2022-24 Strategic Plan Update
BUSINESS MODEL
Advancing responsible investment and sustainable business
RESPONSIBLE INVESTMENT
AuMs of products under SFDR(1), YE23 breakdown in % of total
2.1%
AuMs under
Art. 9
44.3%
AuMs under
Art. 8
~€137 Bn
53.5%
AuMs under
Art. 6
FOSTERING SUSTAINABLE BUSINESS
Mobilisation of sustainable finance (2) since launching the Strategic Plan
€Bn (cumulative since YE21 to December 2023, ex BPI)
€5.1 Bn
Sustainable
Intermediation
~€51 Bn
(1) Includes discretionary management of CABK's portfolios, CaixaBank AM's
investment funds and VidaCaixa's pension funds, EPSV and Unit Linked.
(2) Refer to the appendix (glossary) for definition.
€45.7 Bn
Sustainable Financing
MAIN STRATEGIC INITIATIVES
CaixaBank
•
•
PRODUCT OFFERING
ESG financing solutions for companies and individuals (green
mortgage; ecoloans...)
ESG investing philosophy
RAISING AWARENESS
NGEU grant and subsidy search tools
.
Carbon footprint calculation tools
ESG engagement with issuers in VidaCaixa & CABK AM portfolios
ESG ADVISORY
Agreements with third parties to provide expert advice to clients on
energy transition and the design of carbon footprint reduction plans
TRAINING
ESG training plan - itinerary linked to sustainability
External dissemination on ESG matters
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