ESG in discretionary management
ESG methodology for discretionary management
Our management mandates support the ESG transition. The mandates aim to reconcile sustainable investment with long-term performance, according to different management profiles.
One of the priorities assigned to ESG management is to protect against extra-financial risks that could affect the valuation of an issuer, particularly if it is the subject of controversy.
Extra-financial analysis reinforces our selection criteria, based on the Sustainable Finance Disclosure (SFDR) regulation: most of our selected funds comply with Articles 8 or 9 of the regulation.
For direct investments, the investment universe is reduced by excluding issuers on the basis of extra-financial criteria provided by Moody’s, a specialized third-party service provider. Using the “Best in Class” approach, which selects the best players in each sector, we retain 80% of issuers with the highest ESG rating, excluding the 20% with the lowest rating.
A policy of excluding companies involved in the production of controversial weapons covered by the Oslo and Ottawa Conventions (cluster munitions and anti-personnel mines), chemical weapons or biological weapons is integrated into the issuer selection process.
ENVIRONMENT
SOCIAL
GOVERNANCE
A partnership with Moody’s ESG Solutions, enabling us to integrate extra-financial criteria into our analysis of selected companies.
A partnership with Quantalys, which contributes to the selection of UCIs whose management process incorporates an ESG approach (Article 8 and 9 under SFDR).
An “ESG Transitions” mandate with a Balanced or Dynamic management profile.
In a world in upheaval, due to energy, digital and demographic transitions, the ESG approach is an ideal tool for understanding the major changes at work within companies.
The aim is to address the five major transitions that we believe are changing the business models of all companies, and which are often interdependent:
