Mandarine Gestion has implemented an overall ESG policy for the company and its activities. In addition to our SRI funds, we have developped an ESG integration approach for all our funds, including the non-SRI ones. The RI management process has been implemented around an in-house tool, "ESG-View". This tool, dedicated to ESG data, is under the responsibility of the Head of SRI management. His role is to fill the tool with ESG data, coming from his own research or external research, and trying to cover the whole investment universe of our funds. This information is provided throught the ESG-View tool to the front-office tool of all the fund managers who have then access to all ESG data on their portfolio's hodlings. The fund managers' responsibility is to have knowlegde of this information and to be aware of ESG stakes, but without any duty or constraint, except for our SRI fund which has specific RI policy and process, and active RI constraints.
The RI management use external tool to stay informed of any controversy that concerns a listed equity invested on a fund. The ratings are, as much as possible, updated continuously thanks to new reports or meetings with the companies.
We also publish ESG reporting for each fund on a quarterly basis, that includes extensive details on the ESG profile of the fund. Every two months, we also have a dedicated presentation where we present the updates of the ESG reportings, and a chosen sectorial or thematic presentation on ESG issues.