News and events

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

On April 2009 Etica SGR conformed to the Principles for Responsible Investment (PRI) by United Nations. PRI is a document to be subscribed by financial investors in order to include social responsibility, environmental and fair governance issues and principles in their activity. Those who subscribe PRI have to conform to the following principles: Incorporate ESG issues into investment […]

Osservatorio Finanza Etica is the first Italian portal for the Ethical finance. It has been implemented by the Financial Observatory, an independent research institute which every year scans products and services offered by Italian Banks. Thanks to a rating system the observatory assesses the SGRs’ procedures about the construction and management in every ethical mutual […]

Etica SGR  has been a member since 2007 of the Forum per la Finanza Sostenibile, an Italian network for the sustainable finance promotion It is a non profit organization whose mission is: “promoting  social responsibility within financial practice in Italy”. The forum achieves its mission by spreading information and knowledge; elaborating innovative proposal to the players, clients, and […]

Since 2005 Etica SGR is part of ICCR (Interfaith Center on Corporate Responsibility), a network of more than 300 American investor, either religious or not, managing over 100 billion dollars. ICCR began in 1971 when representatives from a number of Protestant denominations joined together to challenge the role of banks and companies in Apartheid South […]

Etica Sgr is the first Italian management company to sign the new version of the European Code for Sustainable and Responsible Investment Transparency promoted by EUROSIF (European Social Investment Forum), the pan-European network for the development of sustainability through European financial markets. The European SRI Transparency logo signifies that Etica Sgr commits to provide accurate, […]

On April 21st, 2004 Etica SGR has been awarded by “Sodalitas Social Award 2003” in the “best socially responsible initiative” category in Italy.  Sodalitas was founded in 1995 by Assolombarda to promote CSR policies. For more information please visit http://www.sodalitas.it/

Febea (Federazione Europea delle Banche Etiche ed Alternative) è un’associazione senza scopo di lucro, di diritto belga, nata nel 2001, al fine di promuovere e sviluppare in Europa la finanza etica ed alternativa. FEBEA è stata creata da 6 istituzioni finanziarie europee eticamente orientate quali Banca Popolare Etica (Italia), Crédit Cooperatif (Francia), Credal (Belgio), Hefboom […]