Sustainable Investments / ESG
ESG integration and long-term shareholder engagement
ODDO BHF Asset Management manages several equity and bond funds that factor in ESG criteria. They total more than €7bn euros in assets under management*. This approach is fully aligned with the managers’ investment philosophy – conviction-based management within a long-term perspective.
ESG research aims to identify the most meaningful criteria in order to then impact portfolio construction within an objective of sustainable development. Our approach is based on two distinct pillars: an analysis of best-in-universe securities and a dialogue with companies on issues such as climate challenges.
By factoring in the criteria that we deem the most meaningful and the most relevant to investors, our approach aims mainly to impact portfolio construction.
Beyond merely measuring CO2 emissions, we have developed a qualitative analysis that also measures portfolios’ contribution to meeting climate targets. For this purpose, an indicator called “energy transition analysis” (ETA) has been developed to measure each company’s contribution to a low-carbon economy.
• White papers
• SFDR (Sustainable Finance Disclosure Regulation)
• Regulatory documents & other publicationsAnnual PRI report
ESG integration policy - article 173 (VI) of the french law on the energy transition for green growth
Shareholder engagement policy
Dialogue & engagement policy report
Report on the exercise of voting rights