With Arca Fondi Sgr
A Social Fund by Arca Fondi & PlusValue
Social Finance
2022 - 2023
Social Finance
ESG
Social sustainability
The Project
- Creating a mutual fund to allow retail investors to invest in companies excelling in social sustainability
- Aligning the fund with European and international impact and sustainability frameworks
Our Role
- Design and creation of Arca Social Leaders 30 fund
- Defining the fund’s investment strategy
- Designing a quali-quantitative model based on key social factors to identify the best companies
Our Impact
- Launch of a €27.1 million fund EU Article 8 SFDR investing in bonds (60%) and equities (40%) on Euronext – Borsa Italiana
- Direction of funding towards companies with positive performances in Equal Opportunities, Health and Safety, Training and Education, and Fair Working Conditions