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Groupama Asset Management

PRI reporting framework 2020

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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]

  • Attended conferences as a participant : PRI in Person in Paris in September 2019
  • Participate to collaborative engagement initiatives : six new engagements joined in 2019
  • Attended the meetings to be informed of progress of PRI initiatives

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]

Groupama Am signed in 2019 the Climate Action 100+ initiative and we engage with one company as collaborating investor.

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]

Active participation in the French meetings of the IIRC

          EUROSIF, SPAINSIF, FRENCHSIF
        

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]

  • Active participation in General Public Committee
  • French SIF : active participation in Impact working group, active participation in Engagement and  Dialogue working group
  • Spainsif : very active participation in various commissions (promotion and communication admission and training studies); speakers in different MOOC, giving speeches at the IE University; organizing and participating in differents workshops; elaboration of the first video and guide of the retail SRI
  • SRI week (annually)
  •  Participation in Sustainable Finance and Responsible Investment Chair (FDIR) 

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]

Parent company

          AFG (French Asset Management Industry)
        

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]

  • Chairwoman of the Responsible Investment Committee since May 2015
  •  Active participation in several working group: response to European consultations on ESG regulation (including the taxonomy), publication of sustainable finance figures in France, studies of the coal phase-out policies of asset managers... 
  • Member of the Greenfin label comitee 

 

          Paris Europlace - Finance for Tomorrow
        

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]

Finance For Tomorow is a specific organisation to promote Paris  as a leader on the Sustainable Finance, part of Paris Europlace. We participated to two working groups : one on the development of ESG trainings and one on climate risk in Finance (publication of a guide : Climate risk in Finance)

          SFAF (French Society of Financial Analyst)
        

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]

Participation to the update of the EFFAS ESG Training syllabus and the exam (CESGA - Certified ESG Analyst) and creation of a French ESG training for financial analysts.

          ORSE (Observatory of the CSR)
        

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]

Participation to the different working groups about various ESG topics


SG 09.2. Assets managed by PRI signatories (Not Applicable)


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

          1/ Training of our main clients
2/ Publication of a guide on sustainable finance providing elements to financial advisors to help them sell ESG products to retail clients
3/ Training for members of monitoring committee of the CIES label
        

Frequency of contribution

Description

          Groupama AM financially supports the FDIR chair of AFG
        

Frequency of contribution

Description

          Groupama AM is an active member of the FrenchSIF
Groupama AM contributes to a working group of the scientific committee for the French SRI label
AFG : lead and active participation in a several working group : ISR Label, ESG datas
AMF : active work in a issuer commission
        

Frequency of contribution

Description

          The Director of Research and ESG Strategy regularly intervenes  at events and conferences : European Comission,  European parliament, .
        

Frequency of contribution

Description

          Groupama AM encourages the adoption of the PRI (Groupama Insurance Group)
        

Frequency of contribution

Description

          We are responding to all public and non-public consultations related to sustainable finance
        

Frequency of contribution

Description

          Next Finance, AGEFI hebdo, Novethic :energetic transitions and art 173, responsible finance, consolidation in the extra-financial data agencies sector, ESG analysis and methodologies
        

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

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

If yes

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

  • Groupama AM discussed with the French financial policy public maker on the evolution of the regulation aiming to improve and encourage financing green assets.
  • Discussions with the French Financial Market Authority (AMF) to improve reporting and transparency on SRI funds
  • Groupama AM participated to the ANC study about ESG datas.
  • Discussions with European authorities regarding responses to address  to European consultations on ESG regulation, including the taxonomy
  • Discussions on the French public SRI Label
  • Groupama AM dialogued with trades unions on the topic of employee savings management. The CSR director takes part to the debate to make proposal to modify the particularities of the CIES SRI label (this label is ruled by the trades unions and addresses funds dedicated to employee savings).

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