A holistic vision of Socially Responsible Investing (SRI)

We have signed the Principles for Responsible Investment (PRI) and integrated a review of social, environmental and governance impacts of the companies we select in our research.

As a result, we can help you define investment opportunities that reflect your needs by including the values that are important to you.


Our approach

A structured, consistent approach
We work in partnership with a consultant who assesses over 4,800 companies around the world. In addition to the consultant's input, we run additional internal analysis on SRI characteristics across different strategies.

The results of our SRI research are included in a proprietary assessment grid, both for the management of our investment funds and our mandates.

We are convinced that SRI is a win-win solution which promotes our clients' investment goals while also acting in the best interest of the invested company.
Eric Syz
Eric Syz Group CEO

An active approach to governance
We take an active approach to corporate governance via a shareholder commitment policy. We exercise our voting rights to promote ethical business practices, protection of the environment, fair relations with corporate partners, the absence of discrimination and the protection of human rights, among other topics.