Daniela Carosio


Corporate Governance and Financial analyst with specific know-how in ESG evaluation on behalf of institutional investors. Senior partner of Sustainable Equity Value (SEV) since March 2011. Previously head of ESG Research, Proxy Voting & Engagement at Etica SGR. Development of a ESG analysis proprietary method for European middle and small caps. Exercise of fiduciary duties, responsible for exercising shareholder voting rights and engaging in dialogues with companies and other investors. Co-filing of resolutions with ICCR members. Lobbying activities in SRI networks such as: PRI, Eurosif, FEBEA, National SIFs.

She has worked 20 years in financial analysis and investment banking in Italy and abroad:

Italian Stock Exchange, Pioneer, Mediobanca and Burson-Marsteller (Milan), S&P’s Governance

Assessment team (London) and Creditanstalt and GiroZentrale (Vienna).

Member of the Nedcommunity (the Italian Association of Non Executive Directors), the ESG Commission of EFFAS (European Federation of Financial Analysts) and AIAF (The Italian Association of Financial Analysts). Appointed counselor of AIAF’s Probi Viri Council for the 2008-2010 term.

Responsible of the AIAF study group on CG and SRI.

Also involved in coaching activities on CG and ESG analysis (Parma University, Aseri Master, Rome

Pontifical University of Saint Thomas Aquinas). Author of a book and articles on ESG.

She holds a cum laude master degree in Economics from Bocconi University, as well as a cum laude master degree in anthropology from Bicocca University, Milan. In 1986 she followed a MBA course at the Fundaçco Getùlio Vargas, São Paolo, Brazil.


I am strongly interested in joining the network for sustainable financial markets because I fully share its principles. I would like to exchange ideas on financial markets reform with professionals thinking out-of-the-box. I also think that taking advantage of independent think tank among professionals who have lived and experimented in their daily professional activity the pros and cons of the practice as well as the gap between theory and daily practices is essential to improve the sustainability of the economics and financial markets. I am strongly convinced that governance at all financial institutions should be improved and a better alignment of interests of all the market participants within a long-run view is essential to recover from the present financial crisis and restore confidence in the financial markets.

Email: daniela.carosio[at]sustainablevalueinvestors.com