Investment Roadmap | Italmobiliare

Sustainability is a founding pillar of Italmobiliare's growth strategy, which plays an active and continuous role in the process of portfolio growth and enhancement through full ESG integration at all stages of investing. This path of value creation and sustainable development begins with preliminary due diligence and continues over time through a program defined by Italmobiliare and tailored to the specificities of each company.

PRE-INVESTMENT

NEGATIVE SCREENING Italmobiliare does not invest in companies operating in identified sectors considered not in line with the sustainability strategy defined by the holding company

POSITIVE SCREENING Capability to contribute to SDGs
Promotion of social or environmental characteristics and good governance

ESG DUE DILIGENCE Throughout entire value chain,
including climate risk and taxonomy

Year 1 ONBOARDING

IMPRINTING Diverse and qualified BoD
UN Global Compact
Women's Empowerment Principles
SBTi Commitment
100% renewable energy

GOVERNANCE Code of Ethics
Sustainability Policies
Model 231: business integrity
Partnership Charter

STRATEGY Materiality analysis
ESG & SDGs assessment
Gap analysis
ESG Plan

Year 2+ VALUE
CREATION

GOVERNANCE Sustainable procurement
Certified management systems
ESG Rating
Sustainability Report

SOCIAL Diversity, equity & inclusion
Health, safety and well-being
Continuous training
Career management
Product/service stewardship
Community investments

ENVIRONMENT Decarbonisation strategy (SBTi)
Renewable or recycled materials
Responsible packaging
No-deforestation practices
Biodiversity conservation

EXIT or
NEW CYCLE

ESG INFO Transparency on ESG performance
and on sustainable transformation achieved

MISSION LOCK Search for buyer
that could continue the ESG process