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Bâtirente

PRI reporting framework 2019

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation undertakes scenario analysis and/or modelling and provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

13.3. Additional information. [OPTIONAL]


SG 13 CC.


SG 14. Long term investment risks and opportunity (Not Completed)


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

12 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

2.5 % of AUM
3.1 % of AUM
0.2 % of AUM
1 % of AUM
5 % of AUM

Brief description and measures of investment

Aware of the need to immediately start deploying ambitious solutions to accelerate the transition to a low-carbon economy, Bâtirente agreed in November 2015, AGF, a Toronto-based management company, to manage for it a global equity portfolio built around the theme of sustainable growth with no involvement in fossil fuels that will provide exposure to environmental solutions in the areas of water and wastewater management and treatment, energy and electricity technologies, health and safety, healthy lifestyles, waste management and pollution control.

In November 2017, we allocated 2.5% of our assets under management to a fund dedicated entirely to green bonds. In December 2018, we allocated an additional 2%.

As soon as it is implemented in 2019, we will redeploy our listed global real estate assets to the new ESG global real estate fund listed by our manager.

Thanks to these major investments, Bâtirente now has nearly 12% of its total funds invested directly in the energy transition.

Translated with www.DeepL.com/Translator

Asset class invested

2.5 % of AUM

Brief description and measures of investment

See response under Clean technologies.

Asset class invested

5 % of AUM

Brief description and measures of investment

Our manager Presima integrates ESG in its investment decisions. See http://www.presima.com/philosophy/esg

Asset class invested

2.5 % of AUM

Brief description and measures of investment

See response under Clean technologies.

Asset class invested

2.5 % of AUM

Brief description and measures of investment

See response under Clean technologies.

Asset class invested

2.5 % of AUM

Brief description and measures of investment

See response under Clean technologies.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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