La Française, building on multiple years of real estate investment experience, launched in 2017 an actively managed sustainable listed real estate investment strategy, La Française Lux-Sustainable Real Estate Securities.
The fund managed by La Francaise Forum Securities (SG) Pte Limited, now with more than a two-year track-record, has been awarded1 by the Austrian Ministry of Sustainability and Tourism the selective Ecolabel for Sustainable Investments, Umweltzeichen.
The Austrian Ecolabel, Umweltzeichen, was established in 1990 by the Austrian Ministry of the Environment and distinguishes non-food products with high ecological and social quality. The sustainable funds / investments category exists since 2004 and was created in response to an increasing demand from retail and institutional investors for SRI investments. Awarded funds undergo the rigorous due diligence imposed by the official auditors Sustainability Model that filters funds according to specific exclusion criteria, incompatible with the principles of sustainability, and stakeholder and product criteria.
Jana Sehnalova, CEO of La Française Forum Securities (SG) Pte Limited - and Global Portfolio Manager of La Française Lux-Sustainable Real Estate Securities commented, “La Française Forum Securities is committed to responsible investing globally within the listed real estate sector, thus providing a solution to investors with a real desire to participate in the sustainable economy. The award of the Ecolabel is a testament to a rigorous sustainable process, focused on the combination of qualitative and quantitative analysis of ESG (environmental, social and governance) factors. We are pleased with this acknowledgement and we will continue to strive to generate performance on behalf of our investors with a positive impact on the sector and the world we live in.”
Through a combination of ESG (Environmental, Social and Governance) and financial analyses, La Française Lux-Sustainable Real Estate Securities, comprised of forty to sixty lines, invests primarily in global real estate companies with solid ESG characteristics and that offer long-term capital growth perspectives. The investment universe of La Française Lux-Sustainable Real Estate Securities includes some 350 global real estate companies that undergo a rigorous ESG rating process. Only the top ESG performers are retained for the “alpha pool” from which the investment manager (La Française Forum Securities SG Limited) picks stocks with above average risk adjusted return expectations.
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