ESG Investment: Arianna Magni, Head of Institutional and International Business Development at Etica Sgr, took part in a webinar with Alberto Ambrosi, Risk Manager at Etica Sgr, on July 21, 2020. The webinar, hosted in association with FinLantern, lasted from 11:00 AM to 12:00 pm, and was focused on Sustainable and Responsible Investment (SRI) and on ESG Risk, a new risk metric.
ESG Investment: watch the webinar recording
This one-hour webinar explored the growing importance of sustainable and responsible investment (SRI). Etica Sgr stands apart as an adherent to this business model since its inception, developing a rigorous proprietary methodology combining financial and ESG analysis. Our track record of twenty years demonstrates that analysing issuers (companies and countries) from an ESG viewpoint can deliver greater value in terms of performance.
At times of high volatility, it can also serve to mitigate financial risk. Investing in an equity portfolio of firms that ignore ESG issues can prove unwise in terms of long-term performance. Recent history shows that risk can also derive from non-financial factors. Along with this evidence, Etica Sgr came up with a new risk metric, called ESG Risk. The methodology has great statistical and predictive power. By including ESG variables in the calculation of investment risk, Etica funds can perform a more effective and complete valuation of ex ante risk from ESG factors.
FinLantern is a fast-growing international network founded in 2009, with a database of 120,000+ finance professionals (Financial Analysts, Economists, Portfolio Managers, Corporate Finance Advisors, Traders…) from all over the world. The network aims to support its members’ activities and to increase their visibility in the international financial community.
Institutional investor offering
Our sustainable and responsible investment solutions aim to deliver medium-long term performance opportunities based on the real economy and rewarding businesses and countries that adopt virtuous environmental, social and governance practices (ESG).
Institutional investors (including banks, brokerages, SGRs, insurance companies, investment funds, SICAVs, pension and insurance funds) have access to the Luxembourg Range and to the Italian Range.
The fund range under Luxembourg law consists of three sustainable and responsible sub-funds that replicate the consolidated strategies adopted by the Italian range. Etica Funds offers a simple, linear range of products in the main asset classes. Our solution allows investors to select the sub-fund or combination of sub-funds that best meet their strategic allocation needs, while focusing on companies and governments that implement environmental, social and governance (ESG) strategies.
The Italian fund range consists of six sustainable and responsible funds that seek to create return opportunities over the medium-to-long term, focusing on the real economy and companies and governments that implement environmental, social and governance (ESG) strategies.
Our ESG funds
Etica provides a range of investment solutions that not only meet the stringent standards of ESG Analysis, but also cover interesting medium-long term risk/return profiles.
The defining characteristic of our funds is the scrupulous screening of the securities that make up the portfolios. The concept of sustainable and responsible investing is grounded on the selection of issuers that demonstrate their sustainability not only financially, but also in terms of social and environmental factors and good governance.
This document has been prepared by Etica SGR S.p.A. for information and promotional purposes and is intended exclusively for sophisticated, professional, eligible, institutional and/or qualified investors/ intermediaries appointed by GAM (LUXEMBOURG) S.A., registered office at 25, Grand-Rue, L-1661 Luxembourg (“GAM”), who have the knowledge and financial sophistication to understand and bear the risks associated with the investments described.This material is confidential and intended solely for the use of the person, persons or entities with nationality of or respectively with their residence, domicile or registered office in a State or Country in which such distribution, publication, making available or use is not contrary to laws or other regulations, and may not be reproduced, copied or given, in whole or in part, to any other person.
Etica Sgr S.p.A. is the investment manager and global distributor of the three Subfunds that are part of the SICAV under Luxembourg law MULTILABEL SICAV, variable capital and segregated liability sub-funds, incorporated under the laws of Luxembourg and authorised by the CSSF as a UCITS Fund in accordance with the Directive 2009/65/EC. Management Company is GAM (Luxembourg) S.A., 25, Grand-Rue, L-1661 Luxembourg and have been established by GAM which is the Management Company. These Subfunds are not registered for sale in all jurisdictions. Therefore, no active marketing must be carried out for them in those jurisdictions. Subscriptions will only be received and shares or units issued on the basis of the current fund prospectus.
The data, information and opinions herein do not constitute and cannot under any circumstances be construed as an offer or an invitation or a recommendation to make investments or disinvestments, or a solicitation to purchase, sell or subscribe for financial instruments or financial, legal or tax advice or investment research, or as an invitation to make any other use thereof. The personal investment objectives, situations and financial needs of potential recipients of this document have not been taken into account in its preparation. Investment in a fund entails risks associated with potential changes in the value of the units, which are in turn affected by fluctuations in the value of the financial instruments in which the fund’s resources are invested. Investors should only carry out operations involving this type of instrument if they understand the nature and level of risk exposure that these entail, by carefully reading the offer documentation, to which they should refer. The legal documents can be obtained, free of charge, from GAM or on the internet at www.funds.gam.com. The recipients of this message assume full and absolute responsibility for the use of the data, information and opinions contained herein and for any investment decision made on the basis of the same, as any use to support investment decisions is entirely at the user’s risk.
29 July 2020Responsible finance ESG funds ESG risk Ethical Finance Sustainable finance