PlusValue

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With Arca Fondi Sgr

A Social Fund by Arca Fondi & PlusValue

2022 - 2023

Social Finance

Social Finance

2022 - 2023

Social Finance

ESG

Social sustainability

A mutual fund that invests in social themes

Arca Fondi SGR, one of the most prominent asset managers in Italy, requested our support to define the investment strategy for the creation of a mutual fund, targeting the most relevant and impactful social themes.

The outcome, “Arca Social Leaders 30” fund, allows retail investors to invest in the “best-in-class” companies from a social sustainability standpoint.

The thematic focuses of the Fund are (1) Equal opportunities; (2) Health & Safety programs and standards adopted (3) Investments for the employees’ development and training; (4) Fair Working Conditions.

Through the adoption of this investment strategy, Arca Fondi SGR aims to position themselves as European market leaders among managers of social funds.

Project Goals

4 thematic objectives:

Equal Opportunities, Health & Safety, Training & Education, Fair Working Conditions

6 social key performance indicators

Aligned with

European and International Social Frameworks

We are proud of...

Turning mainstream finance social

Thanks to a tailored ESG strategy, we helped our client reverse the fund’s role of sustainability and financial returns – with the first leading on the second. In fact, portfolio companies will be selected by the Fund’s management team only among the best in class for their performance in equal opportunities, health & safety, and training & education.

Driving social investments through data

To define the Fund’s sustainability strategy, we designed a quali-quantitative model aimed at identifying the best companies based on their performance on key social factors. The final output is an investable universe of the best scoring companies, compatible with the Fund’s ambition, to become Europe’s leading mutual fund focused on social sustainability.

“PlusValue is not a typical consultancy. Its dedication and seemingly unlimited network enable this team to deliver consistently superb results”

Andrea Ruckstuhl, Head of Continental Europe, Lendlease

Securing the investment

By balancing all the public and private goals, we created ideal conditions for the €4.5bn of investment, which underpins the MIND project. The intrinsic value created by our work now helps to protect the scheme from COVID shock.

Group 89 (2)
Group 89 (3)

Creating impact

Our network ensures the benefits of innovation in the district continue to enhance society. This affects every aspect of the scheme (e.g. reframing the presence of a prison into an opportunity for work inclusion). MIND is a beacon for similar EU projects.

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