News and events

On January 18, 2012 Etica Sgr has joined the CDP becoming a signatory. The CDP, created in 2000, aims to encourage companies to monitor and report their impact on climate changes. Today (2012) the CDP is supported by 550 institutional investors, representatives of more than 70 billion US dollars. Every year the CDP sends to 3000 […]

The Global Reporting Initiative (GRI) is a non-profit organization that works towards a sustainable global economy by providing sustainability reporting guidance. GRI was founded in Boston in 1997. It’s roots lie within the US non-profit organizations the Coalition for Environmentally Responsible Economies (CERES) from which is independent since 1977. GRI’s global multi-stakeholder network includes experts […]

LIPPER is a prestigious research and rating agency, part of Reuters group, which identifies a list of outperforming financial instruments every year. The Lipper Fund Awards became a tradition in the global fund market and represent an outstanding certification of management quality and outperforming results. Our funds have been awarded for their superior performance in […]

PREMIO ALTO RENDIMENTO is the recognition given by the Sole 24 ORE to theManagement Company and the Mutual Funds for results achieved. The assignment of awards is based on sound criteria of analysis, taking into account different elements, inspired by the fundamental value of the protection of the investor. Il Premio Alto Rendimento is represented […]

Marchio Funds People 2019: i fondi di Etica Sgr Etica Azionario, Etica Bilanciato e Etica Rendita Bilanciata sono stati selezionati da Funds People per il favore degli analisti, perché sono campioni d’incassi (blockbuster) o consistenti.

L’Associazione Bancaria Italiana (ABI) represents, defends and promotes the interests of its member banks and financial intermediaries. It works, in this framework, for the development of the awareness within the banking and financial system of the social and behavioral values that follow from entrepreneurial principles and from the formation of open and competitive markets. Etica […]

Etica SGR was the first Italian company to subscribe, in 2005, the European guidelines about transparency of socially responsible mutual funds developed by EUROSIF (European Social Investment Forum). The guidelines are based on the current best practices with the goal of bringing higher transparency towards the savers. The guidelines are developed throughout a shared process involving investment […]

Since January 2010 Etica Sgr is a member of Assogestioni, (Italian investment manager association). Within the association, Etica SGR promotes and makes the market aware of socially responsible financial issues. Etica SGR has adopted “Italian Stewardship Principles for the exercise of administration and voting rights in listed companies”. For more information www.assogestioni.it

On April 2009 Etica SGR conformed to the Principles for Responsible Investment (PRI) by United Nations. PRI is a document to be subscribed by financial investors in order to include social responsibility, environmental and fair governance issues and principles in their activity. Those who subscribe PRI have to conform to the following principles: Incorporate ESG issues into investment […]

Osservatorio Finanza Etica is the first Italian portal for the Ethical finance. It has been implemented by the Financial Observatory, an independent research institute which every year scans products and services offered by Italian Banks. Thanks to a rating system the observatory assesses the SGRs’ procedures about the construction and management in every ethical mutual […]