Marketing Communication
This is a marketing communication relating to strategies implemented through funds. When these funds are registered in your jurisdiction, please refer to the fund's prospectus and KIID before making any final investment decision.

Seeyond: 2 billion of AuM awarded with the French SRI label   ISR Label

Published on March 28th 2022
planet

In 2021, Seeyond received the French SRI label for 6 equity funds, accounting for two billion of assets under management1, managed according to Seeyond’s Minimum Volatility2 and Factor Investing3 approaches integrating ESG criteria in the security selection and portfolio construction. As of 31/12/2021, it represents 43% of the company’s equity assets under management and 26% of its total assets.

Created in 2016, by the French ministry of Economics and Finance, the SRI label aims to enable investors to identify the investment funds implementing a robust social and responsible investment (SRI) methodology, leading to concrete and measurable results. For more information: www.lelabelisr.fr

This Label materializes the approach to “Responsible Investment” Seeyond has initiated since it became a subsidiary in 2018. Its commitment resulted in:

  • Formalizing the company’s commitment as responsible investor by becoming a UNPRI Signatory as soon as December 2018

PRI

  • Continuously looking to improve its commitment as an investor 

    • ​​Creation of the first fund managed with an ESG integration approach in 2017
    • Definition of proprietary exclusion policies and their enhancement
    • Strengthening of the active ownership policy 
  • Exploring new ways to integrate extra-financial criteria in line with the specificity of its portfolio management processes

  • An annual training plan setting the objective to train all its employees on ESG topics every year  ​

  • Adhering to the French Forum pour l’Investissement Responsable (FIR) in 2021 ​

PRI

  • Receiving the French SRI Label on a number of funds managed by integrating ESG criteria

 

For more information about Responsible Investment at Seeyond:  see more

 

[1] Source: Seeyond as of 31/12/2021

[2] Stock selection based on risk profiles with the objective to minimize portfolio volatility* and optimize the risk return profile. *extent of change of a financial asset. It can be used as a risk indicator for a financial asset. When volatility is high, the gain expectation is high, but so is the risk of loss.

[3] Equity market exposure by actively allocating according to equity characteristics including market behavior, volatility, value, etc.

 

 

This document is intended for professional and non-professional clients in accordance with MIFID. It may not be used for any purpose other than that for which it was conceived and may not be copied, distributed or communicated to third parties, in part or in whole, without the prior written authorization of Seeyond.

This is a marketing communication relating to strategies implemented through funds. When these funds are registered in your jurisdiction, please refer to the fund's prospectus and KIID before making any final investment decision.

None of the information contained in this document should be interpreted as having any contractual value. This document is produced purely for the purposes of providing indicative information.

This document consists of a presentation created and prepared by Seeyond based on sources it considers to be reliable. Seeyond reserves the right to modify the information presented in this document at any time without notice, and in particular anything relating to the description of the investment process, which under no circumstances constitutes a commitment from Seeyond.

Seeyond will not be held responsible for any decision taken or not taken on the basis of the information contained in this document, nor in the use that a third party might make of the information.

Figures mentioned refer to previous years. Past performance does not guarantee future results. Any reference to a ranking, a rating or an award provides no guarantee for future performance and is not constant over time. Reference to a ranking and/or an award does not indicate the future performance of the UCITS/AIF or the fund manager.

In accordance with the treaties signed by the French government, the funds directly managed by Seeyond do not invest in any company that manufactures, sells or stocks anti-personnel mines and cluster bombs.