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Integration
ESG and financial issues placed at the same level of the investment decision process.
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Transition
Supporting the economic actors in a dynamic of transition, whatever their sector (except regulatory exclusions).
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Inclusion
Contribute to a socially acceptable transition to a more inclusive economy
An approach initiated more than 10 years ago
2022
Member of 1% for the planet
Publication of our NZAM objectives
Publication of fossil fuel investment principles
FIR "Say on Climate" forum
New biodiversity data provider
(Carbon4 Finance & CDC)
Involvement in the Finance for Tomorrow
working group dedicated to biodiversity
Participation in the 2DII and ADEME
working group on financial products
environmental communications
2021
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Member of Finance for Tomorrow’s
Member of Investors for a Just Transition coalition
Member of the Net Zero Asset Managers Initiative,
New ESG data providers (Carbon4 Finance & EthiFinance)
Partnerships with Polar Pod and Café Joyeux
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96% of AuM in open-ended funds classified SFDR Articles 8 and 9
86% in AMF Categories 1 & 2
10 labelled funds, including 2 funds of funds
Adoption of a Responsible Investment Group roadmap
Establishment of Thermal Coal investment principales at group level
2020
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2019
Launch of the R-co 4Change product range
"Climate Action 100+" partnership
Creation of a Responsible Investment committee at Groupe level
2018
"Low carbon" institutional mandate
Change of non-financial data provider
The Group becomes a signatory of the CDP
2017
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2015
Simulation of the carbon trajectory of our portfolios and development of a carbon intensity calculation tool
Development of an ESG Rating tool for portfolios
2012
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2011
UNPRI signatory (A+)
Set-up for a voting policy (ISS)
ESG integration within our range
Our approach is based on two complementary pillars: the integration of ESG criteria in our financial analyses and an active engagement policy
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