESGLG Index
This report introduces UniCredit group's ESG Leaders Germany Index Monitor (Bloomberg ticker: UCRESGLG Index), which provides useful information on the majority of Germany's indexes gauging socially responsible investment.