Etica Sgr is the asset management company of Banca Etica Group founded in 2000. Since 2003, Etica Sgr is the only Italian asset management company that exclusively offers sustainable and responsible mutual funds aimed at private and institutional investors.
The investment solutions that Etica Sgr offers are UCITS funds belonging to "Sistema Etica". Etica Sgr's sustainable and responsible funds have been set out to create medium-long term performance for investors by focusing on companies and countries that adopt virtuous ESG practices (environmental, social and corporate governance).
The "Sistema Etica" is composed of six funds grouped in two lines: "Linea Valori Responsabili" and "Linea Futuri Responsabili" composed by "Etica Impatto Clima" launched in October 2018.
The "Linea Valori Responsabili" mutual funds invest in businesses and countries that adopt virtuous ESG practices, taking a global approach to themes and sectors. Currently the line is composed by five mutual funds covering all the main risk/return profiles. The "Linea Valori Responsabili" is composed of five funds: Etica Azionario, Etica Bilanciato, Etica Rendita Bilanciata, Etica Obbligazionario Misto, Etica Obbligazionario Breve Termine.
The "Linea Futuri Responsabili" is currently made up of the fund, "Etica Impatto Clima", which investment strategy is mainly focused on the topic of climate change.
Etica Sgr is also involved in engagement through dialogue with investee companies and the exercise of voting rights at their shareholders meetings. The dialogues are focused on ESG topics relevant for investors and for the company; the goal is to support sustainable business practises.
Moreover, when investing in the funds of "Sistema Etica" the investors can choose to devolve 0.1% of invested capital in favour of an Etica Sgr fund that guarantee microfinance projects and support crowdfunding initiatives in Italy with significant social and environmental impact, which are selected by the Parent company Banca Etica.
The Company website is available at the following link: https://www.eticasgr.com/en#