A responsible investor since 1991
As the creation of sustainable value results from balance and a management perspective focused on the world of tomorrow, our non-financial analysis applies to all stocks in the portfolio.
Socially responsible investment and performance: a winning pair
Our long-standing commitment to SRI is behind our strongest conviction: the most virtuous companies on Environmental, Social and Governance (ESG) issues are also the most successful.
Combining meaning and performance is possible, indeed it is vital! See our latest study
SRI, a conviction from the very beginning
Since 1991, we have paid close attention to the governance of the companies in which we invest, in particular the men and women who run them. In 2007, LFDE formalised its ESG analysis methodology, a proprietary tool that has been enriched over time, but which is still based on the same foundation of meeting with business owners, the only way to forge a well-grounded opinion on a company’s ESG quality. Our methodology is enhanced by quantitative tools and benefits from the extensive coverage of issuers provided by our Group, a major player in sustainable finance.
Impact investing in listed securities
A pioneer in France for impact investing on listed markets, we have developed an innovative, dynamic philosophy which reflects our unique and sophisticated positioning. This philosophy is based on three pillars: intentionality, additionality and measurability. Specifically, our approach is characterised by a commitment to be transparent with investors, as demonstrated by the annual publication of impact reports.
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Our climate commitment
To respond to the climate emergency, we have adopted an ambitious climate and biodiversity strategy and adjusted our climate governance. The aim of this strategy, which is designed to mobilise our customers and businesses, is to integrate climate issues into all our business lines and decision-making processes. A climate and biodiversity report dedicated to our investments is published annually.
Find out moreA responsible investment research team at the core of our management
The Responsible Investment Research team provides the entire management team with support in our ESG integration process. It contributes to the development of SRI expertise, both internally and externally. It can count on the support of the Group’s SRI Solutions team.
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Our ESG analysis
Our ESG analysis methodology is based on systematic meetings with company leaders focused on sustainable development issues.
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