Sustainability is integral to how we create long-term value, embedding ESG considerations into our governance, our investment decisions and our partnerships.
Our principles and values
Our sustainability efforts are guided by the following principles which form the compass of our sustainability journey.
Responsible investor
Responsible investment is embedded throughout our investment process — from origination to exit. For Sofina Direct, this means applying positive screening on both the what and the how of every investment, using our ESG due diligence framework and drawing up sustainability roadmaps to drive continuous improvement.
For Sofina Private Funds, we assess General Partners' responsible investment policies and ESG practices, integrate ESG performance into our investment decisions, and actively encourage the adoption of best practices across our fund relationships. We believe there is no trade-off between investment returns and responsible investment. Sustainability is how we protect value, manage risk and fulfil our mission of creating enduring value, for everyone.
Environmental
Sofina supports the Paris Agreement and its net-zero ambitions. We are committed to decarbonising both our operations and our investment portfolio, recognising that our greatest impact lies in our role as a responsible investor.
We actively encourage our portfolio companies to assess their practices and take meaningful action on climate and environmental degradation.
Business conduct
our sustainability journey
Our Annual report sets out in detail how we embed sustainability across our operations, our investments and our partnerships.
Social
Our people are at the heart of everything we do. Operating within a collaborative, "one team" culture, our employees drive portfolio management, relationship development and the day-to-day operations of the Group.
We are committed to building an inclusive and supportive workplace — strengthening gender diversity at leadership level, supporting work-life balance and investing in training and development.