In our vision of responsible investment, the goal of achieving positive financial returns goes hand in hand with generating positive effects for the environment and society.
Choosing our ethical funds means considering the ESG impact of your investment and contributing to a more sustainable and inclusive growth of the economy and financial system that favours social entrepreneurship and companies that operate responsibly.
How we create a positive impact
When subscribing our ethical funds you can choose to devolve 0.1% of invested capital (1 euro every 1,000) in favour of an Etica Sgr fund that guarantees microfinance projects and supports high social and environmental impact crowdfunding initiatives. The projects and initiatives are selected and run by Banca Etica.
How we measure impact
As the last phase of the sustainable and responsible investment process we measure the impact of our funds’ equity investments. This impact can be seen as a genuine integration of financial and ESG factors, since the ethical funds’ equity portfolio is built following a financial logic on a pre-screened list of issuers who meet our ESG criteria.
Before subscribing, please read the KIDs and Prospectus available from placing agents.
The placement of the “Linea Valori Responsabili” and “Linea Futuri Sostenibili” funds is only available in Italy. For further information, please refer to the Italian version of the website.