Responsible finance

Voting with your portfolio: according to Leonardo Becchetti, Chairman of the Etica Funds Ethics Committee, every financial transaction made consciously is an act of active citizenship that can change the world. The option to buy consciously In a market dynamic based on supply and demand, consumers and investors use their buying and investing choices to […]

Etica Sgr si aggiudica per l’ottavo anno consecutivo il prestigioso premio “Top Gestore Fondi 2024”, assegnato dall’Istituto Tedesco Qualità e Finanza (“ITQF”), ente indipendente, specializzato in indagini di mercato e comparazione di prodotti finanziari in Europa. Il premio è stato riconosciuto nella categoria “Italia Medium” che identifica le società di gestione del risparmio con masse […]

The Etica Azionario and Etica Bilanciato funds were recipients of the “GEA Finance Award”, the first award in Italy dedicated to collective investment funds classified pursuant to Art. 9 of Regulation EU 2019/2088 or SFDR. These funds were included among the most virtuous in terms of sustainability, and stood out for their risk/return ratio efficiency […]

Etica Funds, through the SICAV sub-funds of its Luxembourg range, has adopted the European SRI Transparency Code.The funds in Etica Funds’ Luxembourg range [1] are therefore aligned with the SRI Transparency Code (more info). The trasparency of Etica Funds’ SICAV sub-funds The European SRI Transparency Code launched for the first time in May 2008 principally […]

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. […]

In the context of the 25th edition of the High Returns Award, assigned by Il Sole 24Ore, Etica Funds was awarded the prize as the Best ESG Manager in the “Small” Italian funds category. Etica Funds was listed among the asset management companies (AMC) that had distinguished themselves during 2022, for their excellence in the […]

For the seventh consecutive year, Etica Funds won the award for the Top Fund Manager 2023 – Italy Small Category– assigned by the German Quality and Finance Institute (“ITQF”)[1], an independent entity, specialising in market research and comparisons between financial products in Europe[2]. Etica Funds is recognised as the Top Fund Manager 2023 – Italy Small Etica Funds was […]

FIDA ESG Rating is the top Italian ratings agency for assets managed in the field of sustainability (website here), created by FIDA, an independent company specialising in data analysis for investment products. The Etica System funds were analysed using a special rating system owned by FIDA, according to European regulations on sustainability in the financial services sector (Regulation (EU) 2019/2088 or […]

The experience of Etica Funds goes abroad. On 8 and 9 June 2022 the Pan-Iberian Fund Forum was held it Madrid. It was organised by Evenco International, a company that proposes events dedicated to the private equity and asset management sector in Europe, the United States and Latin America. This exclusive conference was attended by […]