SRI Fit & Proper Check

The SRI Fit & Proper Check for foundations in Liechtenstein is provided as a particular service in collaboration with CSSP.

Introduction

More and more emphasis is being placed on investment strategies and approaches pledged to sustainability. Socially Responsible Investments (SRI) takes into account ecological and social aspects as well as economical ones.

Benefits of SRI for foundations

• Aim at achieving an investment policy consistent with your institutional self-image.
• Expand risk management by including environmental, social and governance criteria
• Respect the effects of your capital investment on social, ecological and ethical targets
• Enhance the diversification effect
• Avoid jeopardising your reputation

Sustainable investments offer an opportunity for the asset management of a foundation to support and promote the organisation’s purpose.

The major challenge lies in navigating the SRI maze in order to exploit the potential for a successful social, ecological and sustainable economy.