"Stewardship for value. Value for society"
Sustainable Value Investors (SVI) is an investment advisory boutique founded in 2013 by Investment Professional and Certified Financial Analyst Dr. Daniela Carosio. It offers research and advisory services related to ESG integration and Impact Investing. SVI has been a signatory of the United Nations Principles for Responsible Investment (UNPRI) since 2014.
"ESG authenticity for us and our clients"
Which is our unique selling proposition to our clients? We are an ESG pioneer and our ESG advisory is founded on cultural analysis to enable strategic ESG integration and communication beyond compliance. We support our clients – who are Private Equity, Credit and Equity Fund Managers – along their whole value chain: ESG Due Diligence, Portfolio Monitoring, ESG Rating for Large Enterprises and SMEs, ESG integration at portfolio companies, measuring ESG performance against ESG targets and benchmarks and…last but not least…ESG engagement.
"Italian based but truly multicultural"
We are based in Italy but are truly international and multicultural, addressing ESG topics from Italy inside out and from the world to Italy outside in. We also support NGOs by providing ESG reputational assessments of their fund providers, both listed and unlisted companies.
OUR MISSION
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’.
OUR VISION
We want to contribute to a more sustainable and a fairer world for future generations by helping investors change.
OUR POLICY
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.
OUR TEAM
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.
Daniela Carosio
President & Founding Partner
Federica Caruso
ESG Analyst
Giacomo Mira
Research and Editorial Intern
Liv Svae
ESG Analyst
Davide Targa
ESG Analyst
Christi Ying
ESG Analyst
OUR ADVISORY COMMITTEE
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.
Elena Bittante
Advisory Committee Member
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).
Federica Doni
Advisory Committee Member
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.
Pinuccia Parini
Advisory Committee Member
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.