SOCIAL RESPONSIBLE INVESTMENT

Santa Fé has always made decisions in light of its regard for the human being, valuing interpersonal relations, social responsibility and respect for the environment. The firm helps manage the Lar da Benção Divina, an institution set up  50 years ago. Today it is a day-care center, accredited by the Municipal Government of São Paulo, catering towards 200 children.

  In the investment area, the same guidelines are seeked. A global trend over the past few years points to investors seeking out socially responsible and sustainable companies, in the belief that, in the long run, these companies will be more apt to face up to economic, social and environmental threats. Such actions are known as “socially responsible investment” (“SRI”); management practices at SF Aquarius reflect this profile; for this reason, the fund  invests preferentially in companies included in the ISE – Corporate Sustainability Index, implemented by BOVESPA. The index is composed by a select group of companies, highly committed in terms of sustainability and social responsibility.

 Principles for Responsible Investment

In March 2008,  Santa Fé Portfolios became a signatory to PRI – Principles for Responsible Investment , an initiative by the UN General Secretariat and implemented by the United Nations Environment Programme Finance Initiative (UNEP FI) and to the United Nations Global Pact..
 
  These principles are a series of voluntary practices adopted by a group of institutional investors and asset managers committed to integrating environmental, social and corporate policy making with processes of investment assessment and decision-making.

  Becoming a signatory to the PRI, Santa Fé validates its commitment to Social Responsibility and its support for socially responsible investment.


Learn about the Principles of Socially Responsible Investment  


"I applaud the leadership of the institutions that have committed themselves to this undertaking, and urge other investors around the world to join this historic effort."

Ban Ki-Moon,
UN Secretary-General

 Socially Responsible Investment

“.... brings together financial objectives of investors, their social, environmental and ethical concerns with issues of corporate policy.” (EUROSIF)

“.... consider the integration of social and environmental concerns with traditional investment decision-making criteria, satisfying the twofold objective of providing adequate financial return on investments while emphasizing good corporative practice.” (International Labor Organization)

.... allows investors to take greater issues into consideration, such as social justice, economic development, peace or a healthy environment, alongside conventional financial considerations.” (ASRIA-Association for Sustainable and Responsible Investment in Asia)

.... builds a better tomorrow with your money, while you obtain competitive returns on your investment today.” (US Social Investment Forum)

United Nations Secretary-General Kofi Annan and the CEOs of the world's largest investment institutions visit the New York Stock Exchange to launch the "Principles for Responsible Investment" and ring The Opening Bell. 27/04/2006

Santa Fé is participating in the following initiatives to support the Social Responsible Investment:

1- Aviva Investors- led collaborative engagement on the UN Global Compact - Phase Two

2 -The Seoul Initiative

3- Letter to the Obama Administration create an Office for Innovation in Corporate Social Responsibility