Ibercaja Gestión has launched Ibercaja Compromiso Solidario, an innovative mixed ethical fund aimed at institutions and entities in the third sector. This launch reinforces Ibercaja’s commitment to ethical investment, integrating values and principles as an essential part of its financial strategy.
Fund Characteristics and Methodology
The Ibercaja Compromiso Solidario fund is characterized by investing up to 30% in equities, allowing for a balanced management of risk and return. The methodology developed by Ibercaja’s specialized team seeks to align investment decisions with the values and principles of third-sector institutions. This approach not only aims for financial profitability but also seeks to generate trust by connecting organizational values with the investment strategy.
The fund is distinguished by its ability to tailor savings management to the specific needs of its clients, enabling third-sector institutions to actively participate in investments that reflect their ethical and social principles.
Ethical Supervision and Social Commitment
A key element of the fund is its Ethical Committee, composed of Ibercaja professionals and external experts. This committee supervises the application of the developed methodology, based on the guidelines of Mensuram Bonam, a document from the Pontifical Academy of Social Sciences that provides principles for the financial sector. This structure ensures that investments are made in accordance with rigorous ethical criteria.
In addition, the fund commits to donating 10% of the management fee to projects that align with the values promoted by third-sector institutions. This initiative not only seeks to create a positive impact on society but also aims to expand the social contribution of participating entities through responsible management of their savings.
