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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 study entitled “SRI & Performance

SRI, a conviction from the very beginning

Since 1991, we have paid particular attention to the governance of the companies in which we invest, and to the men and women who lead them. In 2007, we formalised our SRI methodology, a proprietary method that has been enriched over time, but which is still built on the same foundations: meetings with entrepreneurs, the only way to forge a well-grounded opinion on the ESG quality of companies.

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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Impact investing in listed securities
Our climate commitment

Our climate commitment

In response to the climate emergency, in early 2021 we adopted an ambitious climate strategy and refined our climate governance. Our strategy consists of nine pledges in order to galvanise clients and companies. Its aim is to integrate climate issues into all business lines and decision-making processes in the company. We will publish an annual climate report detailing our investments.

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A responsible investment research team at the core of our management

The responsible investment research team supports the entire management team in its responsible investment approach. It ensures the quality of ESG research, coordinates voting and engagement activities, and contributes to the development of SRI expertise both internally and externally.

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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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Our SRI offer

Our investment solutions to combine meaning and performance.

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Access our SRI documentation, or explore the theme.

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