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Etica Sgr is the asset management company of Banca Etica Group founded in 2000 and since 2003 is developing, promoting and managing exclusively socially responsible investments with the goal of “representing ethical values among the financial markets, making financial players aware of SRI and CSR values.” (Art. 4 Etica SGR articles of association).

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KEY DATA

Company name Etica Sgr S.p.A.
Headquarter Via Napo Torriani, 29 – 20124 Milan
Phone: +39 02.67071422 – Fax: +39 02.67382896
Website www.eticasgr.it
Email posta@eticasgr.it
Established December, 5th, 2000
Capital 4,500,000 Euros. Under management and control of Banca Popolare Etica
Tax and VAT Number 13285580158
Registration held by the Bank of Italy Section managers of UCITS n.32
R.E.A. Registration Nº 1634082
Products Ethical Mutual Funds – Sistema Valori Responsabili Mutual Funds
Services Advisory to institutional investor
Shareholders
  • Banca Popolare Etica (51,47%)
  • Banco BPM (19,44%)
  • BPER Banca (10,00%)
  • Banca Popolare di Sondrio (9,87%)
  • Cassa Centrale Banca (9,22%)
Net Income as of 12/31/2017 3.8 million Euros
Assets under management as of 12/31/2017 3.2 billion Euros