Socially responsible investment (SRI) is a multifaceted and constantly evolving concept, situated at the intersection of economic and societal demands. SRI management naturally focuses on long-term performance, integrating all the risks and opportunities companies face. We are convinced of the importance of sustainability issues in selecting the leaders of tomorrow. Complementary to financial analysis and value-creation, environmental, social, and governance (ESG) criteria are at the core of the SRI management expertise.

Over the past decade, integrating ESG criteria into financial product management has demonstrated its value-creating potential. These criteria have enabled a better understanding of companies and their activities, reduced volatility, and become an effective way to identify risk factors often only partially addressed by traditional financial analysis. ESG analysis, focused on performance and extra-financial risk, thus reduces liability and reputational risks while identifying sustainable development opportunities. This trend has strengthened in recent years, driven by increased regulation, societal pressure on companies to integrate sustainability, and financial scandals.