EU Sustainable Finance Disclosure Regulation (SFDR)

EU Sustainable Finance Disclosure Regulation: this section contains all documentation relating to Etica Funds.

Etica Funds was created in 2000 out of the conviction that also analysing issuers from an environmental, social and governance (“ESG”) perspective offers a longer-term view and potential added value in terms of return.

Fondi_EticaSgr_background

Sustainability objective of Etica’s funds

All Italian funds in the Etica System are classified as products that pursue an explicit sustainability objective pursuant to Article 9 of Regulation (EU) No 2019/2008.

  • The sustainability objective pursued by the funds in the Responsible Values Line consists of containing ESG risk within a pre-defined limit according to the proprietary metric (implied theoretical maximum level).
  • The sustainability objective pursued by the Etica Climate Impact fund belonging to the the Responsible Values Line consists of containing E risk within a pre-defined limit according to the proprietary metric (implied theoretical maximum level).

These are metrics based on the issuers’ sustainability scores that are capable of providing an overall assessment of their sustainability and that of their portfolios in the aggregate. The percent threshold for each fund is defined as a function of the degree of risk characteristic of the product.

Sustainable and Responsible Investment Policy
Selezione dei titoli

The Sustainable and Responsible Investment Policy follows an approach resting on five main pillars: ESG sectionengagement and monitoring of issuers, assessment of  ESG risk and measurement of impact generated.
Etica Funds has always integrated thorough assessment of sustainability risks based on a proprietary risk metric, ESG risk, into its selection and monitoring of issuers. This metric is used to assess the impacts of sustainability risk on the returns of its financial products by calculating and monitoring the various portfolios’ risk-adjusted performances in ESG terms over time.

Principal Adverse Sustainability Impacts Statement
Documentazione fondi

Etica Funds has always considered the principal adverse impacts of its investment decisions on sustainability factors (“Principal adverse sustainability impacts”).
The Principal Adverse Sustainability Impacts Statement is prepared in accordance with the provisions of SFDR, and applied transversally to all funds in the Etica System.

Remuneration Policies and Practices
Responsabilità Sociale di Etica Sgr

The document “Remuneration Policies and Practices” illustrates the remuneration policies of Etica Funds and is intended to ensure the utmost transparency with regard to the Company’s remuneration principles and mechanisms.