Responsible finance

“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. […]

Coronavirus, the scenario and the positioning of the funds of Etica. In light of what is happening on the financial markets in Italy and across the world, we are writing to share with you some thoughts about the current situation and the positioning of our portfolios. Scenario Between the end of 2019 and the start […]

Etica Balanced Class R and Etica Balanced Income Class I receive the Funds People 2020 stamp of approval Funds People 2020 Stamp: our funds Etica Bilanciato Class R and Etica Rendita Bilanciata Class I have been awarded the Funds People 2020 Stamp, according to a study by the Analysis team. Funds People is a specialised magazine focusing […]

Regarding tax transparency among corporations, Etica Funds has signed the investor letter to the OECD for action on the Base Erosion and Profit Shifting Project (BEPS) and on Country-by-Country reporting (CbCR). The document incorporates many of the issues contained in another letter signed by Etica Funds and sent last year to the American Financial Accounting […]

Top Fund Managers – Italy Small, this is the award given to Etica Sgr for the fourth consecutive year by the German Institute of Quality and Finance. If three clues are proof, four are a certainty: investing sustainably and responsibly, focusing on the real economy and rewarding companies and countries with the best environmental, social and […]

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 […]

FinanceCommunity Awards 2019: Chairman Ugo Biggeri has won the “Professional of the Year – Retail Asset Management Companies” category. These awards, now in their fifth year, recognise excellence in the finance industry. Ugo Biggeri is named Professional of the Year at the FinanceCommunity Awards We are delighted to announce that Ugo Biggeri, Chairman 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.