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You are in Strategy and Governance » Objectives and strategies
All responsible investment processes can be accessed by all Montpensier Finance's employees on the company's intranet
Furthermore, responsible investment concerns are frequently raised in investment committees.
ESG issues are incorporated into all investment processes.
ESG three-pillars rating (IVA, IM, BIS) to be systematically part of portfolio managers’ analysis in the investment process.
Holdings limits have been set up for stocks with a less favourable ESG ratings. Furthermore, a minimum portfolio average rating is required. Both rules ensure that ESG characteristics are taken into account when determining portfolio weights.
Portfolios total carbon emissions and/or portfolio carbon intensity are now published for funds managed by Montpensier Finance. Furthermore, in the funds mandatory climate change report, carbon related improvement objectives are set for the coming years.