Selection Process
Etica SGR is engaged in allocating investor’s assets on securities whose issuing companies are compliant, at the investment time, with an high CSR and environmental profile.
For the issuing company identification we enjoy a collaboration with several specialized data banks committed to our responsibility, evaluation and exclusion profiles.
Selection process enjoys the collaboration with the following players:
Anima SGR is in charge of VR funds’ management. It receives indications and updates on the investible universe from Etica SGR. Anima SGR executes a financial analysis on these universes and completes transaction with these securities. More information on the company’s website: http://www.animasgr.it/
Consistently with fund’s rules Etica SGR proposes to the ethical committee the social, envirnomental and governance indicators which have to take in consideration in the ESG analysis and their weights. Subsequent to the approvation by the board of directors, the company applies the criteria to our data banks and updates the investible universe every two quarter for the enterprises and every year for the countries.
Eiris (Ethical Investment Research Services) is an independent research company, headquartered in London, engaged in companies’ and countries’ social responsibility analysis. Its working team is composed by 40 analysts focused on the analysis of the data provided by the companies and by 70 non governmental organization such as Amnesty International, Greenpeace, Transparency International, Action Aid, Christian Aid, etc.. Eiris includes, in its data banks, about 3.000 stock listed companies worldwide and 74 countries, gathering information about their social, environmental and governance profile. Data are generally updated every year in their overall structure and constantly updated in their specific parts on the basis of the significant events influencing issuer’s profile. Stock listed companies are chosen among these indexes: TSE All Share; FTSE 100; FTSE 250; FTSE 350; DAX 100; FTSE All World Developed; FTSE All World Nord America; FTSE World Index Europe ex UK; Stoxx 600. More information on: www.eiris.org
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