As an asset management company, we have been promoting impact finance for many years. We offer our clients investment solutions that combine environmental and social impact with the search for long-term financial performance. With patience and stringency, we exercise our responsibility as shareholders committed to making finance a lever for transforming our economy, with both listed and unlisted companies.

Give voice to your investments

We deploy sustainable asset management and use all the levers of shareholder engagement to promote changes in the governance and environmental and social practices of listed companies.

Listed assets

Give sens to your investments

We invest in the capital of unlisted companies with an inclusive vision of society. We provide patient capital and support to help them achieve their impact.

Real assets
ESG information

ESG Information

Information related to the sustainable investment policy and ESG integration, at the level of the management company, is available in the following documents:

  • Sustainable investment policy and ESG integration
  • Responsible Investor Charter
  • Voting policy
  • Voting and Engagement Report 2022
  • SFDR: Sustainability risk integration policy and consideration of negative impacts
  • SFDR: Policy for integrating sustainability risks into remuneration policy
  • Public transparency report and Assessment Report 2021

At fund level, ESG information is constantly available in the funds’ DICI and prospectus on listed assets, and in the description of the investment policy and the management objective. In addition, every month, subscribers receive this information in the monthly factsheets which detail in particular the shareholder engagement initiatives implemented on ESG issues in a dedicated section. The annual management reports highlight the shareholder engagement initiatives on ESG issues in a dedicated section. Finally, the AFG FIR Transparency Code, available for active funds listed on our website, sets out in detail how criteria relating to compliance with ESG objectives are taken into account.

Our references

We have selected the principles published by major international investors and the associations of which we are a member, notably the International Corporate Governance Network (ICGN) and the Association Française de Gestion Financière (AFG).

Phitrust has also been a signatory of the Principles for Responsible Investment (PRI) since 2007. Phitrust’s ESG incorporation policy responds directly to Principle n°2, in particular with regard to the need to engage with issuing companies on strategic governance issues, including environmental and social issues. Phitrust also stands out among asset management companies by obtaining the highest ratings (A+ and A) in the latest “Assesment Report” for the Strategy & Governance and Direct & Active Ownership modules for the listed equity asset class.

Finally, our social impact investment company Phitrust Partenaires, a European Social Entrepreneurship Fund (EuSEF), also has ESUS (Entreprise Solidaire d’Utilité Sociale) public approval and the Finansol* label, which distinguishes solidarity savings products from other savings products for the general public.

*The Finansol label guarantees the solidarity and transparency of Phitrust Partenaires. The capital invested is not guaranteed.

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