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METROPOLE Gestion

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Investment and sales team members have been trained on ESG incorporation during the reporting year.
        

Progress achieved

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.

Key performance indicator

          Investment and sales team members have been trained on our engagement policy during the reporting year.
        

Progress achieved

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 engagement processes.
 

Key performance indicator

          All the ESG and SRI documents are updated and made available to the staff.
        

Progress achieved

The related ESG / SRI web pages containing these documents have been refreshed and centralised together in an ESG documentation appendix.

Key performance indicator

          Minutes of the ESG interviews with companies are drafted.
        

Progress achieved

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".

Key performance indicator

          Extension of integration of ESG criteria to products, carbon footprint to all our equity funds, creation of a climate scoring improved in 2020 onwards.
        

Progress achieved

ESG criteria and carbon footprint calculated for all equity funds.

Climate scoring available for equity funds.

Financial performance of investments

other description (1)

          Our ESG approach is a risk-reduction approach and an engagement approach to prompt companies to change.
        

Key performance indicator

          
        

Progress achieved

ESG characteristics of investments

Other description (1)

          Having a Best-in-class / Best effort approach, our engagement aims to incite companies to make progress in the implementation of CSR practices.
        

Key performance indicator

          No KPI as this is not quantifiable.
        

Progress achieved

Other activities

Key performance indicator

          Became TCFD signatories in 2019 and participated to the "Non Disclosure Campaign" of the CDP
        

Progress achieved

Introducing a climate score following the TCFD recommandations to be improved in 2020 as companies are improving their disclosure following our engagement.

Key performance indicator

          Various case studies are available every year in our engagement report and our impact reporting.
        

Progress achieved

Key performance indicator

          Engagement report showing effective results / investment cases.
Impact reporting for our equity funds.
        

Progress achieved

06.2. Additional information.


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