Poste Vita Group
Offering of investment products that promote environmental and/or social characteristics
In order to contribute to the achievement of the aims of the Poste Vita Group’s Responsible Investment Policy and Responsible Insurance Policy, the Company has continued to develop the offer of investment products that promote environmental and/or social characteristics, with the aim of maintaining 100% of the offering of such investment products.
Portfolio monitoring and management
In order to contribute to the achievement of the aims of the Poste Vita Group’s Responsible Investment Policy, the Company continued to monitor and manage portfolios by applying, to investment options that promote environmental and/or social characteristics, the threshold provided for by the Poste Vita Group for defining the sustainability characteristics of products. In particular, regarding investment options that promote environmental and/or social characteristics and invest in single names, the goal was set to achieve a weighted average portfolio ESG rating equal to or above the identified threshold.
Monitoring and managing portfolios by applying the thresholds identified in the sensitive sectors guideline
In order to contribute to achieving the aims of the Poste Vita Group’s Guideline for investment in sensitive sectors, the Group plans to continue monitoring and managing portfolios from an ESG perspective, with the aim of complying with exposure limits for sensitive sectors or managing any violations in line with the company’s regulations.
POE offer evolution (Poste Lavorare Protetti)
In order to contribute to the achievement of the aims of the Responsible Insurance Policy, in 2025, the Poste Vita Group completed evolution of the POE (Poste Lavorare Protetti) offer launched at the end of 2024 (including the compulsory guarantees provided for by the 2024 Budget Law - catastrophic risks) with risk pricing based on geographical coordinates
Participation in engagement initiatives
During 2025, the Poste Italiane Group continued its commitment to the engagement Climate Action 100+, Access to Nutrition US Index and Access to Medicine initiatives, to which the Poste Vita Group is a signatory. Furthermore, since 2024, the Poste Vita Group has joined the collective initiative of the Carbon Disclosure Project (CDP), an organisation dedicated to collaborative engagement, promoting corporate transparency and environmental sustainability.