Generali Group

Italy

$657B in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Policy Engagement Score

Top Line Target

Climate neutrality

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$11.9B
-4%
3.6%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $11.9B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
PGE Polska Grupa Energetyczna SA26.1%
Enea SA10.2%
Enel SpA7.7%
Iberdrola SA6.2%
Engie SA5.9%
Tauron Polska Energia SA4.6%
CEZ as4.6%
Polenergia SA3.7%
EDP Energias de Portugal SA3.2%
Nextera Energy Inc2.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Stellantis NV19.2%
Suzuki Motor Corp18.3%
Renault SA9.6%
Volkswagen AG8.5%
General Motors Co8.2%
Honda Motor Co Ltd7.2%
Mercedes Benz Group AG6.5%
Ford Motor Co5.5%
Geely Automobile Holdings Ltd4.8%
Toyota Motor Corp4.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Jastrzebska Spolka Weglowa SA89.2%
Glencore PLC10.8%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
TotalEnergies SE18.1%
Polskie Gornictwo Naftowe i Gazownictwo SA17.8%
MOL Magyar Olajes Gazipari Nyrt8.5%
Shell PLC6.9%
Eni SpA6.1%
Chevron Corp5.4%
Equinor ASA5.3%
Exxon Mobil Corp4.6%
OMV AG3.3%
EQT Corp3.1%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
Luxembourg
$1.33B
N/A
N/A
Luxembourg
$1.13B
N/A
N/A
Luxembourg
$852M
1.8%
N/A
Luxembourg
$530M
25.2%
74%
Luxembourg
$511M
5.7%
-16%
Luxembourg
$394M
2.3%
N/A
Luxembourg
$250M
0%
N/A
Czech Republic
$240M
N/A
N/A
Luxembourg
$219M
14.2%
-37%
Luxembourg
$188M
3.7%
-8%
Luxembourg
$182M
8.1%
-1%
France
$182M
N/A
N/A
Luxembourg
$131M
N/A
N/A
Luxembourg
$122M
11.4%
-15%
France
$111M
N/A
N/A
France
$107M
N/A
N/A
France
$105M
N/A
N/A
France
$105M
N/A
N/A
Poland
$100.0M
10.7%
-11%
France
$98.8M
16.0%
-16%
Slovenia
$91.8M
N/A
N/A
France
$88.6M
19.8%
-11%
France
$86.7M
2.6%
N/A
Luxembourg
$66.6M
N/A
N/A
Slovenia
$66.1M
N/A
N/A
Slovenia
$65.5M
N/A
N/A
Czech Republic
$63.4M
0%
N/A
Czech Republic
$62.4M
62.9%
-16%
Luxembourg
$61.5M
11.8%
-4%
Ireland
$59.1M
16.9%
-10%
Switzerland
$58.9M
0%
N/A
Slovenia
$54.5M
N/A
N/A
Slovenia
$52.4M
N/A
N/A
Czech Republic
$49.8M
N/A
N/A
Luxembourg
$46.1M
11.8%
-7%
Slovenia
$45.9M
N/A
N/A
Luxembourg
$43.8M
5.9%
21%
Luxembourg
$41.8M
7.1%
-11%
Luxembourg
$41.4M
1.9%
N/A
Slovenia
$37.9M
N/A
N/A
France
$34.2M
0%
N/A
Slovenia
$28.9M
N/A
N/A
Switzerland
$28.6M
1.8%
N/A
Czech Republic
$27.4M
14.0%
2%
Luxembourg
$26.5M
0%
N/A
Czech Republic
$22.9M
1.4%
N/A
Luxembourg
$21.7M
N/A
N/A
Slovenia
$20.7M
N/A
N/A
Ireland
$15.5M
1.2%
N/A

Policy Engagement

C-
Performance Band

65%
Organisation Score

51%
Relationship Score

Detailed Evidence Used to Assess Generali Group

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Generali Group - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
56%
 
56%
 
51%
 
51%
 
26%
 
26%
 
71%
 
71%
 
52%
 
52%
 
49%
 
49%