l Investissement socialement responsable - Sanso IS
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Sanso IS

Investissement socialement responsable

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Our philosophy

Our sustainable and responsible commitment

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:

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:

Our technical and human resources

Politique de vote

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.

An analysis tool to help select SRI funds

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.

Meetings with management companies

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.

Resources used for analysing issuers’ ESG and carbon ratings

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.

Unique SRI governance

An SRI Steering Committee is in place, combining the General Management, the SRI Manager and the Business Development Manager.

Voting policy

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.

A comprehensive and specialised team

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.

Our involvement ...
... in the responsible investment ecosystem.

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

SRI Label
Sanso Objectif Durable 2024: first dated bond fund to obtain the SRI
Principles for Responsible Investment
Sanso IS has signed the United Nations Principles for Responsible Investment (UN PRI) to reaffirm its commitment to Sustainable and Responsible Investment.
Carbon Disclosure Project
Sanso IS est signataire du CDP (Carbon Disclosure Project), organisme à but non lucratif gérant la plus importante plateforme mondiale de reporting environnemental dédiée aux entreprises et aux villes.
Forum pour l'investissement responsable
Sanso IS has been a member of the Forum for Responsible Investment (FIR) since its creation. FIR is a non-profit aiming to promote and facilitate the development of SRI in France and Europe via the Eurosif network
United Nations Global Compact
Sanso IS has signed the United Nations Global Compact, reaffirming its commitment to respect the fundamental principles of sustainable development as a company.
Paris Pledge for Action
Sanso IS is a signatory to the Paris Pledge for Action, by which it supports initiatives aimed at limiting the rise in temperatures to 2°C and affirms its conviction that strong action in support of the climate will result in better growth and more sustainable development.
AFG
Sanso IS is part of the Responsible Investment Technical Committee of the AFG (French Asset Management Association) and contributes to working groups on specific issues in order to monitor developments in SRI practices and promote its vision of Sustainable and Responsible Investment among its peers.

Our publications

Article 173 of Law 2015-992 on the energy transition Download the report

UN Global Compact Communication on progressDownload the report

Voting report - 2019Download the report

Download the 2019 Engagement Policy ReportDownload the report