Responsible finance

Wisdom of the ESG Selector Awards: Etica Obbligazionario Breve Termine wins in the European Bonds category. The inaugural Wisdom of the Selector Awards in Amsterdam hosted around 150 participants from across Europe, who came to explore the topic of sustainable investment, assess their strategies and share best practices. Collecting the award on behalf of Etica […]

FinanceCommunity Awards 2019: Chairman Ugo Biggeri has won the “Professional of the Year – Retail Asset Management Companies” category. These awards, now in their fifth year, recognise excellence in the finance industry. Ugo Biggeri is named Professional of the Year at the FinanceCommunity Awards We are delighted to announce that Ugo Biggeri, Chairman of Etica […]

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 […]

ESG Risk: recent finance-related events demonstrate how social and environmental irresponsibility expose companies to serious risks, such as reputational and operating risks, which can also affect financial returns.

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 […]