ESG policies apply to all asset classes in Groupama AM. The ESG Strategy is part of the global strategy decided by the Executive Committee, and is validated and overseen by a quaterly specific Committee : the ESG Strategy Committee. The CEO, the CIOs and the Director of Research and ESG Strategy have a role to define, improve, implement (directly or by supervising the implementation) the ESG policies, as they participate to the ESG Strategy Committee.
Portfolio managers have a responsibility in managing their fund according to Groupama AM ESG policies.
Mainstream portfolio managers have to respect ESG integration policy, and SRI fund managers have to respect a buy-list. This SRI buy-list is updated every three months, thanks to our in-house developed tool. Morever, they have a responsability to vote at shareholder meetings.
Investment Analysts have a responsability to integrate ESG factors into their analysis and to engage with companies during the meetings with management.
Sales / Marketing have a responsability to explain to clients Groupama AM ESG approach, to develop and to sell ESG products.