ESG MONITORING AND ENGAGEMENT

SVI can conduct ESG related monitoring and engagement activities on behalf of clients. SVI monitor the investment portfolios and their underlying assets and suggests engagement activities which address solutions to ESG risks in the portfolios of SVI clients. The engagement activities help the investors to be compliant with the PRI Principles 3 and 5, the EFAMA Code, the UK Stewardship Code and other best practice codes. SVI provides investors with a periodic (typically annual) Assessment Report which assesses the impact of engagement activity. ESG Engagement activities are conducted on a stand-alone basis or as collaborative engagement with other investors, conveying the corresponding total asset under management for the goal of the engagement.