Sapienza Università di Roma

Université Côte d'Azur

Sustainable Finance / Climate Risk / ESG Impact Performance / Corporate Sustainability

- Market ESG trends and stakeholders’ expectations analysis (worldwide perimeter)
- Monitoring of Greenwashing risks in the market
-  Development of a ESG proprietary methodology for indirects investments due diligence (SFDR art.6, 8, 9 and EU taxonomy, PAI, SDGs)
- Development of an database (Python code)  and monitoring of ESG due diligence for indirect and direct investments funds (+35 AMs and 350 funds)
- ESG market benchmarking (products, ESG strategies, ESG integration, biodiversity…)
- Responsible of Consumer Staples Sector analysis and deforestation topic
- Responsible of Utilities Sector analysis
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Head of SRI (Socially Responsible Investments)
April 2010 - November 2022
- Conception of the SRI strategy and ESG Best-Effort Analysis Methodology and internal database (S.A.R.A);
- Creation and management of the SRI department: up to 8 analysts;
- Responsible for the ESG analysis (531 companies in MSCI Europe + other indexes);
- Responsible for the Group Ethical Filter: conception of a negative screening methodology for a perimeter of 5,000 companies (worldwide);
- Responsible for the carbon footprint project: elaboration of the 1st Group Generali carbon footprint in the respect of the Article 173 of the French law and the energetic transition strategy;
- Sales relationships with international clients and conception of the Thematic funds (SRI ageing population)
- Responsible for the Group Proxy voting and engagement (from 2010 to 2016);
- Responsible for the luxury and energy sector;
- Responsible for the SRI funds certification;
- Signatory and member of: PRI, ICGN, EUROSIF…

Generali Investments

Head of ESG Funds Analysis and Benchmarking

IMPACTIN builds unique and innovative ESG impact rating and investments analysis solutions to truly evaluate and manage the impact of investment, insurance, territories, or corporate activities.
IMPACTIN provides ESG Impact / Climate Change & Physical Risk scorecards for investment portfolios, ESG impact datasets for countries, territories, and listed companies, and other Sustainable Finance services such as Thematic ESG Impact funds library, Engagement services, etc.

IMPACTIN

Co-Founder

- Conception and development of the 1st ESG/SRI collaborative rating Web platfom: OpenSRI;
- Management of multicultural team;
- Conception of a supply chain rating methodology (China market);
- SRI indices ranking optimization and advisory on CSR reporting for large companies.

Intertek

Head of ESG/SRI Project

For Dexia Asset Management:
- Conception of the ESG/SRI Analysis Methodology and internal database;
- Recruitment and Management of a multicultural ESG team (7 analysts, five nationalities);
- Responsible of the ESG analysis (1,200 companies in MSCI World);
- Lobbying with the rating agencies, brokers, institutional clients (support to sales and commercial teams);
- Responsible of the energy sector and environment domain.

Dexia

Head of ESG/SRI Research

CoreRatings was an ESG rating agency owned by FIMALAC, and a sister company of FITCH RATING.
My responsibilities included:
- Specification of the ESG methodology and the qualitative and quantitative software databases (ESG indicators, etc.);
- Management of team of 6 ESG analysts (English, French);
- Sales relationships and responsible of technical and financial aspects of rating missions concerning the extra-financial risks of companies of CAC40 (Ciments Français, Eiffage, Veolia, Carrefour, Air France, EDF);
- Rating and monitoring of the energy sector and the environment domain.

CoreRatings

Head of ESG/SRI Research & Analysis

CSR Project Manager for "Les Amis de la Terre" (Friends of the Earth France)

- Research of funds/financers and technical studies on the environmental, social and economical aspects of companies:
o « How to elaborate a sustainable reporting. Recommendations considering the best practices of 122 companies », ADEME April 2000, 133 p.
o « Evaluation of the environmental improvements of the European companies certified ISO 14001 and EMAS », European Commission, June 1999, 134 p.

Franca MORRONI PÉRIN