Etica’s engagement and shareholder activism guidelines

Etica Funds has always believed in engagement as a fundamental strategy in sustainable and responsible investment (SRI). Engagement consists in dialogue with management and the exercise of the voting rights attached to our shareholdings in UCITs established and/or managed by Etica under a mandate. The aim is to stimulate sustainable and responsible practices in the medium-long term.



Engagement issues

This section sets out the areas for evaluation by Etica in relation to engagement activities (dialogue and/or voting) and the guidelines followed during voting at shareholders’ meetings, attended either in person or via an electronic platform.

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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.