We help clients to meet their stewardship obligations to beneficiaries and society as a whole. With this dual goal in mind, our motto is ‘Stewardship for value. Value for society’.
We want to contribute to a more sustainable and a fairer world for future generations by helping investors change.
In our Responsible Policy we commit to provide our clients with the support needed to fulfil their stewardship duties towards beneficiaries and society as a whole.
We have been shaped by a multidisciplinary culture and have put together an international team of committed young people to achieve sustainable development goals.
Dr. Daniela Carosio, President and Founding Partner of SVI, has strong capabilities in Corporate Governance and ESG integration into financial analysis. She is an Investment Professional and Certified Financial Analyst with over 30 years of professional experience in financial markets at Mediobanca (M&A), the Italian Stock Exchange (CFO advisor), Standard & Poor’s Governance Assessment (London) and in syndicated loans at Bank Austria (Vienna). Former Head of ESG Research and Active Ownership at Etica SGR and ECPI with two MBAs in Economics and in Anthropology.
Experienced manager in Finance; strong international background, skilled in sustainability and change management, with experience in start-up firms. Board Member of numerous companies, with academical carrier in Università Bocconi and New York University.
Associate Professor in Business Administration and Accounting and Co-Director Master Sustainability in Law Finance and Management (SiLFiM) at Bicocca University, Milan. Academic coordinator of the Jean Monnet Module Application on Sustainability Disclosure in Corporate Reporting selected for EU support (2019-2022).
Investment professional, with thirty years of experience in the financial industry (Daiwa Securities and Lehman Brothers). Former head of equity at Aletti Gestielle Sgr and of Institutional Relations at the Italian Family Officer Association (AIFO). Currently Responsible for asset manager relations at Fondi e Sicav.
Co-founder of the Green Energy and Sustainable Businesses track of the Global MBA program at Bologna Business School (BBS) and adjunct professor at the University of Bologna. Currently executive director of Camfridge Ltd, leader in high efficient gas-free refrigeration technology. With an international professional carrier in France, Brazil, Argentina, Germany and UK.