After 12 years of SRI expertise, La Financière de l'Echiquier (LFDE) has extended its environmental, social and governance (ESG)integration to its entire fund range.
100% of the securities held in the portfolio will receive an ESG rating, a large-scale ESG integration project that aims to bring the practices of the entire range of funds together with those deployed at the heart of fund management over time SRI, Echiquier Major SRI Growth Europe at Echiquier Positive Impact.
The proprietary methodology developed by LFDE in 2007 has been enriched over time, maintaining the same anchor point, with particular attention paid to governance. This original method, applied in a systematic and rigorous way to the values present in the SRI funds, has been adapted to allow to analyse 100% of the values invested in the other funds of the range. To date, it applies to 94% of the portfolio securities (63% as at 31 December 2017).
This new integration excites the entire management team, accompanied by the SRI team, led by Sonia Fasolo, and composed of 4 people with complementary profiles.