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Sustainable Value Investors

Service Providers Framework 2018

Reporting Year [OO 02] Signatory category and services [OO 03 - 05]

Responsible investment policy [SG 01 - 15]

Type of reporting and assurance [REP 01] Reporting frameworks/standards/guidelines [REP 02] Assurance standards and assuring ESG [REP 05]

Active Ownership Services

Active ownership services [AOS 01 - 03] Engagement [AOS 04 - 10] Communication and sharing ESG information [AOS 17]

Advisory and Consultancy

Advisory and Consultancy [AC 01 - 04] Investment policy development [AC 06] Investment research [AC 10 - 11]

Research and Data Provision

Product level [RDP 01] Research/process level [RDP 02 - 08]

Export Public Responses

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Basic Information

OO 01. Basic information

01.1. Select the location of your organisation’s headquarters.

Italy

01.2. Indicate the number of countries in which you have offices (including your headquarters).

2 - 5

6 - 10

11 - 50

>50

01.3. Indicate the regions where you have offices.

Africa/Middle East

Asia (excluding Japan & Korea)

Australasia

Canada

Continental Europe

Japan & Korea

Nordic

South America

UK & Ireland

01.4. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

3 FTE

01.5. Additional information.[OPTIONAL]

Sustainable Value Investors (SVI) is a financial analysts advisory team who offers Institutional Investors, GPs and LPs portfolio ESG Ratings for Equity, Private companies, Real Estate and Alternatives. SVI also develops ESG Policies, Reporting and Engagement on behalf of Investors.

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