



Merito SGR is committed to promoting environmental, social, and governance (ESG) principles through genuine efforts and its own approach. This commitment is reflected both in the managed funds investment process and in the management of the company itself through its organisational structure and corporate objectives.
This commitment is outlined in the company Sustainability and Responsible Investment Policy, which identifies the main ESG objectives that guide Merito activities and the investment decisions of the managed funds.
Merito also acknowledges the need for a conscious work and use of technology, in which the goals, the well-being of the person, their relationships with others, and the functioning of their lives are central.
THE VALUES THAT DEFINE MERITO SUSTAINABILITY APPROACH ARE AS FOLLOWS:
Equal Opportunities
Upholding principles of equal opportunities and inclusion across all dimensions, beyond just gender, while avoiding uniformity;
Environmental Impact
Promoting and supporting sustainability in the use of energy sources and natural resources;
UN SDGS
Focus on Responsible Consumption and Production, Climate Action, Clean and Affordable Energy, Gender Equality, Decent Work and Economic Growth, and Partnership for the Goals;
Flexible Work
Promotion of a culture and management of flexible work, oriented towards balance and staff satisfaction
Partnership
Support for social welfare, charities and cultural associations with strict independence.
Equal Opportunities
Upholding principles of equal opportunities and inclusion across all dimensions, beyond just gender, while avoiding uniformity;
Environmental Impact
Promoting and supporting sustainability in the use of energy sources and natural resources;
UN SDGS
Focus on Responsible Consumption and Production, Climate Action, Clean and Affordable Energy, Gender Equality, Decent Work and Economic Growth, and Partnership for the Goals;
Flexible Work
Fostering a culture of flexible work and management practices that prioritize workforce balance and satisfaction;
Partnership
Support for social welfare, charities and cultural associations with strict independence.
Merito active contribution is aligned with the following goals from 2030 Agenda for Sustainable Development adopted by the UN in 2015 (Sustainable Development Goals or SDGs).

Employ environmentally friendly production methods and reduce waste generation in order to minimise negative impacts on human health and ecosystems. This includes effective use of resources, recycling, implementing regenerative production cycles, reusing materials, mitigating and properly disposing of waste, reducing food waste throughout the production chain, utilising renewable energy sources and promoting critical consumption while decreasing chemicals emissions.

Take urgent measures against climate change and its impacts by regulating emissions and the release of chemicals into the air, soil and water. This involves promoting renewable energy, as well as implementing monitoring, mitigation and adaptation strategies throughout all value chains. The issue is a central challenge for achieving truly sustainable development. Moreover, economic development and climate are closely linked around the issues of poverty, gender equality and energy.

Ensure access to affordable, reliable, sustainable and modern energy services for each individual. Targets to be achieved by 2030 include access to affordable and reliable energy systems, as well as increasing the share of renewable energy in global energy consumption. This calls for improved energy efficiency and enhanced international cooperation to facilitate access to clean technologies and boost investment in renewable energy infrastructure.

Employ environmentally friendly production methods and reduce waste generation in order to minimise negative impacts on human health and ecosystems. This includes effective use of resources, recycling, implementing regenerative production cycles, reusing materials, mitigating and properly disposing of waste, reducing food waste throughout the production chain, utilising renewable energy sources and promoting critical consumption while decreasing chemicals emissions.

Take urgent measures against climate change and its impacts by regulating emissions and the release of chemicals into the air, soil and water. This involves promoting renewable energy, as well as implementing monitoring, mitigation and adaptation strategies throughout all value chains. The issue is a central challenge for achieving truly sustainable development. Moreover, economic development and climate are closely linked around the issues of poverty, gender equality and energy.

Ensure access to affordable, reliable, sustainable and modern energy services for each individual. Targets to be achieved by 2030 include access to affordable and reliable energy systems, as well as increasing the share of renewable energy in global energy consumption. This calls for improved energy efficiency and enhanced international cooperation to facilitate access to clean technologies and boost investment in renewable energy infrastructure.

Achieve gender equality and empower all women and girls. Ensuring them equal access to education, healthcare, decent work, as well as representation in political and economic decision-making processes will breathe new life into the sustainable economy, bringing large-scale benefits to society and humanity. Gender equality is part of the more general objective adopted by Merito of protecting and including minorities, not only gender minorities, and vulnerable groups.

Achieve gender equality and empower all women and girls. Ensuring them equal access to education, healthcare, decent work, as well as representation in political and economic decision-making processes will breathe new life into the sustainable economy, bringing large-scale benefits to society and humanity. Gender equality is part of the more general objective adopted by Merito of protecting and including minorities, not only gender minorities, and vulnerable groups.

Promote inclusive, lasting and sustainable economic growth, full and productive employment and decent work for all. Achieving higher productivity will require advanced technology and diversity, along with innovation, entrepreneurship and the development of small and medium-sized enterprises (SMEs). The aim is to reduce youth unemployment and foster the creation of jobs that provide fair economic conditions, safe working environments, and opportunities for social and professional growth.

Strengthen the implementation methods and relaunch the Global Partnership for Sustainable Development. To success of 2030 Agenda relies on partnerships among governments, the private sector, and civil society. Collaboration is essential in both private and public sectors, from the individual to the entire community. The goal calls for all stakeholders to work together, first and foremost the world of finance, trade, and industry. The finance industry must engage in responsible investments aimed at creating shared value, bringing global challenges to the agenda of economic organisations, including private ones.

Promote inclusive, lasting and sustainable economic growth, full and productive employment and decent work for all. Achieving higher productivity will require advanced technology and diversity, along with innovation, entrepreneurship and the development of small and medium-sized enterprises (SMEs). The aim is to reduce youth unemployment and foster the creation of jobs that provide fair economic conditions, safe working environments, and opportunities for social and professional growth.

Strengthen the implementation methods and relaunch the Global Partnership for Sustainable Development. To success of 2030 Agenda relies on partnerships among governments, the private sector, and civil society. Collaboration is essential in both private and public sectors, from the individual to the entire community. The goal calls for all stakeholders to work together, first and foremost the world of finance, trade, and industry. The finance industry must engage in responsible investments aimed at creating shared value, bringing global challenges to the agenda of economic organisations, including private ones.
Policy ESG
Merito Private Debt ESG Annual Report
Declaration pursuant to art. 4 Regulation (EU) 2019/2088