Our ESG (Environmental, Social and Governance) approach aims to promote a responsible and unifying culture, while holding commitments to transparency in protecting our investors. Our investment policies rely on robust governance and an extra-financial approach.
Research and selectiveness are the essential driver of our ability to build a 360° view of companies in our portfolio. We regard our ESG approach as an opportunity to enrich our analysis and our understanding of risks and to strengthen our convictions.
Article 29 of the French Energy-Climate Law and its implementation degree aim to align and coordinate the French regulatory framework with European standards arising from SFDR.
This report describes what Ellipsis AM has done to move forward in its ESG approach as part of its fund and mandate management activities. It mainly covers the bond perimeter (convertibles and corporate bonds) and is based on the 2023 financial year.
You will find our LEC report in the "ESG Publications" section below.
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ESG "data quality" focus - Taxonomy, Principal Adverse Impacts (PAI), SDGs (Sustainable Development Goals) ...
Use of the Paris Aligned Benchmark (PAB) and Climate Transition Benchmark (CTB) in our equity index derivatives fund
SFDR Article 8 for our convertibles & credit funds
ESG research and rating capacity taken back in-house on the convertible bond desk
Signing of UN PRI and integration of ESG risk factors for convertibles funds
(United Nations Principles for Responsible Investment) since 2019
of our portfolios integrate ESG criteria in their picking selection in the framework of their management process
of our open-ended UCITS convertibles & credit bonds are classified SFDR Article 8*
An ESG approach is a core component of our synergies with the Kepler Cheuvreux Group
* SFDR: European Regulation (EU) No 2019/2088: Sustainable Finance Disclosure Regulation.
