News and events

Sustainable and responsible funds: European institutional investors are showing increasing interest in ESG issues. This emerged from the Mercer European Asset Allocation Survey 2019 [1]. The finance world’s focus on sustainable and responsible funds is not random. According to the World Economic Forum, in just ten years, global risks have gone from being mostly economic […]

Etica Obbligazionario Misto and Etica Bilanciato win Best Fund Over 10 Years award in the CFS Rating best 300 funds yearbook. Best Fund Over 10 Years Each year the financial analyst CFS Rating publishes its annual guide to the 300 best mutual funds. The “Over 10 Years” section in the yearbook covers the companies that […]

Morningstar Fund Awards 2019: Etica Obbligazionario Misto R wins award in the Euro Allocation category.The award is given to the funds that have created value for investors, not just in 2018, but over at least a five-year time horizon. Morningstar’s objective is to recognise those funds that generate performance over the longer-term and at the same time manage investment risk.The Morningstar Fund Awards are based on a rigorous quantitative and qualitative methodology applied in all European and Asian countries in which Morningstar is present and is designed to recognise excellent asset management over a medium-long term horizon.

Citywire Italy Awards: Etica Sgr wins the Mixed Assets – Balanced EUR award. The 2018 Citywire Italy Awards were held on Thursday 22 November at the Four Seasons Hotel in Milan. The event awards prizes to the best investment companies and top asset management talent worldwide. The award has a precise perimeter: all products aimed at Italian retail […]

Etica Sgr has won the award Top Fund Manager – Italy Small from the German Quality and Finance Institute for the third year running. Choosing investment solutions is not an easy task for investors. There is a very broad offering with huge differences between products. Every year the Istituto Tedesco Qualità e Finanza examines the mutual […]

At the end of this past November, the eighth edition of the European SRI Study was presented in Brussels. This study on the industry of socially responsible investments in Europe is conducted by Eurosif (the European forum for socially responsible investors) every two years, and in the 2018 edition, it analysed the 2015-2017 period. European […]

Principles for Responsible Investment (PRI), Etica Sgr passes with top marks.  The assessment of the PRI organisation – United Nations Principles for Responsible Investment represents a standard of excellence for identifying asset management companies with investment processes most integrated with ESG factors.  The results of Etica Sgr Etica Sgr’s Responsible Investment (RI) Transparency Report 2018 […]

CFS Rating, a company operating in the finance world, offers to those dealing with the asset management world useful tools, accompanied by analyses and assessments by a team of independent professional analysts, in addition to its own proprietary rating. Thanks to experience accrued over 15 years, CFS Rating is now a leading company in providing […]

The new Etica Sgr corporate video. “With one foot in tomorrow’s economy, we invest today in everything we believe is sustainable for our planet and able to generate long-term returns for our clients“. This is the most significant phrase of our new corporate video, which tells us about our company, our themes and our values […]

Shareholders for Change – SFC is a network of European institutional investors who, in their role as shareholders, engagement in dialogue with companies to influence and urge best practices and sustainable, responsible behaviours in the medium-long term.  The founding members of Shareholders for Change The founding members of Shareholders for Change are seven well-established firms based in several […]