ESG

ESG &
REGULATIONS

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.

ENERGY-CLIMATE LAW REPORT 

Edition 2023 (2022 financial year)

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 2022 financial year.

Enjoy your reading !

A GRADUAL ESG APPROACH

KEY POINT

PRI

Ellipsis AM is a signatory of UN PRI

(United Nations Principles for Responsible Investment) since 2019

100%

of our portfolios integrate ESG criteria in their picking selection in the framework of their management process

100%

of our open-ended UCITS convertibles & credit bonds are classified SFDR Article 8*

2022

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.