{"id":33480,"date":"2021-03-03T10:38:13","date_gmt":"2021-03-03T08:38:13","guid":{"rendered":"https:\/\/www.eticasgr.com\/storie\/news-events\/top-gestore-fondi-2021-etica-sgr"},"modified":"2021-04-28T17:50:40","modified_gmt":"2021-04-28T15:50:40","slug":"top-fund-manager-2021-etica-funds","status":"publish","type":"post","link":"https:\/\/www.eticasgr.com\/en\/storie\/news-events\/top-fund-manager-2021-etica-funds","title":{"rendered":"Top Fund Manager 2021 | Etica Funds wins in 2021 for the fifth consecutive year"},"content":{"rendered":"

The German Quality and Finance Institute<\/strong> has named Etica Funds a Top Fund Manager in<\/strong> 2021 for the fifth year running<\/strong>. This is the first year that Etica Funds was judged in the Italy Medium<\/strong> category because, in 2020, Etica reached \u20ac5 billion in assets<\/strong> under management. The company has therefore joined the ranks of \u201csignificant managers\u201d according to the definition in the Bank of Italy\u2019s Regulation[1]<\/a>.<\/p>\n

\"Top<\/p>\n

With five awards in five consecutive years, Etica Funds is proof that investing sustainably and responsibly creates opportunities<\/strong> for medium\/long-term returns<\/a>.<\/p>\n

When assessing companies and countries for investments, Etica Funds combines the traditional financial analysis with ESG factors, according to a specific proprietary methodology of securities screening<\/a> and to a proprietary metric to measure ex ante the risk resulting from factors caused by ESG issues (named ESG Risk<\/a>). This \u201cdoubled\u201d risk control helps to improve the risk-return profile of a portfolio.<\/p>\n

Etica Funds wins the Top Fund Manager 2021 award \u2013 Italy Medium<\/h2>\n

In 2021, Etica Funds was named a \u201cTop Fund Manager\u201d in the Italy Medium category in a survey released by the German Quality and Finance Institute, an independent entity specialised in market research and financial product benchmarking in Europe[2]<\/a>.<\/p>\n

All fund managers with AUM of \u20ac5 to \u20ac50 billion<\/strong> were analysed to pick the winners.<\/p>\n

Methodology<\/h2>\n

To find the Top Fund Managers of 2021, the institute considered all funds distributed in Italy (retail classes only) with at least five years of history and AUM of at least \u20ac7.5 million, surveying only one class per fund (the oldest). Based on Morningstar data, the analysis compared open-ended funds in ten categories: Italian Equity, European Equity, Emerging Markets Equity, Global Equity, Prudent Balanced, Aggressive Balanced, Flexible Balanced, Alternative, Government Bonds (Europe), Corporate Bonds (Europe).<\/p>\n

Performance and risk dictate who wins<\/h3>\n

Performance and risk control over the past five years were analysed to name the Top Fund Manager for 2021. The methodology is based on two criteria:<\/p>\n