We offer Sustainable & Responsible Investment products to meet the needs of clients who are keen to combine return potential with making a positive impact on the environment and society. Our solutions cover several asset classes: equities, bonds, money markets, protected & indexed and balanced.
Our Sustainable & Responsible Investment (SRI) Equities team is based in Paris and works closely with the Environmental, Social and Governance (ESG)/SRI research team. The SRI Equities team focuses on the integration of SRI-related extra-financial factors, stock selection and active portfolio management. We manage eurozone and European portfolios as well as global and emerging Asia portfolios, with either a “Best in Class” or “Thematic” approach.
SRI Fixed Income
Our Sustainable & Responsible Investment (SRI) Fixed Income portfolios team works closely with the Environmental, Social and Governance (ESG)/SRI research team who provides them with ESG ratings for European corporate and government issuers. They apply a “Best in Class” approach and the investment process and portfolio construction are the same as those applied to “mainstream” fixed income portfolios.
SRI Balanced Strategies
Our balanced Sustainable & Responsible Investment (SRI) portfolios are managed by our Multi Asset Solutions team, especially in Belgium, France and the Netherlands. We can offer tailored balanced solutions that include “Best in Class” and/or “Thematic” SRI approaches through direct lines or funds managed actively and/or passively, in-house or externally.
Working alongside THEAM, our specialist in protected, indexed and model-driven management strategies, we became an active contributor to the success of the carbon finance initiative with our 2008 launch of the first Low Carbon exchange-traded fund. This innovative fund is managed by THEAM and backed by a Low Carbon index that reflects the performances delivered by 100 major European companies that lead their industries in controlling carbon dioxide (CO2) emissions. Investors therefore benefit from immediate access to companies that lead by example in their own industries through their commitment to reducing CO2 emissions and combating climate change.
THEAM, our specialist in protected, indexed and model-driven management strategies, has entered a new phase in its responsible investment strategy by developing a range of protected capital equity funds designed to track the strategies of our best-performing SRI funds, but with the added benefit of defined capital protection. These protected funds benefit from the full range of stock-picking expertise and skills offered by our SRI Equities team.
Impax Asset Management is our partner specialised in resource efficiency and environmental markets. Impax Asset Management has international expertise in environmental issues through its strong presence in Hong Kong and New York. It has an extended understanding of the different environmental sub-sectors such as water, alternative energies, energy efficiency, pollution control, waste management and recycling.