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Introduction

Regulators, politicians, shareholders, customers / participants and the public expect and demand more and more from financial institutions when it comes to corporate social responsibility and investment. The ambitions of financial institutions in the field of sustainability are also increasing due to the intrinsic motivation of the management board or pressure from customers, participants and employees. This increases the need for an overarching and guiding SRI policy with clear ambitions and objectives.

What is it?

With our SRI strategy development service, we help your organization with the development and further refinement of your socially responsible investment (SRI) policy. This can be done by establishing or reassessing your investment beliefs and ambitions, choosing focus themes that suit your organization and supporters and formulating SRI objectives.

Why important?

The SRI policies of many financial institutions have grown historically and are patchy. It started with the exclusion of controversial weapons such as cluster munitions, followed by voting at shareholders' meetings and engagement without underlying policy. An overarching and guiding SRI policy with clear ambitions and objectives is therefore important.

For who?

SRI strategy development is intended for pension funds, asset managers, banks, insurers and intermediaries who want to further refine their SRI policy, have insufficient in-house expertise or want a second opinion.

Main benefits

  • An overarching and guiding SRI policy with clear ambitions and objectives.
  • Targeted deployment of people and resources.
  • Aligment with your own investment beliefs, focus themes and often limited resources.