Home Advantages of an SRI analysis

Advantages of an SRI analysis?

Why conduct an SRI analysis? 

  • The financial performance of SRI funds is comparable to that of traditional investments. 
  • The SRI market is growing.
  • The SRI analysis provides financial added value over the long term.
  • The integration of a reinforced social and environmental policy reinforces, for many investors, the attractiveness of a company in its sector.
  • It is a form of investment supported by many public authorities : the number of tasks linked to SRI is increasing.
  • It is the means to stand out as a responsible investor.


Concretely, SRI funds can be introduced via:  

  • A programme consisting of 100% SRI from the very outset.
  • A "full switch" of the portfolio towards short/medium term SRI management with different intermediary stages.
  • SRI in terms of a given percentage of the portfolio.
  • SRI beginning with all new sums under management.
  • Investment in an existing SRI fund.
  • An active or passive management (by index).
  • A "turn key" formula of the Ethibel range of products or a management based on own criteria.
 

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