Etica Funds

“We position ourselves as a key partner for clients who wish to achieve their financial and life goals through the responsible use of money, in order to generate economic, social, and environmental value.”

We believe that individuals and savers, equipped with adequate financial knowledge and aware of the environmental and social impacts of investments, can develop a deeper understanding of financial products and make informed and responsible choices that align with their values.

“We promote a sustainable development model through the values and tools of Ethical Finance.”

Etica Sgr was established with the aim of promoting financial investments by households and institutions towards companies and countries that are more attentive to the social and environmental consequences of their actions, without compromising on return expectations consistent with their risk profile.

In pursuing its corporate purpose and managing relationships with all stakeholders, Etica Sgr aims to be economically effective and efficient, while also acting responsibly and paying close attention to governance, social issues, and the environment.

• Etica Sgr promotes financial investments in securities issued by entities that stand out for their attention to the social and environmental impact of their actions (Etica System).
• Etica Sgr engages in dialogue with the companies in which its funds invest, exercises voting rights associated with the securities in the portfolio, and conducts advocacy activities with governments, regulators, and standard setters (Stewardship).
• Those who subscribe to Etica Sgr funds have the opportunity to voluntarily donate one euro for every thousand invested to support a fund dedicated to microfinance and crowdfunding initiatives in Italy (Our Impact).
• Etica Sgr seeks to represent the values of ethical finance in financial markets and to raise public awareness about socially responsible investing and corporate social responsibility (ESG Advisory).

“Over time, the financial market will increasingly move toward a genuine integration of social and environmental criteria into financial management, and individuals will also become more aware of the sustainability of their choices.”
From Etica Sgr’s Social Responsibility Policy

Etica Sgr works to promote more active engagement by financial intermediaries in their role as responsible shareholders, because finance plays a fundamental role in helping to make the world fairer and more sustainable. Looking ahead, individuals will also adopt a more sustainability-oriented approach and will be encouraged to make more conscious decisions to improve the environmental and social impact of their choices and activities.

“The guiding values stem both from being part of the Banca Popolare Etica Group and from Etica Sgr’s direct commitment to promoting socially responsible investing.”
From Etica Sgr’s Social Responsibility Policy

The company’s actions are based on the following values:

• Responsibility

• Consistency

• Simplicity

• Centrality and respect for the individual

• Transparency

• Responsible use of resources

Etica Sgr aims to represent the values of ethical finance in financial markets and to raise public awareness of socially responsible investing and corporate social responsibility. The Company’s activities are guided by the highest standards of transparency.

Art. 4 – Etica Sgr Bylaws