Insights

This content is an extract of the Task Force on Climate-related Financial Disclosures (TCFD[1]) aligned Report released by the company ISS ESG in relation to the positioning of Etica Sgr’s Linea Valori Responsabili Funds. All asset classes have been analyzed accordingly to the TCFD recommendations, grouped as follows: Equity Portfolio; Corporate Bonds Portfolio and Sovereign […]

This content is an extract of the <strong>Task Force on Climate-related Financial Disclosures (TCFD<a href=”#_ftn1″ name=”_ftnref1″>[1]</a>) aligned Report released by the company ISS ESG. It details results for the analysis conducted, for the first year, on the Fund Etica Impatto Clima (Linea Futuri Responsabli) which investment strategy is focused on climate change related topics, among […]

Tax havens and offshore companies: Etica Funds is one of the co-signatories of an engagement initiative targeting the US Congress to support the Disclosure of Tax Havens and Offshoring Act. The law was unveiled during a meeting of the US House Committee on Financial Services and aims to propose CbCR for listed companies. The letter […]

ESG Investment: Arianna Magni, Head of Institutional and International Business Development at Etica Sgr, took part in a webinar with Alberto Ambrosi, Risk Manager at Etica Sgr, on July 21, 2020. The webinar, hosted in association with FinLantern, lasted from 11:00 AM to 12:00 pm, and was focused on Sustainable and Responsible Investment (SRI) and […]

Too many hurdles and too much red tape on ESG investments: Etica Funds signs a letter to the United States Department of Labor (DOL). DOL’s ESG investment proposal The DOL presented a guideline that aims to clarify the application of fiduciary duties of prudence under the 1974 Employee Retirement Income Security Act (ERISA) for ESG […]

Social washing “is becoming a giant headache for ESG investors”. Bloomberg argued this upon taking up the recent analysis by Arthur Krebbers, Head of the Sustainable Finance Area at NatWest Markets, the Investment Banking division of the Royal Bank of Scotland Group. What is “social washing”? The expression is reminiscent of “greenwashing”, a well-known topic […]

With a view to a sustainable economic recovery, Etica Funds has signed an open letter to EU leaders to implement concrete actions for sustainable development after the COVID-19 emergency and to accelerate the transition to a zero-emission economy in line with the Paris Agreement and the EU’s goal of becoming climate neutral by 2050. The […]

Which economic activities can be called “sustainable”? Until now, there has not been a standard definition at international or European level. But now there is, or almost. The word “Taxonomy” has been bandied about a lot. Let’s take a look at its definition and what it means. On 9 March 2020, the Final Report on […]

To hear about ESG risk, we reached out to Paolo Capelli, Head of Risk Management at Etica – an asset management company which offers socially responsible investment funds. In a context that has seen rapid growth in the offer of sustainable and responsible funds in recent years, Etica stands out for having made this approach its exclusive […]

“We speak with Arianna Magni, Head of the Institutional and International Business Development Department at Etica Sgr – the only Italian asset management company that, since its launch in 2000, exclusively offers sustainable and responsible mutual funds to private and institutional investors, with the aim of representing the values of ethical finance in financial markets. […]