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09.25 - 09.45

PRESENTATION

The Strenuous Workout for the Race to Net-Zero: The EticaFunds’ Approach

Our SRI investment solutions aim to deliver medium-long term performance opportunities based on the real economy and rewarding businesses and countries that adopt virtuous environmental, social and governance practices (ESG). We actually invest only in securities selected through a careful analysis, in order to scout the best performing companies and countries that are sustainable from a financial and also from an ESG point of view.

With our 23 years of experience we demonstrate that ESG analysis brings added value, even in terms of risk-return profile and that, especially at times of high volatility, can also serve to mitigate financial risk.

We have a specific and proprietary approach to climate change, which has led to relevant results in the reduction of carbon intensity without compromising the economical performance.

Our Global Equity SRI strategy, Etica Sustainable Global Equity, aims to replicate the consolidated investment strategy of Etica Azionario, our Italian fund with 16 years of track record (it was launched in 2007). It invests in equity markets worldwide, seeking the best opportunities at thematic, geographic and sector level. The fund is characterised by an active management style; the management team combines the top down approach used for asset allocation with the bottom up approach for stock selection.

The fund is classified as sustainable in accordance with the Sustainable Finance Disclosure Regulation (SFDR).

SPEAKER

Fabio Moliterni

ESG and Climate Strategy SpecialistETICA SGR

Graduated in Economics and Social Sciences at Bocconi University, since 2018 he works at Etica Sgr, where he develops methodologies for investment strategies based on ESG considerations, through the analysis of indicators and trends, especially following the topic of energy transition and the related regulatory developments by the European Commission.

He has experience as a researcher in academia, where he worked on the evolution of the economic and financial systems in dealing with climate change.

CONTACT

Gianluca Zappa

Relationship Manager
+39 3426347070
gzappa@eticasgr.it

FUND INFORMATION

Etica Sustainable Global Equity

ISIN: LU2052491177

Top 5 Funds (%)

Geographic Breakdown (%)

Programme menu

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Money Market

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Commodities

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Money Market

Spain

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Spain

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Commodities

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2023-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Spain

2022-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2022-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Real Estate

Infrastructure

Commodities

Hedge Funds

Collectibles

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Money Market

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green bonds

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Convertible Bonds

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

Investment Grade

Convertible Bonds

EM Debt

Eurozone Government

Inflation-linked

Asset-backed Securities

US Treasuries

Green Bonds

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

Asia ex Japan

US

European

Japan

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

Global EM

Asia ex Japan

US

European

Japan

Frontier

Domestic

PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

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