Etica Sgr’s responsible investment
Respect the environment and human rights, invest in the real economy and reward companies and countries that adopt virtuous practices. All without sacrificing opportunities for returns, in a medium to long-term perspective.
Following these principles, Etica Sgr has developed a securities selection process initially aimed at excluding countries and companies involved in controversial activities and subsequently focused upon identifying the most virtuous experiences based upon the analysis of social, environmental and governance aspects of the issuers.
In addition, on behalf of the subscribers of its funds and in a manner consistent with the principles that guide responsible investment, Etica Sgr performs shareholder engagement activity, i.e. it exercises voting rights attached to the ownership of shares of issuers in whose funds they invest. Shareholder engagement forms part of the dialogue that Etica conducts with companies and institutions in a long-term and proactive manner.
The securities selection process and that of engagement with companies is certified for the Quality Management System, in compliance with the requirements of the EN ISO 9001:2015 standard.
Before subscribing, please read the KIIDs and Prospectus available from placing agents
The placement of the "Sistema Etica" funds is only available in Italy. For further information, please refer to the Italian version of the website