Sustainability is integral to how we create long-term value, embedding
ESG considerations into our governance, our investment decisions and
our partnerships.
Our guiding principles
Our sustainability efforts are guided by the following principles which form the compass of our
sustainability journey.
Positive impact on the world
For all stakeholders
We see no trade-off between investment returns and responsible investment. Sustainable returns are built by growing the value our activities bring to all stakeholders.
Holistic value creation
A business’ long-term value creation and the financial success it creates are inseparable.
Value creation and risk mitigation
Risk reduction and value creation
Sustainability presents both risks and opportunities. We believe that paying close attention to sustainability reduces risk while protecting and creating long term value.
Sustainability fosters innovation
A focus on sustainability opens opportunities to address global challenges, earn returns and catalyse solutions that benefit both society and the environment.
Sustainability at Sofina
Across our operations and our portfolio, sustainability guides how we work, invest and build lasting partnerships. We take a two-fold approach to sustainability: embedding ESG and impact considerations across investments, and advancing key ESG priorities within our operations to lead by example.
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.
Sustainability is how we protect value, manage risk and fulfil our mission: 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 — reducing risk, creating long-term value, and delivering positive outcomes for society.
Business conduct
We uphold the highest standards of business conduct, ethics and integrity, as defined in our Code of Conduct. These principles guide every decision we make — ensuring our activities are carried out responsibly, transparently and in full compliance with applicable laws and regulations.
Strong governance frameworks and a culture of accountability strengthen trust with our stakeholders and extend to our portfolio companies, reinforcing Sofina's position as a trusted partner for investors and top talent alike.
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. These commitments extend to our portfolio companies, where we encourage improvements in the diversity of decision-making bodies, gender pay equity and equality of opportunity.