Pillar 1 Invest in the companies of tomorrow
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.
Pillar 2 Ethical and sectoral exclusions
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
Pillar 3 ESG ratings and carbon footprints
Investment decisions systematically take into account:
- companies’ behaviour in terms of environmental, social and governance policies and practices,
- and their carbon footprint (Scopes 1 and 2)
All portfolios are required to have a better ESG rating and a lower carbon footprint than the benchmark.
Pillar 4 Engagment
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: