In our vision of responsible investment, the goal of achieving positive financial returns goes hand in hand with generating positive effects for the environment and society.
Choosing our ethical funds means considering the ESG impact of your investment and contributing to a more sustainable and inclusive growth of the economy and financial system that favours social entrepreneurship and companies that operate responsibly.
How we create a positive impact
When subscribing our ethical funds you can choose to devolve 0.1% of invested capital (1 euro every 1,000) in favour of an Etica Sgr fund that guarantees microfinance projects and supports high social and environmental impact crowdfunding initiatives. The projects and initiatives are selected and run by Banca Etica.
How we measure impact
As the last phase of the sustainable and responsible investment process we measure the impact of our funds’ investments. This impact can be seen as a genuine integration of financial and ESG factors, since the ethical funds’ portfolio is built following a financial logic on a pre-screened list of issuers who meet our ESG criteria.
This is a marketing communication. The data and information contained herein are provided for information purposes only and do not constitute investment recommendations. This communication is not, and may not be regarded as, an information document required under applicable legislation, and its content is not sufficient to form the basis of an investment decision.
This communication does not take into account in any way the characteristics of any person who may receive or become aware of it. In particular, it does not take into account their investment objectives, knowledge and experience in investment matters, risk appetite and/or any other characteristics, including the applicable tax regime.
Past performance is not indicative of future results, and investments in funds are subject to risks relating to the underlying assets, which may affect the value of the relevant units. Etica SGR provides no guarantee of returns and does not guarantee the repayment of the capital invested. The SGR accepts no liability for any losses that may arise from the use of the information provided in this communication.
In order to make an informed investment decision, before making any final investment decision, investors should consult the Key Information Document (KID) and the funds’ Prospectus available at www.eticasgr.com.
The placement of the “Linea Valori Responsabili” and “Linea Futuri Responsabili” funds is only available in Italy. For further information, please refer to the Italian version of the website.