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

View fund

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

View Fund

Exclusions

Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.

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+).
83% at 31^st May 2025

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

view fund

Exclusions

Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.

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+).
73% at 31^st May 2025

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

View fund

Exclusions

Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.

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+).
78% at 31^st May 2025

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

view fund

Exclusions

Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.

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+).
82% at 31^st May 2025

Engagement

Voting at AGMs
Voting at least 50% of shares held.

Dialogue
Engagement in dialogue with management bodies on ESG issues.