To find out more
Socially Responsible Investment (SRI) takes various forms and approaches. Various academic studies and publications selected for their relevance will help you to find your way around. You can also consult our SRI documentation, our Transparency Code, the carbon footprint of our investment funds or our voting and engagement report in this section.LFDE Documents External ressources Labels & Glossary
To decode SRI or to read the most relevant studies, in our opinion, on the subject.
Various SRI labels help to inform investors and give SRI greater visibility.
Created by the French Ministry of Economy and Finance, this state label distinguishes "funds that invest in companies with responsible environmental, social and good governance practices".
(Energy and Ecological Transition for Climate): this state label, created by the Ministry of Ecological and Solidarity Transition, distinguishes thematic environmental funds.
This French label attests to the solidarity nature of a financial product and takes into account transparency and information criteria. Created in 1995, the Finansol association brings together more than 70 companies, associations and financial institutions committed to a solidarity approach.
SRI label for German-speaking countries with a rating system from 0 to 3 stars, depending on the degree of depth of the fund's ESG approach.
This international label created by the Belgian association Forum Ethibel for SRI funds is available in two versions: one best-in-class (Ethibel Pioneer) and the other best-effort (Ethibel Excellence).
Five European labels are issued by Luxembourg Fund Labelling Agency: Microfinance, Green Bonds, Environment, Climate and ESG, with their own specifications and a bias on the funds' contribution to the MDGs.
This ESG selection favours issuers that demonstrate an improvement or good prospects for improving their ESG practices and performance over time.*
This ESG selection favours the companies with the highest non-financial ratings within their sector of activity, without favouring or excluding any sector from the stock market index used as a basis for comparison. This approach ensures that the sector distribution of a fund is too far from that of its benchmark, unlike ESG thematic approaches for sectoral exclusions.
The ESG selection favours the companies with the highest extra financial ratings, regardless of their sector of activity, by assuming sectoral biases, since sectors that are generally considered more virtuous will be more represented.*
The carbon footprint measures the amount of greenhouse gas emissions in CO2 equivalent caused by a company's activity.
The ESG criteria (Environment, Social, Governance) are the 3 pillars of extra financial analysis. They make it possible to evaluate the Corporate Social Responsibility practices of companies.*
Whether sectoral, normative or ethical, exclusions ban from the investment universe funds or companies whose contributions are harmful to man or the environment.*
Investments in solidarity-based products encourage the financing of companies or associations with high social and environmental benefits.
Sustainable finance seeks to integrate extra-financial, environmental, social and governance criteria. Thus, it strives to reconcile financial profitability with social and environmental impact. It includes green finance as well as SRI or solidarity-based finance.
Green finance seeks to promote the energy transition and fight global warming.
These funds select the companies in which they invest mainly on environmental criteria. They are also called environmental funds.
Green bonds are one of the main tools of green finance. These bonds are issued to limit global warming (e.g. solar power plant construction project).
Invest in companies, institutions and investment funds with the aim of generating a positive social and environmental impact in addition to a financial profit. This intentional impact must be measurable, measured and published in the fund's documentation.***
Socially Responsible Investment is an investment that aims to reconcile economic performance with social and environmental impact by financing companies that contribute to sustainable development. SRI promotes a responsible economy.**
The 17 Sustainable Development Goals defined by the United Nations in 2015 aim to "eradicate poverty, protect the planet and guarantee prosperity for all" by 2030. They provide a roadmap for governments, the private sector and individuals to address global challenges, from reducing inequalities to developing clean and affordable energy.
Developed under the aegis of the United Nations in 2005, the six Principles for Responsible Investment represent a commitment on the part of their signatories to integrate ESG criteria into their management.
(Corporate Social Responsibility): This is the voluntary integration by companies of social and environmental concerns into their business activities and their relations with their stakeholders, according to the Brundtland Report.
Sources : LFDE, * Novethic ** AFG ***GIIN
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