Mission and Values

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Mission and Values

“As savers we should be aware of the consequences of our investments

as well as of the importance of ethical and values in our money management”

(from Banca Etica strategic statute)

Etica SGR was born to enhance family and institution financial investments towards those companies and countries with an outstanding social and environmental responsibility.

According to its mission, the company is focused on achieving its efficacy and economic effectiveness goal paying the highest grade of attention to social and environmental issues throughout its consistent governance and stakeholder management.

  • Etica Sgr promotes investments in financial instruments issued by companies with an high awareness for social and environmental consequences of their decisions. (Valori Responsabili Mutual Funds)
  • Etica Sgr actively participates and exercises the rights, even through third parties, in shareholders meeting.(Shareholders Engagment)
  • Funds underwriters donate one euro out of a thousand to a guarantee fund involved in Italian microcredit projects. (Microcredit)
  • Etica Sgr represents ethical values among the financial markets making financial players aware of SRI and CSR values. (ESG Advisory)

Values

“Etica SGR represents ethical values among the financial markets making financial players aware of SRI and CSR values. Company’s business is based on the utmost disclosure”. (Art. 5 Etica SGR articles of association)

According to its mission, the company is focused on achieving its efficacy and economic effectiveness goal paying the highest grade of attention to social and environmental issues throughout its consistent governance and stakeholder management.

Our activity is based on several values:

  • Care
  • Consistency
  • Sobriety
  • Human Value
  • Transparency
  • Responsaible use of resources