Sustainable Investors

Since 2008, La Française has placed sustainability at the core of its investment process, firmly believing that ESG factors enhance long-term performance and resilience.

15 %

Of staff dedicated to ESG/CSR

€ 104 bn

In sustainable assets under management

271

SFDR Article 8 and 9 funds

10000

Issuers scored (financial scoring)

A holistic approach to extra-financial analysis

An integrated 360° framework: combining all areas of expertise for better decision-making

As a conviction-driven asset manager, we offer active strategies based on a holistic analysis of companies, with a comprehensive 360° understanding of their financial and extra-financial ecosystems.

This framework combines the ESG expertise of our dedicated team with the sectoral and financial know-how of our portfolio managers, analysts, and specialists. The goal: to enrich opportunity and risk analysis by integrating relevant, contextualized extra-financial data.

ESG as a standalone value driver

Environmental, social, and governance factors depending on their materiality directly influence short-term valuations. Our role is to provide a clear interpretation of these external, non-financial drivers.

ESG

Sector Policy

La Française has adopted a responsible investment policy aligned with the values of its shareholder and the expertise of the Institut Mutualiste pour l’Environnement et la Solidarité. Its ambition: to support clients in their investment decisions.

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ESG

Engagement Policy

Being a responsible investor goes beyond integrating ESG criteria or applying exclusion policies it also means exercising stewardship throughout the holding period, through voting and/or engagement.

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Stewardship: a cornerstone of our approach

Partnering with change-makers

Our approach is based on active, constructive dialogue with the companies we invest in or may invest in. Engagement can be conducted individually or collectively, through investor coalitions. Through voting, we help strengthen companies’ financial robustness, value creation capacity, and valuation. We also participate in around twenty industry initiatives and are signatories to nearly 45 commitments related to climate, biodiversity, gender equality, and responsible finance.

Environment

We strive to limit our direct environmental footprint and address ecological transformation challenges across all levels of our operations.

Committed employees

We provide a fulfilling and stimulating environment for all our people, respecting diversity and individual dignity.

Society

We act on a societal level to extend our positive impact beyond our core activities.

Ethical governance

A demanding governance framework ensures the implementation of CSR objectives and fosters trust.