Our management and ESG
Our responsible investment process involves the integration of ESG criteria in all of our equity funds
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.
Clartan Associés has adopted ESG and shareholder engagement policies for the compartments of the Clartan SICAV. In particular, the Clartan Ethos compartment is dedicated to the ESG theme and favours companies whose activities have a positive impact.
Clartan Ethos ESG Europe Small & Mid Cap
Article 8
SFDR Classification
Exclusions
Sectoral
Weapons, tobacco, pornography, GMOs, coal, nuclear, gambling, non-conventional fossil fuels
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
Best-in-Class
ESG & carbon criteria
Best ESG & carbon ratings (scopes 1 to 3 and climate strategy)
Positive impact
Sustainable energy, low-emission travel, sustainable water management, sustainable construction, natural capital, pollution control, circular economy, health, education and sustainable finance.
Engagement
Voting at AGMs
Systematic use of voting rights at general meetings of shareholders in accordance with Ethos’ guidelines
Dialogue
Engagement in dialogue with management bodies (transparency, influence on specific ESG themes, etc.)
Clartan Patrimoine
Article 8
SFDR Classification
Exclusions
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
Best-in-Class
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
79% at 28th March 2024
Engagement
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues
Clartan Evolution
Article 8
SFDR Classification
Exclusions
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
Best-in-Class
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
81% at 28th March 2024
Engagement
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.
Clartan Valeurs
Article 8
SFDR Classification
Exclusions
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
Best-in-Class
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
81% at 28th March 2024
Engagement
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.
Clartan Europe
Article 8
SFDR Classification
Exclusions
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
Best-in-Class
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
80% at 28th March 2024
Engagement
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.