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ERES GESTION

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Sharing is an integral part of Eres Gestion's DNA because our expertise focuses on setting up, monitoring and managing profit-sharing mechanisms within companies. As an independent player specializing in employee savings, retirement and employee share ownership, it is natural for Eres Gestion  to be concerned about responsible investment issues related to Corporate Social Responsibility (CSR). ERES gestion wants to implement a permanent, pragmatic and progressive approach that is sustainable, and is committed to integrating ESG issues (Environment, Social, Governance) in all its investments. 

Savings managed by ERES gestion are used by employees to build up capital for the realization of certain projects such as the acquisition of their principal residence or the preparation of their retirement. In doing so, Eres Gestion acts as a long-term investor and undertakes to take into account non-financial issues in all its activities. Eres Gestion is not intended to invest its investments on speculative tools, and wishes to promote the real economy.
 

 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

As funds pickers, we send every year a due diligence to asset managers, including a part on their investment responsible investment policy.

We note if a responsible investment policy is available, how the datas are collected, if there is a team dedicated to ESG subject, and if the ESG criterias are used in all the assets or only in some assets. We pay attention that an exclusion list of stocks exists in the investment policy about Submunitions weapons, cluster munitions (Otawa and Oslo conventions). We also list all funds with the French SRI Label (French Government-backed).

We follow the improvements each year of each assets managers we works and we assign a notation to evaluate if the assets manager is concerned or not by ESG factors.

Most of the funds we select take care about ESG criterias. We work with some assets managers that include now criterias ESG in all their asset management. Theses assets managers have a significant weight in our allocation. It's important for us choosing the funds which have the best standards in "clean financial", selecting companies which make efforts on ESG factors.

We launched on november 2017 a fund of fund invested exclusively in responsible investment funds and with a dedicated pocket in a Social Fund.


85% of invested assets are managed by integrating ESG criteria
82% of the companies in which we are invested are signatories of the PRI.
 

 

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Eres Gestion is only paid by management fees and performance fees on its funds. Eres Gestion doesn't perceive transaction fees and all inducement are included in funds for the shareholders.

Eres Gestion regularly reviews all activities carried out in ordre to detect situation that may give rise to conflicts of interest. We also implemented appropriate procedures to manage conflicts in equitable manner. The compliance controle the respect of te system set up within the company to prevent and manage conflicts by ensuring more specifically:

  • Front office and back/middle are separated
  • Of the circulation of confidential or privileged information by respecting the lists of prohibition of transactions and supervision
  • Compliance with specific provisions relating to securities transactions carried out by employees in sensitive trades or functions
  • The establishment of a register of conflicts of interest encountered

All employees have to work for the interest of shareholders, with transpary and security of the markets. All employee are subject to rules of integrity defined by the internal regulations given to each of them when they are integrated into the company.

A list of forbidden investments is also established, updated and firmed every year.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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