Stewardship
Responsible Investors
Empowering Responsible Investors to create value through effective stewardship of their investments
The financial sector plays a crucial role in the essential transition to a more sustainable world, with effective stewardship serving as a key driver to accelerating that change.
Effective stewardship empowers responsible investors to harness their influence to create a positive impact on the companies they hold and to advocate for stronger sustainable policies and industry standards. This approach not only fosters long-term sustainable business practices but also mitigates investment risks and maximises value over time.
The benefits of effective stewardship extend beyond the companies and their investors; it has a positive impact on the well-being of people and the planet—economically, environmentally, and socially.
Ultimately, effective stewardship represents a pathway to value creation, with you—the responsible investor—playing a central role in this process.
Contact me today to discover how you can implement or enhance your stewardship practices and become an effective steward of your investments.
What is stewardship?
"Stewardship is the use of investor rights and influence to protect and enhance overall long-term value for clients and beneficiaries, including the common economic, social and environmental assets on which their interests depend."
Principles for Responsible Investment (PRI)
Who can benefit from my support?
Responsible investors.
Asset owners or asset managers.
My objective is to assist you, whether you're an asset owner or asset manager, in navigating the complex and rapidly evolving landscape of stewardship.
I aim to help you overcome your challenges while building an effective stewardship framework that generates value.
Acknowledging that each category of investor has unique interests, challenges, and roles within the stewardship ecosystem, I ensure that my stewardship services are tailored to meet those specific needs.
Based on the four categories of responsible investors listed below, I can serve as your tailored strategic stewardship partner.
Contact me to discuss the challenges you may be facing and the potential solutions I can provide.
If you are a responsible investment or asset manager of publicly held companies
If you are a responsible investment or asset manager of privately held companies.
Principles for Responsible Investment (PRI)
"The six Principles for Responsible Investment offer a menu of possible actions for incorporating ESG issues into investment practice(...)
Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices."
PRI website, What are the Principles for Responsible Investment?
Get in touch
If you're interested in discovering how to become a more effective steward and responsible investor, feel free to contact me at juliana.barbosa@b-lief.ch or submit your inquiry using this form.