Insights

Asset management companies (AMCs) are financial intermediation institutions authorised to promote and conduct collective investment services. Along with investment companies with variable capital (ICVCs) and investment companies with fixed capital (ICFCs), AMCs are the only entities legally authorised to manage collective investment funds to invest savers’ money in financial activities as a single equity fund. […]

What is the European Union’s Green Taxonomy? How does it work? Why is the European Commission seeking more clarity on sustainability? In this article, we review the history, definition and developments of the European Taxonomy, which entered into force on 31 December 2021. The work of the European Commission Every ESG ratings agency, asset manager […]

Etica Obiettivo Sociale: the new active management investment solution [1] offered by Etica is made for investing in an economy that takes into consideration dignity at work, human rights, workers’ rights, social cohesion and social justice. It is a Balanced Bond Fund[2] (maximum investment in shares up to 45% of the portfolio) designed for investors who want to seize the opportunities of […]

Fiscal transparency: in June 2022, Etica Funds, Greater Manchester Pension Fund and Missionary Oblates filed a motion with shareholders of Cisco Systems. The fiscal transparency motion presented to Cisco The proposal calls for the company to publish a tax transparency report aligned with the GRI Tax Standard, including a tax strategy and a country-by-country breakdown […]

Corporate environmental transparency: in June 2022 Etica Funds, along with 263 investors in 29 countries, signed up to a campaign to encourage companies with a significant environmental impact to publish their data through CDP, the global non-profit organisation that manages the leading environmental disclosure system in the world. Corporate environmental transparency: Etica Funds with CDP […]

War in Ukraine, the economic scenario and Etica Funds positioning. Events oblige us to recount things that we would never want to happen. We recommend that you read “War is never a solution”. However, as responsible investors we need to analyse and evaluate the implications for financial markets and portfolios. Russia launched an invasion of […]