Responsible Investment
Responsible Investment Advisory
ESG across the investment process — integration, diligence, monitoring.
What is it?
A dedicated responsible investment practice covering ESG integration, ESG due diligence, ESG screening, Responsible Investment Policy, portfolio ESG assessment, PAI assessment, SFDR support, DNSH assessment, sustainable investment assessment, portfolio carbon assessment, climate risk assessment and ESG monitoring frameworks.
Why does it matter?
Capital is increasingly accountable for the ESG consequences of its decisions. Whether the driver is regulation, LP expectations or genuine conviction, responsible investment needs structure: policy, process, data and monitoring.
Who needs it?
- Investors and fund managers
- Financial institutions
- Family offices and asset owners
- Funds engaging with sustainable finance frameworks
What SarvaRitam does
- 01Design ESG integration across the investment process
- 02Run ESG due diligence on targets and portfolios
- 03Draft Responsible Investment Policy and screening approach
- 04Support PAI, SFDR and DNSH-related assessment work
- 05Build portfolio ESG, carbon and climate monitoring
Engagement process
Investment process review
Policy and screening design
Integration and diligence
Monitoring and reporting
What is delivered
- ESG integration framework
- ESG due diligence reports
- Responsible Investment Policy
- Portfolio ESG & carbon assessment
- PAI / SFDR / DNSH support
- ESG monitoring framework
Frameworks that may apply
Applicability depends on organisation type, jurisdiction and reporting period.
Next step
A 30-minute introductory conversation is the fastest way to scope this properly.
Discuss Your Investment ESG FrameworkLet's solve your ESG challenge.
Tell us where your organisation stands and what you're trying to achieve. We'll suggest the clearest next step — honestly, and without obligation.