Our Approach
Sagitta SGR is engaged to achieve its objectives while guaranteeing the satisfaction of the community in which it operates, its customers and its employees. It is attentive to the issue of sustainability and attributes more and more value, in addition to the economic result, to aspects such as the quality, independence, reliability and the reputation of the Company in terms of social responsibility.
This means that the SGR has embarked on a transition path as an actor in a global context that needs to be changed to guarantee its sustainability, meaning a condition for a development capable of ensuring the satisfaction of the needs of the present generation, without compromising the possibility of future generations to make their own.
For these reasons, the SGR adopts an internal policy that is attentive to corporate governance, to its personnel and working environment and also to the investment initiatives of its funds which, among other things, invest in renewable energy production plants and, pursuant to the crisis and insolvency code, in companies in crisis to avoid liquidation.
The European discipline on the encouragement of long-term shareholder engagement (known as the Shareholder Rights Directive II), transposed into Italian law, provides that asset managers and institutional investors adopt and communicate to the public an engagement policy that describes the ways in which they:
- Monitor the investee companies whose shares are admitted to trading on an Italian regulated market or on another European Union member state, on relevant issues including strategy, financial and non-financial results, risks, capital structure, social and environmental impact, and corporate governance.
- Engage in dialogue with the investee companies.
- Exercise voting rights and other related rights in relation to the shares.
- Collaborate with other shareholders.
- Communicate with relevant stakeholders of the investee companies.
- Manage actual and potential conflicts of interest in relation to their engagement.
Sagitta SGR informs that investments in listed company shares do not fall within the investment strategies and policies of the funds it manages and, therefore, the SGR is not subject to the disclosure obligations set out by Directive (EU) 2017/828, as transposed into Italian law.
However, the SGR has adopted an engagement policy aimed at defining the principles, guidelines, and operational procedures it applies in the management of its alternative funds, which primarily focus on alternative and illiquid assets.