We integrate environmental and social dimensions into our economic performance, engaging all stakeholders in our business model.
Our strategy, aligned with European sustainable finance regulations, is based on the principle of double materiality. This principle considers both external impacts and internal risks related to sustainability. We firmly believe that the interdependence of financial and extra-financial performance is essential for creating long-term value.
Faced with new regulations (SFDR, European Taxonomy, Article 29 of the French Energy and Climate Law), we have adapted our ESG (Environmental, Social, and Governance) policies and processes, including organizational changes and improvements in data management.
Our sustainable development strategy, integrated into our CSR commitments, is reflected in three key pillars:
- Employee development, placing human capital at the core of our success.
- Managing environmental and social impacts, with significant importance given to environmental considerations in our professional behaviors and decisions.
- Promoting sustainable development in asset management, developing tailored products managed with foresight and pragmatism, generating positive impact, and ensuring increased transparency in our activities.
We actively participate in initiatives and events promoting responsible investment, support academic research on responsible financial practices, and organize conferences to raise awareness among our clients about ESG issues.
Our model combines extra-financial criteria with traditional financial analysis. We provide comprehensive and ethical analysis through rigorous evaluation of corporate risks and opportunities, enriched by discussions with company executives and field visit
We analyze each controversy to alert managers, distinguishing minor events from major alerts.
Our model aligns with the Sustainable Development Goals (SDGs). It identifies companies that support sustainable transition and evaluates their contribution by analyzing revenue linked to sustainable development challenges.
Demographic, medical, economic and lifestyle transition
Our conviction-driven management relies on direct communication with executives, regular discussions on responsibility and sustainable transition, and active shareholder engagement during General Meetings.
Our proprietary model also includes public issuers, with ESG evaluations based on relevant indicators from the ISS Country Ratings database.
Since 2021, we have been tracking our greenhouse gas (GHG) emissions through a Carbon Footprint Report, developed in collaboration with ADEME and the Association for Low-Carbon Transition. This report includes an action plan to reduce our environmental footprint, covering :
- Direct company emissions, including those from fixed and mobile installations (Scope 1).
- Indirect emissions related to energy, such as electricity and heat imported for DNCA Finance activities (Scope 2).
- Indirect emissions generated by activities associated with the organization’s value chain (Scope 3).
We implement specific actions to reduce these emissions and continue to develop metrics to monitor and manage GHG emissions linked to our investments.