Responsible finance

Etica Sgr receives Special Mention from the jury of the 2013 Sustainable Investment Award. The announcement was made on 12 November in Rome during the final day of Sustainable and Responsible (SRI) Investment Week, the biggest event on sustainable finance in Italy. The reasons given for the special mention were: “Etica has demonstrated that a clear […]

Milano Finanza rates for every product, over a 36 months period, the average monthly return, the number of monthly returns above the class average and the fund’s volatility over the month. The best rating goes to the product characterized by higher returns and lower volatility. The rating is valued only for those funds running, at […]

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 […]