Our socially responsible commitment
4 Pillars
Our portfolios are invested in companies whose activities have a positive impact on the United Nations’ Sustainable Development, aiming to outperform their relevant ESG benchmarks. These companies are experiencing rapid growth thanks to their exposure to megatrends such as the energy transition, the aging of the population and management of natural resources.
By analyzing companies’ activities, MSCI ESG Research determines for each company the percentage of sales that can be allocated to each of the Sustainable Development Goals. In order to select the stocks with the best extra-financial attractiveness, Sanso Longchamp AM relies on MSCI, recognized as one of the leaders in the field of ESG research.
Sanso Longchamp AM excludes companies that seriously and repeatedly contravene the principles of the United Nations Global Compact, and companies involved in weapons considered “controversial”, notably those targeted by the so-called Oslo and Ottawa Conventions. The exclusions below apply to funds classified under article 8 and 9 of the SFDR classification.
*Weapons prohibited under French law are also excluded from article 6 SFDR holdings. Following France’s signature of the Oslo and Ottawa Conventions, anti-personnel mines (MAP) and sub-munitions weapons (ASM) are excluded. Biological and chemical weapons are also excluded (Code de la défense Article L2342-3 and Loi n°72-467 du 9 juin 1972).
Article 8 and 9 funds also exclude depleted uranium weapons, blinding laser weapons and incendiary weapons.
** Article 9 funds also exclude all companies on the NGO Urgewald’s Global Coal Exit List and Global Oil & Gas Exit List, except those with less than 10% sales from these activities and no new projects in progress.
Most of our funds complement the previous pillars by seeking to maximize ESG ratings and reduce carbon intensity.
Using a range of extra-financial data providers, we evaluate companies in terms of:
- environmental, social and governance policies and practices.
- carbon intensity and contribution to greenhouse gas emissions (scopes 1 and 2).
As a shareholder, Sanso Longchamp AM has implemented a policy of commitment to the companies in which we invest, in order to encourage them to make progress in a number of areas:
- carbon intensity,
- SBTi objectives,
- tax practices,
- ESG transparency,
- the impact of Artificial Intelligence…
This policy of commitment aims to be a collaborative one, notably through the European “Shareholders for Change” initiative, in order to join forces with other truly committed investment companies representing over 30 billion euros in assets under management.
In addition, as part of our fund selection process, we systematically question our partners on the integration of ESG issues into their investment process. We establish a dialogue with these managers to encourage them to integrate these considerations into their investment process.
Rendez-vous
Appointments with management, analysis and distribution teams during which we express our commitment to the integration of these issues by our partners and highlight the importance of these subjects.
Letters sent to the management bodies of the management companies concerned, reiterating our desire to see these issues taken more fully into account.
Follow-up
We monitor the progress of managers’ approaches in this area.
Our technical and human resources
A TOOL FOR ANALYZING AND SELECTING SRI FUNDS
SRI funds are listed in our in-house Monitoring Funds analysis tool.
- Ratings and analyses are recorded in the proprietary tool.
- SRI funds receive a rating of AAA, AA, A or B.
MEETINGS WITH MANAGEMENT COMPANIES
The entire management team holds between 250 and 300 meetings a year with external fund managers, either for updates or to present a new fund.
These exchanges enable the managers to capture qualitative information that no database could provide and complement our quantitative analysis of the funds.
ANALYSIS TOOL FOR ISSUERS’ ESG AND CARBON RATINGS
Sanso Longchamp AM uses MSCI as a decision-making tool when selecting securities. The quality of the ESG and carbon analysis methodology, the depth of coverage and the clarity of the methodology for calculating exposure to the SDGs are all reasons why we chose to work with MSCI.
UNIQUE SRI GOVERNANCE
A monthly SRI Steering Committee meeting is organized with Sanso Longchamp AM’s General Management and team managers.
VOTING POLICY
Sanso Longchamp AM has selected ISS to assist us in the analysis of resolutions and the implementation of the voting policy (SRI) based on the following criteria:
- Global coverage of the service provider,
- Existence of a voting policy aligned with the corporate social responsibility principles supported by Sanso Longchamp AM.
- Ability to work closely with customers.
A COMPLETE, SPECIALIZED TEAM
The management team is structured into several groups of experts, each integrating SRI into their area of specialization.
Fund selection
When selecting funds, we analyze their financial and SRI characteristics. The qualitative study of funds is based on four areas of SRI analysis.
Our involvement
Sanso Longchamp AM actively supports the development of Responsible Investment in France by taking part in market initiatives aimed at promoting sustainable and responsible finance and economics.
Label Isr
Principles for
Responsible Investment
Carbon Disclosure Project
Forum pour l’investissement
responable
United Nations Global Compact
Appel de paris
AFG
Shareholder For Change
Our commitments as a company
Sanso Longchamp AM puts into practice the principles of sustainable development and social responsibility that it promotes within its investment policy, by applying them to its own actions.
Philanthropy
Every year since 2017, Sanso Longchamp AM has donated 1% of its sales to the Akuo Foundation. Our donation is allocated among the Foundation’s various projects that address missions related to health, education, access to renewable energies and environmental protection.
Solidarity organizations
Since 2020, Sanso Longchamp AM has invested between 5% and 10% of the assets of the Sanso Convictions ESG fund in securities issued by France Active and Habitat & Humanisme.
Environmental protection
Sanso Longchamp AM is committed to donating between 8.3% and 13.3% of the management fees of the Sanso Objectif Durable 2026 fund, depending on the unit category, to environmental and ocean protection associations: Surfrider Foundation Europe and Institut Océanographique Fondation Albert 1er Prince de Monaco.
Humanitarian and charitable associations
Through dedicated products, many of our funds are donated to the following humanitarian and charitable associations :
