Finance players in the transition to a sustainable economy
Meet the Sustainable Development Goals laid down by the United Nations. Take advantage of opportunities stemming from strong growth in the underlying markets.
Prioritise issuers committed to social responsibility
Favour economic actors that take the interests of all their stakeholders into account. Avoid certain financial risks attributable to poor management of ESG issues.
Act for change
By contributing to the mainstreaming of non-financial issues among asset managers. By engaging in local initiatives aimed at promoting SRI and providing foundations with financial support. Sanso IS in that way helps make the link between retail investors wishing to give meaning to their investments and issuers committed to making a difference on sustainable development issues.
Our portfolios are exposed to companies whose business has a positive impact on the achievement of the United Nations Sustainable Development Goals, by seeking to outperform the benchmarks representative of their investment universe.
These companies are experiencing fast growth thanks to their exposure to megatrends such as the energy transition, the ageing of the population and better management of natural resources.
Through the analysis of corporate results, MSCI ESG Research determines the percentage of each company’s revenue that can be allocated to each of the Sustainable Development Goals.
To select the securities with the best non-financial performance, Sanso IS calls on MSCI, recognised as one of the leaders in the field of ESG research.
Sanso IS excludes companies that seriously and repeatedly violate the principles of the United Nations Global Compact, just as it does those operating in the Tobacco and Coal sectors.
To identify such companies, Sanso IS refers to the exclusion lists of three of the world’s largest pension and sovereign wealth funds, recognised for their thorough exclusion processes.
* Exclusion of companies deriving more than 30% of their revenue or business from thermal coal unless these companies have a transition strategy towards renewable energies
Investment decisions systematically take into account:
All portfolios are required to have a better ESG rating and a lower carbon footprint than the benchmark.
Our fund selection may see us invest in strategies that do not have an ESG policy.
In such cases, we establish dialogue with the management company so as to encourage it to integrate these considerations into its investment process.
This dialogue takes the form of:
Sanso IS a sélectionné ISS pour nous assister dans l’analyse des résolutions et la mise en œuvre de la politique de vote (SRI) en se basant sur les critères suivants :
- Couverture globale du prestataire,
- Existence d’une politique de vote alignée sur les principes de responsabilité sociale des entreprises soutenus par Sanso IS.
- Capacité à avoir une réelle proximité client.
Funds adopting an SRI approach are listed in our internal Monitoring Funds analysis tool.
- Ratings and analyses are recorded in the proprietary tool
- Funds with an SRI approach receive a rating, either AAA, AA, A or B.
The team as a whole attends between 250 and 300 meetings with external managers each year, either for updates or for the presentation of a new fund. These exchanges allow managers to obtain qualitative information that no database could provide, thereby rounding out our quantitative fund analysis.
Sanso uses MSCI as a decision-making tool in securities selection. The quality of the ESG and carbon analysis methodology, the depth of coverage and the clarity of the methodology for calculating exposure to the SDGs are just some of the reasons that prompted Sanso IS to choose MSCI.
An SRI Steering Committee is in place, combining the General Management, the SRI Manager and the Business Development Manager.
Sanso IS has selected ISS to assist in the analysis of resolutions and the implementation of voting policy (SRI), based on the following criteria:
- The service provider’s comprehensive coverage,
- Existence of a voting policy aligned with the principles of corporate social responsibility supported by Sanso IS,
- Capacity for genuine proximity with clients.
The management team comprises 10 managers. An SRI manager (Edmond Schaff) within the management team helps sales teams contribute to the commercial development of ESG solutions.
In terms of fund selection, we analyse funds’ financial and SRI characteristics. The funds’ qualitative analysis is based on four pillars of SRI analysis.
Sanso Investment Solutions actively supports the development of Responsible Investment in France by participating in local initiatives aimed at promoting sustainable and responsible finance and economy