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You are in Strategy and Governance » Objectives and strategies
ESG reviews by investment strategy as well as one-to-one trainings with financial analysts
More than 90% attendance by analysts/PMs
Engagement actions done with financial analysts/PMs
Increasing interactions with financial analysts / PMs to prepare engagement actions
Distribution of our RI quarterly reports
Quarterly RI reports systematically sent to all analysts/PMs and Sales people
Number of companies non-invested, divested or trimmed mainly because of ESG issues
At least 8 companies (we manage concentrated portfolios)
ESG impact on valuation
ESG quality level may have an impact on valuation and visibility through the ESG discount rate that we use for valuation purposes. As such, it can have an impact on the size of the holding in the portfolio construction.
Joining/supporting new RI initiatives
Signatory to the Climate Action 100+
active participation to workshops in Paris and New-York organised by the PRI and the CFA Institute in the wake of the publication of the "PRACTICAL GUIDE TO ESG INTEGRATION FOR EQUITY INVESTING" with Justin Sloggett