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Investment and sales team members have been trained on ESG incorporation during the reporting year.
Ongoing. All the investment team members take part in company visits / interviews on ESG topics and reinforce their knowledge on this occasion. The funding of the research chair of University of Auvergne makes it possible for all investment team members to get sound knowledge of ESG issues and methodologies.
Sales team and control team are also updated on any improvement or changes implemented by the fund management team in their ESG processes.
Investment and sales team members have been trained on our engagement policy during the reporting year.
Sales team and control team are also updated on any improvement or changes implemented by the fund management team in their ESG engagement processes.
All the ESG and SRI documents are updated and made available to the staff.
The related ESG / SRI web pages containing these documents have been refreshed and centralised together in an ESG documentation appendix.
Minutes of the ESG interviews with companies are drafted.
All the investment team members take part in company visits / interviews on ESG topics and reinforce their knowledge on this occasion.
Beyond our engagement through direct dialogue with companies and thematic engagement, we reinforced this reporting year our engagement by starting a collaborative engagement through the CDP participating to the "Non disclosure Campaign".
Extension of integration of ESG criteria to products, carbon footprint to all our equity funds, creation of a climate scoring improved in 2020 onwards.
ESG criteria and carbon footprint calculated for all equity funds.
Climate scoring available for equity funds.
Our ESG approach is a risk-reduction approach and an engagement approach to prompt companies to change.
Having a Best-in-class / Best effort approach, our engagement aims to incite companies to make progress in the implementation of CSR practices.
No KPI as this is not quantifiable.
Became TCFD signatories in 2019 and participated to the "Non Disclosure Campaign" of the CDP
Introducing a climate score following the TCFD recommandations to be improved in 2020 as companies are improving their disclosure following our engagement.
Various case studies are available every year in our engagement report and our impact reporting.
Engagement report showing effective results / investment cases.
Impact reporting for our equity funds.