Sustainable and responsible finance

Long before everyone started talking about sustainable and responsible finance, EMC Gestion de Fortune SA considered the issue of ethics, social, environmental and societal responsibility implemented by the managers of the companies in which we invest for our clients. Over time, standards have been developed by the industry, and our company today uses databases which allow us to even more methodically and rigorously apply this responsible approach in the management of portfolios that we are entrusted with.

TheEnvironmental, Social and Governance (ESG) criteria generally constitute the three pillars of  extra-financial analysis. They are taken into account in socially responsible management. Thanks to ESG criteria, we can assess the exercise of corporate responsibility in terms of the environment and their stakeholders (employees, partners, subcontractors and clients).

Theenvironmental criterion takes into account waste management, the reduction of greenhouse gas emissions and the prevention of environmental risks.

The social criteriontakes into account the following: accident prevention, staff training, respect for employee rights, gender pay equality, the subcontracting chain and social dialogue.

The governance criterion verifies the following: the independence of the board of directors and its composition, the management structure and adherence to codes of good practice.

As part of the investment process incorporating extra-financial and “sustainability” aspects, we assess companies’ exposure to ESG-related issues using in particular a proprietary “multi-criteria screening” instrument equipped with an original ESG selection filter, which makes it possible to estimate, classify and select companies according to their “sustainability”.

EMC Gestion de Fortune SA adheres to and is a signatory of the Principles for Responsible Investment (PRI) initiative since 2021. The adherence of EMC Gestion de Fortune to these principles is a natural and logical step for us in our engagement and in the development of our asset management business. The Principles for Responsible Investment (PRI) were put in place by major global investors with the support of the United Nations Environment Program Finance Initiative (UNEP-FI) and the United Nations Global Compact in 2007.