Responsible Investment
For pension committees, foundations, family offices, and other institutional asset owners, integrating environmental, social, and governance (ESG) factors into portfolio management has become an important driver of reflection and decision-making. In a context of economic, regulatory, and social transition, responsible investment helps better identify the risks and opportunities that may influence long-term performance.
This approach seeks to align financial objectives with the values and priorities specific to each organization. It helps enhance investment analysis, strengthen the governance of investment decisions, and better position portfolios in light of ongoing sustainable trends.
As a signatory to the Principles for Responsible Investment (PRI), SAI supports its clients in adopting a structured, practical, and tailored approach suited to their reality. Whether the objective is to better understand ESG concepts, define a clear direction, or gradually integrate these considerations into portfolio management, our professionals provide rigorous, pragmatic support proportionate to each organization’s level of maturity.
Services we offer:
- Training on ESG factors and market best practices
- Workshops on values, priorities, and responsible investment objectives
- Development and review of responsible investment policies
- Development of analytical frameworks tailored to client needs
- ESG analysis of portfolios and funds
- Tools for monitoring ESG objectives and preferred themes
- Climate scenario analyses
- Assessment of transition risks and portfolio resilience
- Strategic recommendations regarding alignment, risk management, and return opportunities
- Support in the gradual implementation of ESG practices
Our approach takes into account the fact that each client evolves at their own pace. We therefore favor a flexible and progressive approach, based on the organization’s objectives, context, and comfort level. Our goal remains the same: to provide tailored support that is useful for decision-making and creates long-term value.
