2022-24 Strategic Plan Update slide image

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 20
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