{"id":3551,"date":"2022-03-17T17:10:20","date_gmt":"2022-03-17T17:10:20","guid":{"rendered":"https:\/\/new.clartan.com\/ch-en\/commitments\/responsible-investment\/"},"modified":"2026-02-06T12:40:26","modified_gmt":"2026-02-06T12:40:26","slug":"responsible-investment","status":"publish","type":"page","link":"https:\/\/clartan.com\/ch-en\/commitments\/responsible-investment\/","title":{"rendered":"Responsible Investment"},"content":{"rendered":"\n<section class=\"wp-block-cover alignfull relative overflow-hidden hero bottom-curved-border\"><img decoding=\"async\" class=\"wp-block-cover__image-background wp-image-10270 size-large\" alt=\"\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/pistil-01-orange-1036x583.jpg\" data-object-fit=\"cover\"\/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-30 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(180deg,rgb(119,14,14) 0%,rgba(120,14,14,0.49) 100%)\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"h-les-fonds-clartan-associes\">Responsible Investment<\/h1>\n\n\n\n<p class=\"has-text-align-center has-lg-font-size wp-block-paragraph\">A clear responsible investment approach: exclude, select, engage<\/p>\n<\/div>\n<\/div><\/section>\n\n\n\n<div class=\"wp-block-group alignfull has-sable-clair-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-93379a47 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-container-core-group-is-layout-33c8c244 wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\">We signed the Principles for Responsible Investment in 2020<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large wp-duotone-8a8683-ffffff-1\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2022\/06\/logo-PRI.svg\" alt=\"\" class=\"wp-image-2229\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-c020569f wp-block-group-is-layout-flex\">\n<p class=\"has-text-align-center wp-block-paragraph\">This initiative, supported by the United Nations, aims to contribute to long-term value creation by encouraging responsible investments that benefit both the environment and society as a whole.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">To strengthen this global approach, we work alongside Ethos, a Swiss foundation that has been a pioneer in responsible investment since 1997 and an expert in extra-financial data. Ethos is also the adviser in socially responsible investment for the fund Clartan Ethos ESG Europe Small &amp; Mid Cap.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-flow wp-container-core-group-is-layout-d80c08ae wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color has-2-xl-font-size wp-elements-d2fbc095c54689f7cd48d438d86f8466\"><em><a href=\"https:\/\/www.ethosfund.ch\/fr\" target=\"_blank\" rel=\"noreferrer noopener\">Our partnership with Ethos<\/a><\/em> ensures independent expertise in extra-financial analysis, voting policies and shareholder dialogue.<\/h2>\n\n\n\n<div class=\"wp-block-columns alignwide has-sm-font-size is-layout-flex wp-container-core-columns-is-layout-800df3e3 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/01-bleu.svg\" alt=\"\" class=\"wp-image-10202\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">A selection of companies monitored according to the most rigorous ESG standards.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/02-bleu.svg\" alt=\"\" class=\"wp-image-10203\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">A real influence through voting at general meetings and active dialogue with management teams.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/03-bleu.svg\" alt=\"\" class=\"wp-image-10204\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">The certainty that our clients\u2019 investments contribute to long-term value creation, beyond financial performance alone.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-31ef7162 wp-block-group-is-layout-constrained\" style=\"background-color:#f3ece4;padding-top:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60)\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\">Our method is based <br>on three complementary commitments:<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/01-blanc.svg\" alt=\"\" class=\"wp-image-10192\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-literata-font-family has-xl-font-size wp-block-paragraph\" style=\"font-style:auto;font-weight:500\"><em>Exclude<\/em> sectors contrary to your values (weapons, tobacco, coal, non-sustainable fossil energies).<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/02-blanc.svg\" alt=\"\" class=\"wp-image-10193\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-literata-font-family has-xl-font-size wp-block-paragraph\" style=\"font-style:auto;font-weight:500\"><em>Select<\/em> companies with leading ESG and climate practices to secure your investments over time.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/03-blanc-1.svg\" alt=\"\" class=\"wp-image-10195\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-literata-font-family has-xl-font-size wp-block-paragraph\" style=\"font-style:auto;font-weight:500\"><em>Engage<\/em> as active shareholders by exercising our voting rights and maintaining direct dialogue with company leaders.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cover alignfull has-white-color has-text-color has-link-color wp-elements-298a055962f54d01182349890d049b9f\" style=\"padding-top:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60)\"><img decoding=\"async\" class=\"wp-block-cover__image-background wp-image-8396 size-full\" alt=\"\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2024\/10\/Coccinelle.jpg\" style=\"object-position:50% 27%\" data-object-fit=\"cover\" data-object-position=\"50% 27%\"\/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-secondary-background-color has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-container-core-group-is-layout-33c8c244 wp-block-group-is-layout-flow\">\n<p class=\"has-text-align-center has-literata-font-family has-2-xl-font-size wp-block-paragraph\" style=\"font-style:auto;font-weight:500\">Our fund Clartan Ethos ESG Europe Small &amp; Mid Cap, certified with the French ISR label, stands out particularly through investments in companies with a positive impact on the energy transition, health, education or the circular economy<\/p>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\">Associated with this sub-fund is our philanthropic fund which finances, on a daily basis, the Association de la Vall\u00e9e de la Milli\u00e8re, a project you may choose to support.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-20959078 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-link-bordered\"><a class=\"wp-block-button__link has-white-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/clartan.com\/ch-en\/our-funds\/\">Our fund Clartan Ethos<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-link-bordered\"><a class=\"wp-block-button__link has-white-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/clartan.com\/ch-en\/fund\/clartan-ethos-esg-europe-small-et-mid-cap-association-vallee-de-la-milliere\/\">Philanthropic Fund<\/a><\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-sable-clair-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-ffa60704 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-container-core-group-is-layout-2e701726 wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading alignwide has-text-align-left has-2-xl-font-size\">Performance of Clartan Ethos fund<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:80px\">\n<figure class=\"wp-block-image size-medium is-resized\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/Logo-ISR-Republique-FR-RVB-265x300.png\" alt=\"Label ISR (investissement socialement responsable) Clartan Associ\u00e9s\" class=\"wp-image-9842\" style=\"object-fit:contain;width:79px;height:90px\"\/><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n\n<section class=\"funds-table alignwide\">\n\n\t\t\t<ol class=\"p-0 m-0 flex flex-col gap-5\">\n\t\t\t<li class=\"text-[13px] list-none grid-cols-[3fr_1fr_1fr_1fr_1fr_1fr] text-center items-center hidden lg:grid\">\n\t\t\t\t<div class=\"\"><\/div>\n\t\t\t\t<div>Date<\/div>\n\t\t\t\t<div>NAV<\/div>\n\t\t\t\t<div>YTD*<\/div>\n\t\t\t\t<div>Since inception (Cagr)*<\/div>\n\t\t\t\t<div>\n\t\t\t\t\tRisk\t\t\t\t\t<a href=\"#\" data-tooltip=\"Risk Scale from 1 (lowest risk) to 7 (highest risk)\nCategory 1 does not mean the investment is risk free. The risk category of this Fund is not guaranteed and may change over time. The risk level derives from the exposure of the sub-fund to equity markets.\" class=\"group tooltip-multiline tooltip-bottom-center leading-none align-sub pl-1 normal-case\">\n\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14.593\" height=\"14.593\" viewBox=\"0 0 14.593 14.593\">\n\t\t\t\t\t\t\t<path id=\"Trac\u00e9_2350\" data-name=\"Trac\u00e9 2350\" d=\"M9.3,2a7.3,7.3,0,1,0,7.3,7.3A7.3,7.3,0,0,0,9.3,2Zm.73,12.4H8.567V12.945h1.459Zm1.51-5.655-.657.671a2.484,2.484,0,0,0-.854,2.065H8.567v-.365a2.937,2.937,0,0,1,.854-2.065l.9-.919a1.427,1.427,0,0,0,.431-1.029,1.459,1.459,0,0,0-2.919,0H6.378a2.919,2.919,0,0,1,5.837,0A2.322,2.322,0,0,1,11.537,8.749Z\" transform=\"translate(-2 -2)\" fill=\"#413b38\" \/>\n\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t<!-- <div>Factsheet<\/div> -->\n\t\t\t<\/li>\n\t\t\t\n\t\t\t\t<li class=\"list-none\">\n\t\t\t\t\t<a href=\"https:\/\/clartan.com\/ch-en\/fund\/clartan-ethos-esg-europe-small-et-mid-cap-c\/\" title=\"See the details of Clartan Ethos ESG Europe Small &amp; Mid Cap\" class=\"text-left lg:text-center grid grid-cols-none lg:grid-cols-[3fr_1fr_1fr_1fr_1fr_1fr] items-center pt-3 pb-1 text-secondary shadow-[0_1px_0_0] hover:shadow-[0_3px_0_0] transition-shadow no-underline\">\n\t\t\t\t\t\t<div class=\"pb-3 lg:pb-0 lg:text-left\">\n\t\t\t\t\t\t\t<div class=\"font-semibold\">Clartan Ethos ESG Europe Small &amp; Mid Cap<\/div>\n\t\t\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tClass \t\t\tC &#8211; LU2225829204\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"text-argile mt-2\">\n\t\t\t\t\t\t\t\tLearn more\t\t\t\t\t\t\t\t<svg width=\"11\" height=\"8\" viewBox=\"0 0 11 8\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t\t<path d=\"M10.3536 4.03519C10.5488 3.83993 10.5488 3.52335 10.3536 3.32809L7.17157 0.146107C6.97631 -0.0491555 6.65973 -0.0491555 6.46447 0.146107C6.2692 0.341369 6.2692 0.657951 6.46447 0.853214L9.29289 3.68164L6.46447 6.51007C6.2692 6.70533 6.2692 7.02191 6.46447 7.21717C6.65973 7.41244 6.97631 7.41244 7.17157 7.21717L10.3536 4.03519ZM0 3.68164V4.18164H10V3.68164V3.18164H0V3.68164Z\" fill=\"#9B9175\" \/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"items-center grid grid-cols-[minmax(5rem,_100%)_1fr] gap-4 lg:gap-0 lg:grid-cols-none py-1  before:text-secondary lg:py-0 before:font-bold before:content-[attr(data-name)] lg:before:content-['']\" data-name=\"Date\">\n\t\t\t\t\t\t\t07\/08\/2026\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"items-center grid grid-cols-[minmax(5rem,_100%)_1fr] gap-4 font-semibold lg:gap-0 lg:grid-cols-none py-1  before:text-secondary lg:py-0 before:font-bold before:content-[attr(data-name)] lg:before:content-['']\" data-name=\"NAV\">\n\t\t\t\t\t\t\t\u20ac131.24\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"items-center grid grid-cols-[minmax(5rem,_100%)_1fr] gap-4 lg:gap-0 lg:grid-cols-none py-1  before:text-secondary lg:py-0 before:font-bold before:content-[attr(data-name)] lg:before:content-['']\" data-name=\"YTD\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t+8.7%\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"items-center grid grid-cols-[minmax(5rem,_100%)_1fr] gap-4 lg:gap-0 lg:grid-cols-none py-1  before:text-secondary lg:py-0 before:font-bold before:content-[attr(data-name)] lg:before:content-['']\" data-name=\"Since inception (Cagr)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t+4.7%\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"items-center grid grid-cols-[minmax(5rem,_100%)_1fr] gap-4 lg:gap-0 lg:grid-cols-none py-1  before:text-secondary lg:py-0 before:font-bold before:content-[attr(data-name)] lg:before:content-['']\" data-name=\"Risk\">\n\t\t\t\t\t\t\t<span class=\"bg-bleu-gris font-medium leading-[1.3rem] px-[0.6rem] rounded-full w-fit justify-self-left lg:justify-self-center h-fit\">4\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<!-- <div class=\"items-center grid grid-cols-[minmax(5rem,_40%)_1fr] gap-4 lg:gap-0 lg:grid-cols-none py-1 before:text-right before:text-secondary lg:py-0 before:font-bold before:content-[attr(data-name)] lg:before:content-['']\" data-name=\"Risk\">\n\t\t\t\t\t\t\t\t\t\t<a href=\"\/wp-content\/uploads\/fundsHistoricalValues\/LU2225829204.csv\" target=\"_blank\" title=\"Download the evolution of NAVs\" rel=\"noreferrer noopener\" download>\n\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\"><path d=\"M18,15v3H6V15H4v3a2.006,2.006,0,0,0,2,2H18a2.006,2.006,0,0,0,2-2V15Zm-1-4L15.59,9.59,13,12.17V4H11v8.17L8.41,9.59,7,11l5,5Z\" transform=\"translate(-4 -4)\"  class=\"fill-primary\"\/><\/svg>\n\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/div> -->\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\n\t\t\t\t\t<\/ol>\n\t\t\n<\/section>\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-69d0b17a wp-block-group-is-layout-constrained\">\n<p class=\"has-sm-font-size wp-block-paragraph\">* Performance is net of management fees.<br>Past performance is no indication or guarantee of future performance.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background bottom-curved-border has-global-padding is-layout-constrained wp-container-core-group-is-layout-ffa60704 wp-block-group-is-layout-constrained\" style=\"background-color:#f7f2eb;padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-19582ceb wp-block-group-is-layout-flex\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\" id=\"h-documents\">ESG Documentation<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-container-core-group-is-layout-76e65b41 wp-block-group-is-layout-flow\">\n\n\n\t<section class=\"funds-table \">\n\n\t\t\t\t\t<ul class=\"p-0 m-0 flex flex-col gap-3\">\n\t\t\t\t\t\n\t\t\t\t\t\t\n<a class=\"bg-white rounded font-medium px-5 py-3 transition-transform shadow-shadowsmall hover:scale-[1.02] flex items-center no-underline gap-3 text-secondary\" href=\"https:\/\/www.clartan.com\/ch-en\/wp-content\/uploads\/sites\/11\/2022\/09\/2021-principes-ethos-ISR-EN-A5.pdf\" title=\"Download document Ethos&#8217; eight Socially Responsible Investment principles\" target=\"_blank\" rel=\"noreferrer noopener\" download>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\">\n\t\t\t<path d=\"M18,15v3H6V15H4v3a2.006,2.006,0,0,0,2,2H18a2.006,2.006,0,0,0,2-2V15Zm-1-4L15.59,9.59,13,12.17V4H11v8.17L8.41,9.59,7,11l5,5Z\" transform=\"translate(-4 -4)\" class=\"fill-primary\" \/>\n\t\t<\/svg>\n\t\tEthos&#8217; eight Socially Responsible Investment principles<\/a>\n\t\t\t\t\t\n\t\t\t\t\t\t\n<a class=\"bg-white rounded font-medium px-5 py-3 transition-transform shadow-shadowsmall hover:scale-[1.02] flex items-center no-underline gap-3 text-secondary\" href=\"https:\/\/www.clartan.com\/ch\/wp-content\/uploads\/sites\/11\/2022\/03\/28-_politique_esg_0.pdf\" title=\"Download document ESG Policy (in French)\" target=\"_blank\" rel=\"noreferrer noopener\" download>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\">\n\t\t\t<path d=\"M18,15v3H6V15H4v3a2.006,2.006,0,0,0,2,2H18a2.006,2.006,0,0,0,2-2V15Zm-1-4L15.59,9.59,13,12.17V4H11v8.17L8.41,9.59,7,11l5,5Z\" transform=\"translate(-4 -4)\" class=\"fill-primary\" \/>\n\t\t<\/svg>\n\t\tESG Policy (in French)<\/a>\n\t\t\t\t\t\n\t\t\t\t\t\t\n<a class=\"bg-white rounded font-medium px-5 py-3 transition-transform shadow-shadowsmall hover:scale-[1.02] flex items-center no-underline gap-3 text-secondary\" href=\"https:\/\/www.clartan.com\/ch-en\/wp-content\/uploads\/sites\/11\/2022\/09\/politique_dengagement_actionnarial-1.pdf\" title=\"Download document Voting rights policy (in French)\" target=\"_blank\" rel=\"noreferrer noopener\" download>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\">\n\t\t\t<path d=\"M18,15v3H6V15H4v3a2.006,2.006,0,0,0,2,2H18a2.006,2.006,0,0,0,2-2V15Zm-1-4L15.59,9.59,13,12.17V4H11v8.17L8.41,9.59,7,11l5,5Z\" transform=\"translate(-4 -4)\" class=\"fill-primary\" \/>\n\t\t<\/svg>\n\t\tVoting rights policy (in French)<\/a>\n\t\t\t\t\t\n\t\t\t\t\t\t\n<a class=\"bg-white rounded font-medium px-5 py-3 transition-transform shadow-shadowsmall hover:scale-[1.02] flex items-center no-underline gap-3 text-secondary\" href=\"https:\/\/www.clartan.com\/ch-en\/wp-content\/uploads\/sites\/11\/2022\/09\/rapport_dexercice_des_droits_de_vote_2021_2-1.pdf\" title=\"Download document 2021 voting rights report (in French)\" target=\"_blank\" rel=\"noreferrer noopener\" download>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\">\n\t\t\t<path d=\"M18,15v3H6V15H4v3a2.006,2.006,0,0,0,2,2H18a2.006,2.006,0,0,0,2-2V15Zm-1-4L15.59,9.59,13,12.17V4H11v8.17L8.41,9.59,7,11l5,5Z\" transform=\"translate(-4 -4)\" class=\"fill-primary\" \/>\n\t\t<\/svg>\n\t\t2021 voting rights report (in French)<\/a>\n\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\n\t<\/section>\n\n\n\n\n\n\n<p class=\"has-sm-font-size wp-block-paragraph\"><strong>Legal notices<br><\/strong>The information presented above does not represent either an offer for sale or investment advice. For full information on strategy, fees, all risks and the recommended investment period, please refer to the prospectus, KIID and other regulatory information available on our website www.clartan.com or free of charge on demand from the company\u2019s head office.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-sable-clair-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\" id=\"h-glossaire\">Glossary<\/h2>\n\n\n\n<p class=\"has-text-align-center has-lg-font-size wp-block-paragraph\"><em>A few tips to help you better understand our documentation<\/em><\/p>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-grid wp-container-core-group-is-layout-208a73e2 wp-block-group-is-layout-grid\">\n<div class=\"wp-block-group has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#bfb6a42e;min-height:100%\">\n<h3 class=\"wp-block-heading has-2-xl-font-size\"><em>ESG<\/em><\/h3>\n\n\n\n<p class=\"has-base-font-size wp-block-paragraph\">Environment, Social and Governance<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#bfb6a487\">\n<h3 class=\"wp-block-heading has-2-xl-font-size\"><em>leader esg \/ impact<\/em><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Best practice in terms of social and environmental responsibility (SER) \/ A significant share of the solutions and services offered have a generally positive impact in responding to global challenges.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#bfb6a487\">\n<h3 class=\"wp-block-heading has-2-xl-font-size\"><em>STRONG PERFORMER ESG \/ impact<\/em><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Recognises sustainability issues and is implementing cutting-edge SER policies \/ Innovative solutions and services with a generally positive impact in responding to global challenges.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#bfb6a42e;min-height:100%\">\n<h3 class=\"wp-block-heading has-2-xl-font-size\"><em>challenger<\/em><\/h3>\n\n\n\n<p class=\"has-base-font-size wp-block-paragraph\">Positive steps to adapt in recognition of sustainability issues. These companies are often candidates for promotion to the categories above.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-background wp-container-content-b7f12228 is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#bfb6a42e;min-height:100%\">\n<h3 class=\"wp-block-heading has-2-xl-font-size\"><em>follower<\/em><\/h3>\n\n\n\n<p class=\"has-base-font-size wp-block-paragraph\">Significant controversies and\/or seemingly failing to manage environmental and social issues satisfactorily and\/or with governance that presents a significant risk for shareholders.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#bfb6a487\">\n<h3 class=\"wp-block-heading has-2-xl-font-size\"><em>laggard<\/em><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Active in sectors excluded by Ethos, involved in major controversies or failing to meet minimum standards in SER and governance matters.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A clear responsible investment approach: exclude, select, engage.<\/p>\n","protected":false},"author":2,"featured_media":3538,"parent":3536,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-3551","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v28.1) - 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