News and events

Milan, 3rd dicember 2012 – Etica Sgr wins the Oscar of Balance sheet for the category “Medium and Small banking and financial companies (not listed)”. Etica Sgr has been rewarded thanks to the Integrated Report 2011, “jurors have considered the communication standards of this document at the level of listed companies”*. The balance sheet of […]

Milano Finanza rates for every product, over a 36 months period, the average monthly return, the number of monthly returns above the class average and the fund’s volatility over the month. The best rating goes to the product characterized by higher returns and lower volatility. The rating is valued only for those funds running, at […]

On January 18, 2012 Etica Sgr has joined the CDP becoming a signatory. The CDP, created in 2000, aims to encourage companies to monitor and report their impact on climate changes. Today (2012) the CDP is supported by 550 institutional investors, representatives of more than 70 billion US dollars. Every year the CDP sends to 3000 […]

The Global Reporting Initiative (GRI) is a non-profit organization that works towards a sustainable global economy by providing sustainability reporting guidance. GRI was founded in Boston in 1997. It’s roots lie within the US non-profit organizations the Coalition for Environmentally Responsible Economies (CERES) from which is independent since 1977. GRI’s global multi-stakeholder network includes experts […]

LIPPER is a prestigious research and rating agency, part of Reuters group, which identifies a list of outperforming financial instruments every year. The Lipper Fund Awards became a tradition in the global fund market and represent an outstanding certification of management quality and outperforming results. Our funds have been awarded for their superior performance in […]

PREMIO ALTO RENDIMENTO is the recognition given by the Sole 24 ORE to theManagement Company and the Mutual Funds for results achieved. The assignment of awards is based on sound criteria of analysis, taking into account different elements, inspired by the fundamental value of the protection of the investor. Il Premio Alto Rendimento is represented […]

Marchio Funds People 2019: i fondi di Etica Sgr Etica Azionario, Etica Bilanciato e Etica Rendita Bilanciata sono stati selezionati da Funds People per il favore degli analisti, perché sono campioni d’incassi (blockbuster) o consistenti.

L’Associazione Bancaria Italiana (ABI) represents, defends and promotes the interests of its member banks and financial intermediaries. It works, in this framework, for the development of the awareness within the banking and financial system of the social and behavioral values that follow from entrepreneurial principles and from the formation of open and competitive markets. Etica […]

Etica SGR was the first Italian company to subscribe, in 2005, the European guidelines about transparency of socially responsible mutual funds developed by EUROSIF (European Social Investment Forum). The guidelines are based on the current best practices with the goal of bringing higher transparency towards the savers. The guidelines are developed throughout a shared process involving investment […]

Since January 2010 Etica Sgr is a member of Assogestioni, (Italian investment manager association). Within the association, Etica SGR promotes and makes the market aware of socially responsible financial issues. Etica SGR has adopted “Italian Stewardship Principles for the exercise of administration and voting rights in listed companies”. For more information www.assogestioni.it