actively promotes ESG factors through a proprietary approach.
believes that ESG factors represent a strategic element of value creation. The company intends to integrate ESG principles through a proprietary approach – – thus emerging as a distinctive player in the Italian private equity market.
is based on international best practices and principles, including the United Nations Principles for Responsible Investment (UN PRI) and the United Nations Sustainable Development Goals (UN SDGs), to guarantee a meticulous approach to the promotion of ESG factors.
is systematically applied across the following three dimensions: within the firm’s decision-making process, across investment policies and strategies, and in portfolio management. also relies on ratings and quantitative methodologies to measure and monitor ESG performance over the investment horizon.
proprietary esg approach
ESG IN
In-house ESG function in line with international best practices
Enhancement of gender diversity and equal opportunities within the team
Business activity inspired by the three pillars of sustainability – Environment, Social, Governance
Publication of a Sustainability Report in line with international best practices
Signatory of the United Nations Principles for Responsible Investment (UN PRI)
ESG IN THE INVESTMENT PROCESS
ESG principles fully integrated within the investment decision-making process
Active promotion of ESG factors across the entire investment process
Exclusion of specific sectors from the potential investment universe
Permanent participation of the Head of ESG within the Investment Committee
Creation of an ESG Committee reporting directly to the Board of Directors
ESG AT PORTFOLIO COMPANY LEVEL
ESG principles fully integrated within portfolio companies’ value creation plans
Promotion of dedicated ESG projects within portfolio companies to increase ESG awareness and performance
Systematic monitoring of ESG performance indicators throughout the investment period and creation of reporting tools to support the Management team
Support at exit to ensure long term adherence to ESG principles
esg committee
established an ESG Committee to support the Head of ESG. The Committee is regulated by the firm’s Responsible Investment Policy.
The ESG Committee is in charge of a number of activities, including:
- supporting the Head of ESG and the Investment team in identifying the relevant ESG factors for each portfolio company
- participating in advocacy initiatives in relation to applicable ESG regulations
- defining and promoting initiatives aimed at increasing awareness of ESG factors in the corporate context
- evaluating the adherence to specific ESG initiatives (such as training initiatives, ESG ratings certified by third parties, etc.)
The ESG Committee is composed of:
FRANCESCO CANZONIERI
Chief Executive Officer and Chairman of the Investment & ESG Committees
BENEDETTA VOLPI
General Counsel
LEONARDO ADESSI
Partner and Co-Head of NCO
SIMONE DEGL’INNOCENTI
ESG Manager
our commitment
In order to uphold its commitment to responsible investment in line with international best practices, has become signatory of the United Nations Principles for Responsible Investment (UN PRI).
has identified the most relevant Sustainable Development Goals (SDGs) according to its target investment universe. Specifically, the following SDGs represent the environmental, social and governance characteristics promoted by within each portfolio company through a set of key indicators, which the firm has committed to measure and monitor on a continuous basis.
Furthermore, will evaluate – on the basis of specific characteristics of each portfolio company – to contribute to the achievement of the following SDGs.
Disclosure SFDR
Following the entry into force of the Delegated Regulation (EU) 2022/1288 (“RTS”) on the regulatory technical standards specifying, inter alia, the content and presentation of sustainability-related information on websites, Nextalia SGR S.p.A. has updated the sustainability disclosures on its website and, in particular, the disclosures pursuant to Articles 3, 4, 5 and 10 of Regulation (EU) 2019/2088 (“SFDR”). These changes intend to align the disclosures with the new features introduced by the RTS and also to provide further details with respect to the SGR’s approach on other sustainability matters considered by the SFDR.
No consideration of adverse impacts of investment decisions on sustainability factors
other disclosures