Institutional investor offering

Institutional investors can pursue sustainable and responsible investment goals by choosing our mutual funds and our ESG Consulting service.

For sustainable and responsible finance

Our sustainable and responsible investment solutions aim to deliver medium-long term performance opportunities based on the real economy and rewarding businesses and countries that adopt virtuous environmental, social and governance practices (ESG).

Our team of ESG analysts uses a rigorous proprietary methodology to measure the social responsibility of the issuers in which we invest, based on a combination of sustainability and financial analysis.

Our transparent and certified ESG Analysis process underpins both the selection of securities for our funds and our ESG Consulting service for institutional investors.

 

Our funds

Etica Sgr provides a range of investment solutions that not only meet the stringent standards of ESG Analysis, but also cover interesting medium-long term risk/return profiles.

The defining characteristic of our funds is the scrupulous screening of the securities that make up the portfolios. The concept of sustainable and responsible investing is grounded on the selection of issuers that demonstrate their sustainability not only financially, but also in terms of social and environmental factors and good governance.

Institutional investors (including banks, brokerages, SGRs, insurance companies, investment funds, SICAVs, pension and insurance funds, central and local governments) have access to Class I income accumulation funds as well as retail Class R and RD funds (income accumulation or income distribution).

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Benefits

By choosing our funds, you are not only investing in businesses and sectors selected for their adherence to the principles of social and environmental responsibility, but you can also count on:

An interesting risk/return profile and a long and competitive track record.

A simple and transparent fee structure.

A dedicated sales team whose job it is to make it easy to initiate and manage the investment.

Before subscribing, please read the KIIDs and Prospectus available from placing agents.

The placement of the “Linea Valori Responsabili” and “Linea Futuri Sostenibili” funds is only available in Italy. For further information, please refer to the Italian version of the website.

 

ESG Consulting

ESG Consulting is designed to support institutional investors who wish to make informed financial decisions, conscious of social responsibility issues.

We offer specialist ESG analysis to support current and potential investment decisions for all entities, organizations and corporations that care about the non-financial implications of their choices.

Socially responsible investing, besides promoting a more sustainable future, can help to prevent and reduce to a minimum the risks of adverse repercussions for the investor’s reputation. The sometimes complex nature of financial investing makes it vital to pay special attention to non-financial variables.