Board members / CEO / COO decide collectively what will be Montpensier Finance’s overall orientation on its responsible investing policy.
Portfolio managers’ Committee
At Montpensier Finance, investment decisions are all made as a group in a collaborative environment. Portfolio managers’ committees therefore are the cornerstone of the implementation into our portfolio of responsible investing principles.
Montpensier Finance’s SRI approach is based on MSCI’s SRI Research. Three SRI criteria are incorporated into the investment tools : ESG Intangible Value Assessment, Impact Monitor and Business Involvement Screening. Ratings are monitored on a weekly basis and are used in the final investment decision.
While investment decisions are made at the committee level, the effective implementation of responsible investing is made by portfolio managers when passing orders.
Methods and Operations Departments
Methods and Operations Departments are responsible for maintaining all data and ratings in systems in order to perform the investment decision. They also participate in association with the portfolio managers to the review and eventual override or implementation of in-house ratings. Furthermore, they ensure all guidelines and internal thresholds are respected.
Compliance Department :
Compliance department annually checks the respect of the SRI process within the framework of the periodic control plan.
Furthermore, overall ESG portfolio situations are at least reviewed monthly during the Risk Committee.