Linea Valori Responsabili selection

Details on the selection of Linea Valori Responsabili equities and bonds

Selezione Linea Valori Responsabili Etica Sgr

Selection of the Responsible Values Line of Etica Sgr. There are five ethical investment funds belonging to this Line and they cater for the main risk/reward profiles. These funds invest in companies and governments that adopt virtuous practices from the point of view of ESG (environmental, social and good corporate governance), approaching themes and sectors globally.

Negative selection

We say NO to investments in weapons, tobacco, gambling, nuclear power, pesticides, genetic engineering. Furthermore, we exclude companies negatively involved in corruption, respect for the environment, respect for workers’ rights.

Currently we also do not invest in the fields of finance, oil and mining.

We exclude from our portfolios securities issued by governments that impose the death penalty or do not guarantee civil liberties, freedom of the press and political rights.

Positive selection

We say YES to the opportunity to invest in the most virtuous countries from the socio-environmental point of view and in companies which care the most about sustainability and collective well-being. For this reason, issuers that get through the first round are analysed in detail and evaluated according to environmental, social and governance parameters. Each is given a synthetic score based on a valuation employing dozens of indicators (over 100 for companies and over 60 for governments).

Only issuers with scores above an absolute threshold that are seen to be among the best in their sector (“best in class” approach) can be part of the investment universe of the Line’s funds.

 

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.