CaixaBank reaffirms its commitment to responsible investment with the 2025 PRI ratings

• VidaCaixa, CaixaBank Asset Management and BPI Gestão de Ativos have achieved the highest rating of five stars in the most relevant module –Governance, Policy and Strategy– and in measures to foster trust, which assess internal controls and audits in order to ensure the reliability of the information reported
• The Principles for Responsible Investment (PRI) are an international framework aimed at guiding investors toward incorporating environmental, social and governance (ESG) criteria into their decision-making. Each year, the signatories report their progress and receive an assessment in various modules that analyse from the strategy and governance to the incorporation of ESG factors into different asset classes
• The ratings obtained by CaixaBank Group’s insurer and two asset management subsidiaries place them above the industry average, consolidating their commitment to transparency and continuous improvement in the incorporation of environmental, social and governance (ESG) criteria
• PRI has over 5,000 signatories worldwide, which represent more than 139 trillion dollars in assets under management

The CaixaBank Group's asset management subsidiaries –VidaCaixa, CaixaBank Asset Management and BPI Gestão de Ativos– have reaffirmed their utmost commitment to responsible investment following outstanding results through the Principles for Responsible Investment (PRI), an initiative that is endorsed by the United Nations.  

This new recognition confirms the Group's commitment to the PRI, which is an international framework aimed at guiding investors toward incorporating environmental, social and governance (ESG) criteria into their decision-making. Each year, the signatories report their progress and receive an assessment in various modules that analyse from the strategy and governance to the incorporation of ESG factors into different asset classes.

The initiative currently has over 5,000 signatories worldwide, which represent more than 139 trillion dollars in assets under management.

The ratings obtained by the insurer and the two CaixaBank Group's asset management subsidiaries –VidaCaixa, CaixaBank Asset Management and BPI Gestão de Ativos– in the 2025 assessment place them above the industry average, consolidating their commitment to transparency and continuous improvement in the incorporation of environmental, social and governance (ESG) criteria.

Five stars for VidaCaixa, CaixaBank AM and BPI Gestão de Ativos

VidaCaixa has obtained the highest rating in the 2025 ranking (five stars) in the Governance, Policy and Strategy module (96 points). In fact, VidaCaixa was the first Spanish entity to achieve the highest score in this module in 2018, which covers the most varied lines of action. Since then, it has reaffirmed this score every year, becoming one of the leading entities in the ranking. VidaCaixa also stands out for its leadership in transparency, roles and responsibilities, active ownership and climate strategy and again scored maximum points in measures to foster trust. Furthermore, it has obtained outstanding results in incorporating ESG criteria into indirect investments (active and passive funds).

CaixaBank Asset Management has achieved five stars in 8 of the 10 modules that are analysed, and this is its best ever result. Among the modules rated with five stars is Governance, Policy and Strategy (96 points). In addition, CaixaBank AM has improved in Open Architecture (third-party fund selection) thanks to its more robust due diligence processes. It again obtained five stars in Corporate Equities and Fixed Income for fully incorporating ESG factors as well as maximum points in measures to foster trust.

BPI Gestão de Ativos has achieved five stars in 7 of 11 modules, standing out in Governance, Policy and Strategy (96 points). It has improved in indirect investment, as a result of a stricter selection and monitoring of ESG criteria, and has again scored maximum points in Hedge Funds – Long/Short Equity and measures to foster trust, as well progressing in Real Estate with respect to previous years.

As a differential element, they all received the maximum score in the Measures to foster trust category, which assess internal audits and controls in order to ensure the reliability of the information reported.

Volume of assets managed under ESG criteria

The CaixaBank Group's total assets under management amounted to over 157.8 billion euros in June 2025, up 2.3% compared to the end of 2024. The CaixaBank Group, of which VidaCaixa, CaixaBank Asset Management and BPI Gestão de Ativos are part, is committed to incorporating ESG criteria into its investments: all assets under management include environmental, social and/or good governance aspects.

With regard to the EU Sustainable Finance Disclosure Regulation (SFDR), the funds and pension plans classified under articles 8 and 9 and the insurance promoting environmental or social aspects or aimed at sustainable investment amounted to 72.6 billion euros at the end of June 2025, representing approximately 46% of the total assets managed.

CaixaBank Group, a benchmark in sustainability

The CaixaBank Group has strong historical ties with the social impact of its activity and the responsibility to drive a positive economy that enhances people’s well-being.

Following the launch of its 2025–2027 Sustainability Plan, which is the CaixaBank Group's Strategic Plan, the bank has pledged to mobilise 100 billion euros in sustainable finance. This initiative aims to advance towards a more sustainable economy and foster economic and social development through investment and supporting projects in renewable energy, clean mobility and energy-efficient buildings. Additionally, CaixaBank is committed to providing solutions that accelerate the sustainable transition for businesses and households, promoting financial inclusion, education and employment, while also addressing the challenges posed by increasing longevity.

In the third quarter of 2025, CaixaBank exceeded 33.3 billion euros in sustainable finance mobilisation, a 40% increase compared with the same period in 2024, and more than 16% of financial income is generated by sustainable financing.

CaixaBank stands out in assessments by the world’s leading analysts and rating agencies that evaluate sustainability management, performance, transparency and business integration, including S&P Global (Dow Jones Best-in-Class), Fitch (ESG Entity Ranking), MSCI, CDP, ISS ESG, Sustainalytics and FTSE4 Russell.