Insights

The Etica Transizione Climatica Fund is assessed twice a year to monitor its climate profile and evaluate its contribution to the transition towards a low-carbon economy. The analysis is conducted by comparing the portfolio against separate benchmarks for the corporate [1] and sovereign [2] components, ensuring consistency with previous assessments. This approach allows for the […]

Il Report di Stewardship 2026 raccoglie e racconta i risultati del dialogo con il management delle aziende, dell’azionariato attivo esercitato nelle società in cui investono i fondi di Etica Sgr e dell’attività di advocacy svolta nei confronti di governi, regolatori e standard setter. Il documento rendiconta le attività di stewardship realizzate nel corso del 2025. […]

Deep seabed mining. Etica Funds has always been committed to giving a voice to issues relating to the protection and preservation of biodiversity in the financial world. In 2023, it signed the Global Financial Institutions Statement to Governments on Deep Seabed Mining, coordinated by the Finance for Biodiversity Foundation. Today, the statement has more than […]

This document provides a summary of the Climate Impact Report prepared by ISS ESG [1] , which is based on its proprietary methodology and refers to the holdings of the Etica SICAV (hereafter referred to as “the portfolio”). The report incorporates metrics that comply with the Task Force on Climate-related Financial Disclosures’ (TCFD [2]) guidelines. All […]

This document provides a summary of the Climate Impact Report prepared by ISS ESG[1] , which is based on its proprietary methodology and relating to the holdings of the funds in Etica Sgr’s Valori Responsabili investment line (hereafter referred to as “the portfolio”). The report incorporates metrics that comply with the Task Force on Climate-related […]

Stewardship Report 2024 is the name of the document that analyzes the results of the dialogue with management, of the active shareholding carried out with the companies in which Etica’s funds invest and of the advocacy activity carried out with governments, regulators and standard setters. The goal of stewardship is to preserve the value of investments The stewardship1 activity of Etica aims preserve and […]

Etica Funds, in collaboration with the international coalition Stop Killer Robots, issues an urgent appeal to the investment community: it is necessary to promote international regulation of autonomous weapon systems—technologies capable of identifying and striking targets without human control. The rapid evolution of artificial intelligence in the military sphere is opening scenarios that raise profound […]

Il Report di Impatto rappresenta per Etica Sgr uno strumento essenziale per rendicontare in modo trasparente e concreto i risultati di impatto degli investimenti dei fondi, in relazione agli Obiettivi di Sviluppo Sostenibile delle Nazioni Unite. Misurare questi impatti e raccontarli con trasparenza è ciò che dà concretezza alla nostra visione e ci permette di […]

This document is a commented summary of the Climate Impact Report released by the company ISS ESG based on its proprietary methodology, concerning the holdings of Etica Funds’ multilabel SICAV (also referred to as “the portfolio”). The report includes metrics aligned with the guidelines of the Task Force on Climate-related Financial Disclosures (TCFD). All asset […]