Memberships and awards

The associations of which we are part and our awards on sustainability.

Memberships

The Italian Sustainable Investment Forum (ItaSIF)

We have been ordinary members of The Italian Sustainable Investment Forum (ItaSIF) since May 2019. Founded in 2001, the Forum for Sustainable Finance is a multi-stakeholder non-profit association: its members include financial operators and other organisations interested in the environmental and social impact of their investments.

 

The association promotes knowledge and practice of sustainable investment to spread the integration of environmental, social and governance (ESG) criteria into financial products and processes.

European Corporate Governance Institute - Institutional Membership

We are members of ECGI as Institutional Member, the category open to individuals, institutions and enterprises.

Founded in 2002, ECGI is an international scientific non-profit association providing a forum for debate and dialogue between academics, legislators and practitioners, focusing on major corporate governance issues. Its primary role is to undertake, commission and disseminate leading research on corporate governance. Based upon impartial and objective research and the collective knowledge and wisdom of members, it can advise on the formulation of corporate governance policy and development of best practice and undertake any other activity that will improve understanding and exercise of corporate governance.

Awards

Thanks to our model, our approach and attention to sustainability, we have distinguished ourselves for the following awards:

MIB ESG Index

Banca Generali joins the MIB ESG, the new ESG (Environmental, Social and Governance) index dedicated to Italian blue-chips, designed by Euronext and Borsa Italiana to identify the major listed national issuers with the best ESG practices.

What is the MIB ESG Index?

The MIB ESG index combines the measurement of economic performance with ESG assessments in line with the principles of the United Nations 2030 Agenda.

The composition of the index is based on the analysis of ESG criteria by Vigeo Eiris (V.E.), a Moody's ESG Solutions company, which assesses the ESG performance of issuers.

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Institutional Investor

According to the survey conducted by Institutional Investor, among 1200 analysts and institutional investors, we are first in the world of financial services where we have been awarded as:

  • Most Honored Bank in the "Small & Mid caps - specialty & other Finance", a category that includes private banking, financial fintech and asset management companies from all over Europe, ahead of the German Dws and Anima;
  • Top Ranked ESG Company, first place in the reporting of sustainable investments thanks to the initiatives in the platform dedicated to the ESG portfolio for customers and tailor-made reporting;
  • Best CEO and Best CFO, at the top of the podium in financial services segment.

Institutional Investor is a benchmark in financial communications and the survey conducted annually by the research team rewards quality and transparency in the financial relations of listed companies with the audience of investors.

Standard Ethics

The London-based company Standard Ethics - specialized in the analysis of sustainable finance - has raised our Outlook from "Stable" to "Positive", confirming the Banks' rating to "EE".

ESG (Environmental, Social and Governance) reporting is aligned with European good practices with appreciable references to international sustainability strategies (references also present within other corporate documents). Banca Generali's policies appear advanced in numerous areas such as: the environmental agenda; information sharing with the market and dialogue with investors; human resource management; corporate welfare; gender equality in top management; the prevention of offenses; risk management and the control system; dematerialization and ESG finance.

The Bank appears to be aligned with most international sustainability strategies. Despite the independence of the individual companies, the policies of the Assicurazioni Generali Group appear to be consistent.

ISS Institutional Shareholders Services

We have received a positive evaluation from ISS - Institutional Shareholder Services on ESG (environmental, social and governance) issues.

We have been awarded a:

  • Social Score of 2, in which 1 is the highest level of disclosure and 10 is the lowest;
  • Governance Score of 2, on a scale in which 1 is the lowest level of risk and 10 is the highest;
  • Environment Score of 2, in which 1 is the highest level of disclosure and 10 is the lowest.

Integrated Governance Index 2021 - Top 5 ESG Identity

Banca Generali is ranked in the top five most virtuous companies in the sustainability arena in the 'ESG Identity' rankings: the quantitative analysis prepared by EticaNews through a questionnaire sent to a sample of listed and unlisted Italian companies to evaluate their alignment with an ESG purpose to be integrated into the company's culture, compliance and strategy.

The IGI Company ESG Identity label

The label certifies the company's ability to expose itself to these three areas and signals the activation of a serious path of transformation and evolution of its identity in an ESG key.

Best Employer 2021 - German Quality and Finance Institute

Banca Generali is the best place to work in Italy in the finance and private banking industry.

This was confirmed by independent research conducted by the German Quality and Finance Institute, which analysed the panorama of large companies in Italy to assess which are the best employers in each sector.

In its analysis, the German Institute of Quality and Finance took into consideration 27 indicators including working climate, professional development, growth prospects, sustainability and corporate values.

Through a mix of direct analysis, social listening and the use of artificial intelligence, the Institute then determined the ranking and awarded medals in the field of employee welfare, which has taken on an additional dimension and social significance with the pandemic.

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Best Financial Advisors Network in Italy - German Quality and Finance Institute

Banca Generali Private is the best financial advisor network in Italy in terms of client satisfaction.

The recognition comes from the German Quality and Finance Institute, which, through independent research conducted on end-customers, has lined up the financial advisors best able to meet the wealth planning needs of Italians.

Driving the opinion of clients, in the German Institute's research, is the broad spectrum of solutions offered and the evolved digital architecture that, especially during the pandemic, represented a strong added value in the ability to respond effectively to the needs of our clients.

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Best Asset Manager 2022 - German Quality and Finance Institute

According to the analysis conducted by the German Quality and Finance Institute, Banca Generali and its Asset Managers are the "Best Asset Managers 2022".

The analysis, conducted on the investment portfolios of the country's largest financial operators, saw the Bank in first place in traditional asset management and in second place in "green" asset management, i.e. asset management with a strong sustainability matrix.

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Discover our Sustainability Performance

Concrete and measurable actions: this is how we demonstrate our commitment to sustainability.