The Value of Dialogue for Sustainable Development We contribute to maintaining equilibrium in the economy, favouring financial inclusion. We promote a culture of inclusion to build a sustainable financial system We engage our Stakeholders in the Sustainability Strategy We build relationships based on trust
Persone
People
Diversity is a unique asset

We  recognize the unique value of people. That’s why we promote pathways to enhance and develop professional skills. Because the growth of each individual is the growth of the Group.

Environment
Environment
Our commitment to the planet

We believe in sustainable growth that respects and values the environment. For this reason, we are constantly committed to reducing the environmental impacts generated by our activities.

Sustainable Future
Sustainable Future
We support the equilibrium of the financial system

Together with our Stakeholders, we promote initiatives for the benefit of local areas and community wellbeing.

Transparency
Transparency

In our behaviour and communication.

Respect
Respect

To value the interests of our stakeholders and promote an inclusive environment.

Involvment
Involvment

For constant interaction that builds trust.

Dialogue
Dialogue

To understand every need and build positive relationships.

Integrity
Integrity

To uphold procedures and regulations that protect all stakeholders.

2017

First publication of the Consolidated Non-Financial Statement (CNFS) and start of the integration of Sustainability into corporate strategy.

 

2018

Drafting of the Policy for the preparation of the Consolidated Non-Financial Statement.

2019

Beginning of the internationalization process: including Altamira Asset Management S.A. (now doValue Spain) and its subsidiaries in Portugal and Cyprus in the reporting scope.

2020

Inclusion of doValue Greece in the reporting scope with the fourth Consolidated Non-Financial Statement. Start of continuous dialogue with major ESG Rating Agencies, MSCI, Sustainalytics, and Moody’s Analytics.

2021

Publication of the 2021–2023 Policy and Sustainability Plan, and improvement of the Group’s ESG Rating from “A” to “AA” by MSCI ESG Ratings.

2022

Expansion of Stakeholder categories involved in engagement activities and achievement of 2022 Sustainability Plan targets. ESG Risk Rating improvement from “Medium Risk” to “Low Risk” by Sustainalytics and definition of the Charter of Values.

2023

Achievement of 21 targets of the 2021–2023 Sustainability Plan. Upgrade by MSCI and Moody’s Analytics from “AA” to “AAA” Leader rating and from “Limited” to “Robust” respectively. Definition of ESG Targets 2024–2026.

2024

The Sustainability principles have been incorporated into the 2024 - 2026 Industrial Plan.