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Federal Finance

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We organised a road-show with Marie Luchet, head of PRI for France, with all asset manager et assets owners of our group to encourge them becoming a signatory.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          French SIF, Eurosif
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          Princificat committee : a committee dedicated to ethical issues.
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have launched this committee with the aim to improve our understanding of ethical issues in asset management. Members of this committee are : nuns, bishop and laymen involved in Christian finance. For example, the Christian Finance Observatory is part of it. This committee met 6 times from its creation.

          AFG Responsible Investment Committee (french asset management association)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          Internal ESG committee
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have set up an ESG Committee in 2018 at the level of Arkea Investment Services. It gathers ESG staff of the asset management companies of the Arkea Group i.e Federal Finance Gestion, Schelcher Prince Gestion, Swen Capital Partners and Mandarine Gestion.
Meetings are organized on a quarterly basis. The main objective of the committee is to share and implement ESG best practices.

The agenda of the meetings is usually organized in 2 parts : update on the current ESG projects and the next steps and a non- group affiliated ESG expert presentation.


SG 09.2. Assets managed by PRI signatories

Indicate approximately what percentage (+/- 5%) of your externally managed assets under management are managed by PRI signatories.

99 %

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Training programmes for customers, especially institutionnal investors that have to address the French LTE law.
        

Frequency of contribution

Description

          Our CEO spoked at public event related to sustainable finance. We published an interview of our Head of SRI speaking about climate change and fianncial duty.
        

Frequency of contribution

Description

          We encouraged the adoption of PRI by other Credit Mutuel Arkea's branches.We organised a roadshow for Marie Luchet, Head of PRI's french branch. She meet all assets managers of Credit Mutuel Arkea. After this meeting they all decided to become signatory.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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