Before investing in funds, we make due diligence on the company who manage the funds. In our questionnary we send every year, we have a part on ESG factors and Responsible Investment. We put a comment and a flag :
- Green for company with best practices or with significant improvements between current year and last year
- Orange for company which have a Responsible Investment policy but no applicate in whole their asset management
- Red for company which don't use ESG criterias and have no Responsible Investment policy
We invest in priority in funds managing under ESG Criterias, we overweight these funds. We constat that more and more assets managers try to include ESG in the selection of issuers.
Eres Gestion applies exclusions in application of its SRI policy.
These exclusions relate to the Ottawa Convention and Oslo Convention, which prohibits the use, stockpiling, production, transfer of anti-personnel mines and cluster munition.