Responsible Investment
A clear responsible investment approach: exclude, select, engage
We signed the Principles for Responsible Investment in 2020
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.
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 & Mid Cap.
Our partnership with Ethos ensures independent expertise in extra-financial analysis, voting policies and shareholder dialogue.
A selection of companies monitored according to the most rigorous ESG standards.
A real influence through voting at general meetings and active dialogue with management teams.
The certainty that our clients’ investments contribute to long-term value creation, beyond financial performance alone.
Our method is based
on three complementary commitments:
Exclude sectors contrary to your values (weapons, tobacco, coal, non-sustainable fossil energies).
Select companies with leading ESG and climate practices to secure your investments over time.
Engage as active shareholders by exercising our voting rights and maintaining direct dialogue with company leaders.
Our fund Clartan Ethos ESG Europe Small & 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
Associated with this sub-fund is our philanthropic fund which finances, on a daily basis, the Association de la Vallée de la Millière, a project you may choose to support.
Performance of Clartan Ethos fund
* Performance is net of management fees.
Past performance is no indication or guarantee of future performance.
ESG Documentation
Legal notices
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’s head office.
Glossary
A few tips to help you better understand our documentation
ESG
Environment, Social and Governance
leader esg / impact
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.
STRONG PERFORMER ESG / impact
Recognises sustainability issues and is implementing cutting-edge SER policies / Innovative solutions and services with a generally positive impact in responding to global challenges.
challenger
Positive steps to adapt in recognition of sustainability issues. These companies are often candidates for promotion to the categories above.
follower
Significant controversies and/or seemingly failing to manage environmental and social issues satisfactorily and/or with governance that presents a significant risk for shareholders.
laggard
Active in sectors excluded by Ethos, involved in major controversies or failing to meet minimum standards in SER and governance matters.