Overall impact
B (69)

Commentary

Sofina is a strong overall performer. With a 'B' rating of 68.5 for overall impact (80th percentile compared to all companies), Sofina ranks 40th out of 183 industry peers, behind Beyond Bank, Pathfinder Bancorp, Haitong Securities and 36 others, and ahead of Hudson River Trading, Netwealth Group, Dun & Bradstreet and 140 others. On top material causes for Sofina's industry ( Financial Services (New Name)), Sofina performs well in Sustainable Use of Natural Resources (94.7 score), Sustainable Use of Natural Resources (94.7), Free, Secure Flow of Information (89.6) and 9 other causes where it received an 'A' score and performs poorly in Arts and Culture Access (25.8 score), Decent, Safe Work Opportunities (30.2), Arts and Culture Access (25.8) and 1 other cause where it received a 'D' or 'F' score.
Impact
Cause SOF.BR
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Overall impact

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Company
Founded
1898
Employees
83
Sector
Financials
Industry
Financial Services
Sub-industry
Specialized Finance
SASB industry
Consumer Finance
Headquarters
Belgium
Share classes
SOF.BR
Description
Sofina Société Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments. Within direct investments, it specializes in growth capital, early, startup, later stages, mature, emerging growth, mid venture, late venture and LBO investments. The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, life sciences, sustainable supply chains, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services worldwide. It also invests in the media, communications, insurance, property development sectors. The firm typically invests in European based companies with a global exposure, and it also has a particular focus on companies based in Western Europe and Asia such as in India, China and Southeast Asia and in the United States. It invests in minority investments between "100 million ($103.08 million) and "300 million ($309.25 million). The firm seeks to invest between "20 million ($20.62million) and "100 million ($103.08 million) in fast growing business. It seeks equity investment between "5 million ($5.35million) and "50 million (54.18 million) in venture and growth capital funds. It invests in privately owned and listed companies. It invests in private companies to support growth, finance acquisitions, give liquidity to existing shareholders/families, support sales processes, and make minority investment alongside shareholders controlling shareholders and in listed companies for replacement of existing shareholder, long term support of controlling shareholders, and delisting. Within fund of funds, the firm focuses on private equity, venture capital and growth equity funds, and selected relationships in buyout and special situations. It also manages funds in the fields of private equity funds. It typically invests in the North America, US, Europe and Asia, and concentrates on emerging markets. The firm prefers to hold a minority ow
Material causes
Ethos considers the following causes material for Sofina, based on its industry sub-industry Specialized Finance. Learn more about material causes in our methodology overview.

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