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