Sustainability-related disclosures

INVL Investment Management and Life Insurance Group are integrating the consideration of sustainability risks related to value creation opportunities into investments decisions.

We aim to incorporate a responsible investment approach and contribute broadly to societal wellbeing and sustainable development through environmental, social, governance (ESG) integration, active ownership, exclusions, and our commitment to the Principles for Responsible Investment (PRI).

This information is based on the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability disclosure in the financial services sector.

Responsible investment & Sustainability risk

INVL Investment Management and Life Insurance Group assesses financial instruments sustainability risks management. The Group has adopted the Policy of Responsible Investment and Sustainability Risk Integration.


The assessment of the main adverse impacts on sustainability and other sustainability-related information

Principal Adverse Impacts on sustainability – negative, material, or potentially material effects on sustainability factors that result from, worsen, or are directly related to investment choices or advice performed by a legal entity. INVL Investment Management and Life Insurance Group currently do not take into account principal adverse impacts on sustainability factors.



Sustainability integration in products

The Group manages different types of assets (such as equity, fixed-income, money market and cash equivalents, alternative investments) through different types of legal forms (such as pension funds, investment funds, private equity, real estate and alternative funds, investment baskets, discretionary portfolio management, own book investments). The integration of addressing sustainability risk and principles for particular Fund might depend on the type of assets, strategy, term of investment.

  • “INVL Life”, UADB investment basket:
    • INVL Global Sustainable Equity sustainability‐related disclosures can be found here.