Best Practices

Ética acts as a transforming agent of the financial and business system, with the aim of inspiring and building profitable and sustainable projects and services. It is specialized in investments, financial markets and sustainability, always with the conviction that economic profitability and social responsibility reinforce and enhance each other. A pioneer and benchmark in Socially Responsible Investment (SRI), it has established itself as one of the most dynamic players in the financial world and in corporate services. Ética is made up of an international multidisciplinary team, made up of experts with extensive proven track records in each of the areas of activity. They are committed to building responsible and sustainable models that generate positive returns from the economic, social and environmental point of view.

The business purpose of ética is to transform the financial and business system, inspiring and building profitable and sustainable projects and services. That is why they were among the first on the national scene to

introduce ESG criteria in financial advice and investment decisions. In 2020 they expanded the portfolio of services that they offer to their clients towards more innovative solutions that are better adapted to market needs and requirements, while developing new methods and capabilities to analyse the degree of adherence of companies to ESG criteria, through the creation of clear and objective indicators. Etica designs proposals, services and projects in which there are no clients, but partners, with whom they work in constant interaction. The objective is to provide companies, individuals and family groups with the best tools to manage their assets, their financing and expansion needs, their innovation projects and the implementation of sustainable business models, with alignment of interests, profitability, security and responsibility.

Innovation, equity and sustainability.

In their yearly report on sustainability, https://etica.site/wp-content/uploads/2021/10/MEMORIA-ETICA-SOSTENIBILIDAD-2020_21-1.pdf, ética provides a full table with 13 indicators and the performance achieved.

In 2016, they issued their first report on Economy of Common Good (ECG).

In 2019, they published their first report on sustainability

Licence as registered adviser of the alternative stock market

As many companies, ética has to face important challenges during the pandemic. However, they took opportunity of this crisis to reduce their own impact thanks to:

• The replacement of all face-to-face meetings with online meetings, without generating emissions derived from travel.

• Enabling teleworking, reducing electricity consumption in offices.

Ética Patrimonios, (2021). Politica de inversion ESG https://etica.site/wp-content/uploads/2021/10/211021-POLI%CC%81TICA-INVERSIO%CC%81N-ESG-E%CC%81TICA.pdf