All our equity portfolios and mandates benefit from a norm based screening. This screening is based on the UN Global Compact Principles. Cluster bombs and landmines are also excluded.
We have a "Best in class" approach for our equity SRI funds. We want our SRI funds to invest in companies with the best ESG practices regarding their ESG issues. Our equity funds are feeders of Mandarine Gestion's funds (the masters). They are managed with a responsible investment strategy and have received the french SRI label.
Our main customer has a dedicated ESG process. It covers a large amount of our assets under management. The philosophy is to limit investment in companies that have a low ESG rating to 10% of investment flow.
Our non SRI funds benefit of our in-house ESG research process which is disclosed to all assets managers. This positive approach is adapted to the institutional investors needs and requirements. Secondly, this approach enables us to invest with a limited bias in terms of sector or geographical scope.