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Investing more meaningfully

The strength of our Responsible Investment range lies in our ability to tailor our offering to the needs of each of our clients. The integration and analysis of ESG criteria enables us to better identify risks and detect new investment opportunities.

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 convictions

SRI, a conviction from the very beginning

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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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Access our SRI documentation, or explore the theme.

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