Information about the environmental, social and governance quality criteria

Clartan Associés has decided to monitor the environmental, social and governance performance of its investment management, using research from independent consultancy Sustainalytics. Clartan Patrimoine, Clartan Valeurs, Clartan Évolution and Clartan Europe will from now on have an overall ESG risk rating relative assessment, as measured by Sustainalytics. These assessments are aggregated by Clartan Associés.

Clartan Patrimoine

At 30 June 2020:

  • Share of corporate issuers ranked in the top 20% of issuers: 62%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 0%
  • Sustainalytics ratings cover 93% of the invested portfolio (excluding cash and sovereign bonds).

Clartan Evolution

At 30 June 2020: 

  • Share of corporate issuers ranked in the top 20% of issuers: 76%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 0%
  • Sustainalytics ratings cover 97% of the invested portfolio (excluding cash and sovereign bonds).

Clartan Valeurs

At 30 June 2020:

  • Share of corporate issuers ranked in the top 20% of issuers: 71%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 0%
  • Sustainalytics ratings cover 98% of the portfolio’s equity investments.

 

Clartan Europe

At 30 June 2020: 

  • Share of corporate issuers ranked in the top 20% of issuers: 65%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 2%
  • Sustainalytics ratings cover 99% of the portfolio’s equity investments.

 

For more informations : www.sustainalytics.com