Financial Value Integration in a Sustainable Key

Sustainable finance – a set of processes that take ESG factors into account in investment decisions – is at the heart of EU policies.

From 10 March 2021, investment funds must define their financial products in accordance with Articles 6, 8 or 9 of EU Regulation 2019/2088, the objective of which is to ensure transparency of information relating to the sustainability of the financial products themselves.

Sapiens supports financial players in understanding the ESG aspects connected to positioning and in identifying and implementing solutions to environmental or social problems at the heart of the corporate strategy, for a repositioning of target financial products in compliance with the regulatory system.

Growing investor interest is driving a strong expansion of sustainable finance, expanding the availability of capital to finance the transition to a low-carbon economy.

Ignazio Visco, Governor of the Bank of Italy

Financial Value Integration according to Sapiens

IT IS WRITTEN

“Funds Articles 7, 8 and 9 of EU Regulation 2019/2088 – Sustainable Finance Disclosure Regulation (SFDR)”.

IT IS READ

“I understand if my company contributes to solving social and/or environmental problems, because this makes it more attractive to potential investors and increases its value on the market.”.

STRATEGIC POSITIONING PURSUANT TO ART. 6

For each financial product with Article 6 requirements, financial market participants are required to provide disclosure on whether and how these products address negative sustainability risks.

If such considerations are not made, the financial operator must provide investors with a public and detailed explanation as to why.

STRATEGIC POSITIONING PURSUANT TO ART. 8

A financial product identified under Article 8 must promote environmental and/or social characteristics.

Investment opportunities are not selected according to impact objectives identified ex ante.

Disclosures to investors must include how these characteristics are met and measured.

Sapiens accompanies companies in the process of integrating sustainability into business activities in order to align the company with the requirements of the article.

STRATEGIC POSITIONING PURSUANT TO ART. 9

A financial product placed under Article 9 has sustainable investments as its objective.

The impact target is designated ex ante.

The disclosure includes how and to what extent these investments contribute to the achievement of the impact objective and how this differs from a traditional market objective.

Sapiens provides companies with a development process that integrates business model, strategy, actions and sustainability to enable the positioning of the company according to the requirements of the article.

Advantages

Supports  investment funds in approaching sustainability by generating impacts in a comprehensive and transparent manner

Helps companies make themselves attractive to investment funds

Selects  stocks and builds investment portfolios by investors aligned with European transition objectives

Measures and evaluates the merit of the alignment of credit activities with European objectives by financial institutions

Why perform a Financial Value Analyisis with Sapiens

The world of finance, sustainable or not, can no longer ignore the measurement of ESG performance and the analysis of the impacts generated, also in light of the current European SFDR regulatory framework, which requires a precise positioning declaration.

Through the application of different methodological techniques, Sapiens works with funds, companies and advisors to rethink business models, strategies, products and services in terms of sustainability and therefore accompany the positioning and re-positioning on Articles 7, 8 and 9.

Together with the board, it directs the orientation of organizations towards the satisfaction of social needs, the redefinition of productivity along the value chain, and participation in local socio-economic development.

In particular, through the use of specific frameworks and design thinking techniques, Sapiens supports both the identification of the social and/or environmental problem that a financial product aims to solve and the development of strategies aimed at pursuing environmental and/or social objectives to be integrated into the company’s business model. A 360° strategic benefit.

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Alessandra Zeni

A graduate in Economics and Business Management, soon to graduate in International Business and Finance, I fully share the values of Sapiens. I believe in the urgency of building the foundations for a sustainable future today, and in the importance of spreading culture and awareness, because only through sharing can we generate a positive, lasting and accessible impact for all.

Diana Perales

I have a background in legal studies, with experience in corporate and contract law and an MBA in Sustainability Management. As Project Manager at Sapiens, I coordinate sustainable transition projects and multidisciplinary teams. I believe in creating shared value, thinking about future generations, and that every challenge can become an opportunity for transformation.

Clara Durosini

I am CSRD Specialist in Sapiens, graduated in Agri-food Economics, with experience in business processes, market analysis and strategic consulting.

I believe that coherence between business and values ​​is fundamental, and that sustainability can become a concrete lever for efficiency, innovation and enhancement of the supply chain, if managed with competence.

With Sapiens, I accompany companies towards paths of positive impact, helping to make sustainability recognized as a strategic resource and value creation.

Renato De Marco

I trained in consulting, artificial intelligence and industry, covering managerial roles and developing strategic partnerships. In Sapiens I contribute to business growth with vision and concreteness, convinced that innovation must guide the transition towards more responsible and aware business models, in which ethics and growth can coexist.

Elisa Rivetti

My educational path between digital economy and environmental economics has allowed me to combine sensitivity for ESG issues with a data-oriented analytical approach. At Sapiens I contribute to the construction of tailor-made sustainability paths for companies, transforming numbers into concrete strategies and actions. I believe that sustainability is not just a necessity, but a conscious choice, to be faced with responsibility and vision towards the future.

Mauro Vaia

For more than twenty years I have been a promoter, in the world of companies, organizations and societies, of a responsible approach to business, social development and personal growth. I pay particular attention to accompanying the human side of the company, because I believe that people make the difference. I am convinced that by strengthening the true mission of “doing business”, companies can, by making use of social responsibility and sustainability, generate resilience and long-term success. After having held important positions in the world of advisory consultancy, I founded, with Alessandra, Sapiens Srl SB, of which I am a partner and director. I am also the author of several essays and books including IL VALORE AL DI LA’ DI DIO, pensare uno spazio morale per le sfida del XXI secolo, Ed. Armando, 2020.

Alessandra Bresciani

In 2000, as an entrepreneur, I founded Zato Spa, a company that produces and distributes worldwide systems for the metal recovery and recycling industry, and I was its CEO until recently. I currently hold positions on the boards of directors of Private Equity Funds.

I am, together with Mauro, a founding partner and administrator of Sapiens Srl SB, because I firmly believe in the collective responsibility of identifying new perspectives and opportunities that the sustainability theme offers to those like us who want to pursue them to generate greater value in our entrepreneurial project.

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