Responsible investment

Our “Quality & Value” investment philosophy incorporates both financial and extra-financial considerations.

Acting as a responsible investor

Investment in high-quality companies, the foundation of our “Quality and Value” management process, is inextricably linked to consideration of environmental, social and governance (ESG) issues. ESG is not a mode, but a fundamental direction for our company if it is to attract clients, build their loyalty, give meaning for staff and thus work for the long term.

It consists of identifying companies that create lasting value that is shared between shareholders and other economic actors, in other words those that are both social and financial exemplars. Clartan Associés implements a three-pronged ESG and shareholder engagement policy:


Sectoral and behavioural


Favour the best ESG performances


Exercise voting rights, engage in dialogue

The collaboration with Ethos

We have opted to take extra-financial criteria into account in our investment processes by drawing on research from Ethos Services SA.

The Principles for Responsible Investment

We signed up to the UN’s Principles for Responsible Investment in June 2020. This initiative seeks to contribute to the long-term creation of value by encouraging responsible investment that benefits the environment and society as a whole and by helping signatories to incorporate ESG criteria in their investment decisions and role as shareholders.

The six Principles and signatories’ commitment

“We will incorporate ESG issues into investment analysis and decision-making processes.

“We will incorporate ESG issues into investment analysis and decision-making processes.

“We will be active owners and incorporate ESG issues into our ownership policies and practices.

“We will seek appropriate disclosure on ESG issues by the entities in which we invest.

“We will promote acceptance and implementation of the Principles within the investment industry.

“We will work together to enhance our effectiveness in implementing the Principles.

“We will each report on our activities and progress towards implementing the Principles.


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