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.”
Etica Sgr has developed the so called "Sistema Valori Rsponsabili" a set of 5 Sustainable and Responsible Investment Funds (last one launched in September 2015) which are managed by a third-party asset management company, Anima Sgr.
Etica Sgr actively participates and exercises the voting rights, in shareholder meeting. Moreover, Etica Sgr is involved in engagemen with companies, organising meetings with companies, and sending letters on specific ESG topics, always encouraging best practices on sustainability.
Etica Sgr offers also the ESG consultancy services to institutional clients (such as Pension Funds, Social Security Funds, foundations, religious organisations, asset management companies, banks and insurance companies) providing them with securities Black List, securities Eligible Universes and Portfolio Screening activities according to ESG criteria and supporting them in their engagement activities focused on different ESG topics.
Lastly, Etica Sgr offers an impact investing opportunity through a fund which supports micro-entrepreneurial projects in Italy or a crowdfunding platform to finance initiatives that present an high social and environmental impact. Such fund is financed via an optional 0,1% subscription fee that the subscribers of the 5 SRI funds can voluntarily apply.