Managed Funds
classificati art.8 ex. Regolamento UE 2019/2088
Equiter Infrastructure II Fund (EIF II)
Equiter SGR is the delegated manager of Equiter Infrastructure II Fund (EIF II), dedicated to equity investments in infrastructure assets in Italy, with a focus on innovation and social/ environmental themes. EIF II is a reserved closed-end Italian alternative investment fund that promotes environmental and social characteristics pursuant to Article 8 of the SFDR Regulation. The Fund's primary objective is to invest in the Infrastructure sector, in companies presenting innovation profiles and/or social and environmental impact.
Both during the preliminary assessment of investment opportunities and in the subsequent definition of asset management and value-creation plans, the SGR emphasises environmental and social sustainability factors, investing in companies adopting governance best practices and sound environmental standards. In collaboration with the social and environmental impact Advisor Tiresiathe international research centre of the School of Management of Politecnico di Milano, the SGR employs integrated preliminary planning, ongoing measurement and ex-post evaluation tools and processes, in order to ensure continuous, quantitative and qualitative monitoring and assessment of compliance with the Fund’s sustainability objectives and of the impact generated by each investment.
While the Fund promotes environmental or social characteristics in its investments, it does not have sustainable investment as its objective.
Semi-Annual Reports and Sustainability Disclosure of the EIF II Fund
Equiter Infrastructure III Fund (EIF III)
Equiter SGR has established the Equiter Infrastructure III Fund (EIF III), currently in fundraising phase, dedicated to equity investment in infrastructure assets with a particular focus on the energy, transport, social and digital infrastructure sectors.
EIF III is a reserved closed-end Italian alternative investment fund that promotes environmental and social characteristics pursuant to Article 8 of the SFDR Regulation. The Fund's primary objective is to invest in the infrastructure sector, targeting companies presenting sustainable characteristics. In line with its ESG Policy, the SGR carries out screening, investment, monitoring and divestment activities taking ESG factors into account, investing in companies adopting governance best practices and sound environmental standards. Equiter SGR periodically monitors the alignment of portfolio companies with its set of ESG criteria, fostering dialogue with portfolio companies on sustainability-related matters. These activities are performed by the SGR with the support of external consultants, with the aim of pursuing compliance with the characteristics promoted by the Fund. The SGR reports on the ESG performance of investee companies in the Annual Sustainability Report..
While the Fund promotes environmental or social characteristics in its investments, it does not have sustainable investment as its objective.
Advisry Funds
Equiter SGR S.p.A. acts as advisor to the Eurizon ECRA Infrastrutture Funds, established by Eurizon Capital SGR S.p.A. and managed under delegation by Eurizon Capital Real Asset SGR S.p.A.
The Eurizon ECRA Infrastrutture Funds comprise the AIF named "Eurizon ECRA Infrastrutture" and the ELTIF named "Eurizon ECRA Infrastrutture ELTIF".
For further information on Equiter SGR's sustainability characteristics, please refer to the Sustainability