Institutional investor

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. […]

Wisdom of the ESG Selector Awards: Etica Obbligazionario Breve Termine wins in the European Bonds category. The inaugural Wisdom of the Selector Awards in Amsterdam hosted around 150 participants from across Europe, who came to explore the topic of sustainable investment, assess their strategies and share best practices. Collecting the award on behalf of Etica […]

Sustainable and responsible funds: European institutional investors are showing increasing interest in ESG issues. This emerged from the Mercer European Asset Allocation Survey 2019 [1]. The finance world’s focus on sustainable and responsible funds is not random. According to the World Economic Forum, in just ten years, global risks have gone from being mostly economic […]

ESG Risk: recent finance-related events demonstrate how social and environmental irresponsibility expose companies to serious risks, such as reputational and operating risks, which can also affect financial returns.

Morningstar Fund Awards 2019: Etica Obbligazionario Misto R wins award in the Euro Allocation category.The award is given to the funds that have created value for investors, not just in 2018, but over at least a five-year time horizon. Morningstar’s objective is to recognise those funds that generate performance over the longer-term and at the same time manage investment risk.The Morningstar Fund Awards are based on a rigorous quantitative and qualitative methodology applied in all European and Asian countries in which Morningstar is present and is designed to recognise excellent asset management over a medium-long term horizon.

Citywire Italy Awards: Etica Sgr wins the Mixed Assets – Balanced EUR award. The 2018 Citywire Italy Awards were held on Thursday 22 November at the Four Seasons Hotel in Milan. The event awards prizes to the best investment companies and top asset management talent worldwide. The award has a precise perimeter: all products aimed at Italian retail […]

At the end of this past November, the eighth edition of the European SRI Study was presented in Brussels. This study on the industry of socially responsible investments in Europe is conducted by Eurosif (the European forum for socially responsible investors) every two years, and in the 2018 edition, it analysed the 2015-2017 period. European […]

CFS Rating, a company operating in the finance world, offers to those dealing with the asset management world useful tools, accompanied by analyses and assessments by a team of independent professional analysts, in addition to its own proprietary rating. Thanks to experience accrued over 15 years, CFS Rating is now a leading company in providing […]

ESG Risk is the risk deriving from Environmental, Social and Governance factors impacting the performance of securities in a mutual fund. There is no satisfactory metric for ESG risk in the current literature and a new and rigorous approach to building fund portfolios is needed. Given the peculiar nature of Etica Sgr’s business and the importance […]