Equitis Gestion is concerned by the environmental impact of companies and their ability to offer products and services that respond to environmental challenges. The environmental issues can relate to the treatment of carbon emissions, pollution, waste and water use at the corporate level.
Equitis Gestion is concerned by the impact of companies on all their stakeholders (suppliers, employees, consumers) and the increasingly important expectations of investors in social responsibility. Social issues can carry on all types of employment abuse, staff rotation indicators, diversity, health and safety at the workplace, income distribution, and product safety.
Equitis Gestion is sensitive to the added value provided by companies that encourage ethics in governance. Governance issues can relate to trends in fraud and corruption, government involvement and the impact on the management of the company, the independence of the board of directors, the remuneration of the leaders, and anti-competitive practices.
In accordance with Article L.533-22-1 of the French Monetary and Financial Code (Code Monétaire et Financier), Equitis Gestion shall inform investors about how ESG criteria are taken into account in the fund management process.
Highly sensitive to these criteria, Equitis Gestion relies on the recommendations of its investment advisors and the rules defined in the by-laws or prospectus and the Key Information Documents (or Documents d’Information Clé) of each managed fund. ESG criteria are thus not used as a systematic filter of fund management and risk management by Equitis Gestion.