Socially Responsible Investment Solutions
In Europe, there are nearly 2,000 self-proclaimed Sustainable and Responsible Investment (SRI) funds. However, there is no universal norm that guarantees the extra-financial quality of these funds’ approaches. At BNP Paribas Wealth Management Asia, our SRI team’s role is to select the best SRI funds based on extra-financial criteria to create an offering for private clients.
We also provide SRI consulting services to match the values of our clients to their investments, providing holistic solutions that contribute positively to society as well as your portfolio.
Our Approach to Socially Responsible Investing
Socially Responsible Investing (SRI), also known as sustainable investing or social investment, is an approach to investment that integrates environmental, social and governance factors (ESG factors) in the evaluation of investments.
Since 2007, we have developed a real expertise in SRI and Impact Investing. Our investment and SRI specialists across the globe select products that provide social or environmental value as well as financial performance. Our experts also provide clients with SRI consulting through a range of services aimed to assist you in your responsible investment initiative.
To ascertain how thoroughly a fund takes into account environmental and social issues, we use a proprietary tool to analyse various criteria such as
- Fund purity;
- Quality of the Environmental, Social and Governance (ESG) approach;
- Voting and commitment policy;
- Sector and normative exclusion policy
To allow you to verify the real impact and performance of your portfolio on all criteria important to you, our team will also provide you with:
- Detailed diagnosis of your investment portfolio,
- Guidance to help you re-orient your portfolio towards fostering greater social responsibility outcome,
- Bespoke counsel on a targeted impact choice.
Find out more about our approach to Socially Responsible Investing and SRI consultancy services, or explore our research and publications on SRI and Impact Investing below.