What We Do
We advise and support investors in designing and implementing Responsible Investment strategies and practices to comply with their commitments (including reporting) to UN PRI, to develop a more competitive long-term sustainable business model, and to execute investors’ stewardship and fiduciary duties towards beneficiaries and stakeholders.
OUR CLIENTS
- A major Italian Private Equity firm with 700 mln Euro of AuM – we conducted ESG Due Diligence on 50% of the portfolio companies, provided ESG Ratings and monitored ESG performance against improvement targets annually (2016-2020)
- Another leading Italian Private Equity firm – we developed the ESG Policy for its funds and provided a baseline ESG Rating for 100% of portfolio companies (2019-2020)
- A leading international NGO – we provided ESG Ratings for 300 global companies so they could engage with their investment managers (2013-2020)
- A real estate public fund – we helped them become a signatory of the UN PRI (2016)
- Two alternative asset managers – we developed the ESG Policy of two alternative active open-end funds, a US water fund and a Germany farmland fund (2013)
OUR SERVICES
ESG ADVISORY
SVI advises and supports Investors in designing and implementing ESG Policies and Strategies to comply with the UN PRI Principles. SVI has a strong know-how in Corporate Governance and ESG integration into financial analysis.
Read MoreESG DUE DILIGENCE AND RATING
The ESG Due Diligence and Rating cover the three dimensions: environment, social and governance. We have specialized in private companies and SMEs and are therefore well suited to partnering with Private Equity funds.
Read MoreESG MONITORING AND ENGAGEMENT
We conduct monitoring and engagement activities on behalf of investors and NGOs with target companies on topics such as Life Cycle Assessment, circular economy and climate change mitigation.
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