An innovative SRI approach applied to most of our fund range
Ecofi Investissements has developed two SRI processes for selecting corporate and sovereign issuers (national and local administrations, supranational entities).
These processes are backed by handling non-financial data from the ESG rating agencies Vigeo and Sustainalytics, as well as our in-house SRI research.
Our approach covers most of the funds managed by Ecofi Investissements:
- an SRI Responsible process for the traditional range;
- a more demanding SRI Engaged process for our ethical and social investing range.
Information (content, frequency and means used) in the regulation relating to disclosure supplied by fund management companies on environmental, social and governance criteria integrated in investment policy is presented in the Transparency Code.
To find out more > SRI Engaged transparency code / SRI Responsible transparency code
Our SRI processes are thorough and transparent and based on two successive filters to go beyond companies’ public statements.
1/ An assessment of companies’ ESG performance that focuses on:
- quantitative indicators of corporate and sovereign metrics. For example: CO2 emissions per MWh per year for power generators; frequency and seriousness of work-related accidents in construction, etc.
- the “Ecofi touch”, which overweights securities in tandem with Groupe Crédit Coopératif: balance of board powers, responsible relations with customers and suppliers, rejection of tax havens, non-discrimination (eg gender, age, ethnic).
2/ Evaluation of controversies facing companies: this filter reduces our investment exposure in companies involved in significant incidents in the areas of pollution, corruption, money laundering, human rights violation, etc.
The ultimate objective of these two successive filters is to select only the best-of-breed among companies through a reality check (comparing their words with their deeds).
A proprietary SRI database
This is used to monitor precisely the SRI ratings of all our portfolios and ESG performances of more than 2000 issuers. It offers the opportunity to create dedicated funds with a tailored SRI approach corresponding to your values.