Our responsible investment offering
Our Responsible Investment offering is divided into three types of products, which take these criteria into account in their investment process, to varying degrees of intensity:
ESG foundations
These UCIs apply a filter of sector and normative exclusions based on the LBPAM Group's common base. The majority of stocks in the portfolio benefit from a GREaT ESG analysis.
Sustainable convictions
Financing a sustainable economy is at the heart of the investment process for our SRI UCIs. Additional sector exclusions are applied. UCIs holding the SRI label can adopt 2 possible approaches: a selective approach and a rating improvement approach. The lists of exclusions and the stocks with the lowest GREaT scores make it possible to exclude at least 25% of the reference SRI universe.
Impact
The search for a measurable positive impact is central to our impact funds’ strategy. To maximise this environmental and social impact, our selection of portfolio companies is based on innovative and sophisticated proprietary methods.
Responsible asset allocation
Using our proprietary analysis method “SRI Maturity”, we offer dedicated asset allocation solutions incorporating a non-financial dimension. On your behalf, we will select responsibly managed funds with exemplary ESG analysis, willingness to engage in shareholder dialogue and transparency.
Responsible asset allocation
Using our proprietary analysis method “SRI Maturity”, we offer dedicated asset allocation solutions incorporating a non-financial dimension. On your behalf, we will select responsibly managed funds with exemplary ESG analysis, willingness to engage in shareholder dialogue and transparency.
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Our ESG analysis
Our ESG analysis method draws on our historical expertise in qualitative analysis and on the quantitative tools provided by our shareholder.
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