PORTFOLIO ANALYSIS

SVI offers Institutional Investors ESG portfolio analysis and assessment.

The correlation among different asset assets has increased in the last two decades, also the conflicts of interest in the markets and the disalignment of incentives among market participants have also kept increasing. As a result, portfolio diversification and the analytical tools provided by Modern Portfolio Theory have proven not to be sufficient to protect Institutional Investors assets.

More than ever, Institutional Investors need insightful ESG analysis and independent corporate governance assessments to protect from market governance failures and herd effects.

SVI provides Institutional Investors with periodic ESG Reports. ESG Reports assess, on a periodic basis, how the Investor’s portfolio – identified according to the guidelines expressed in the previously agreed Scope of the Activity –performs vis-à-vis his sustainability policy, with a quantitative and factual approach.