How the assets managed by SRI funds are being chosen?

To build its portfolio of assets, every SRI fund uses two methods:

  • The extra-financial analysis

This method is about noticing and highlighting good practices in the environmental, social and managing domains (ESM criteria). In order to do so, analysts base themselves on the companies’ data (reports on sustainable development, on-sites visits…), on non-profit organizations (UN, World Bank…) and on extra-financial notations agencies.

  • The financial analysis

This method is about identifying the companies with the best financial profitability. In order to do so, funds lean on their financial analyst teams and on exterior analysts. They simultaneously study the companies’ financial health and the economic climate in general. Thanks to this process, SRI labelled funds are both responsible and financially profitable products.