Responsible investment
Combining excellence, transparency and performance for a sustainable and responsible investment.
At Gay-Lussac Gestion, we have developed a global responsible investment strategy that takes into account the principal adverse impacts (“PAI”) and sustainability risks of our investment decisions, particularly with regard to the Environmental (E), Social (S) and Governance (G) criteria – ESG – and this for our entire range of funds.
Principal adverse impacts refer to the negative impacts of investment decisions on sustainability factors such as the environment, social issues, respect for human rights and anti-corruption.
This implementation is based on Gay-Lussac Gestion’s own extra-financial methodology, as well as a set of commitment policies:
- A Best In Class SRI approach, focused on the sectorial materiality of each industry;
- Exclusion policy for controversial sectors;
- Shareholder engagement and voting policy;
- Compliance with international codes and standards (UN Global Compact, OECD Guidelines, etc.),
- Signatory of the UN-PRI (United Nations Principles for Responsible Investment) and annual SRI reporting;
- Consideration and analysis of extra-financial criteria (Environmental, Social, Governance, Societal);
- A follow-up of the controversies of the issuing companies.
Our Gay-Lussac Green Impact fund is even more committed to socially responsible investment by having sustainable investment as its main objective. This strategy favors investments in stocks that are part of different sustainable themes such as energy efficiency, renewable energies, or sustainable innovation. We have implemented these themes by applying an inclusive sector strategy and by measuring the environmental impact of the fund through impact measurement indicators, such as:
- Carbon footprint measurement
- Green intensity measurement
- Two indicators to measure alignment with the 2° target of the Paris Climate Agreement
- Measurement of alignment with the European taxonomy
We are convinced that financial and extra-financial performances can go hand in hand: this is what we demonstrate every day through our approach to responsible investment.
“Gay-Lussac Gestion has implemented a responsible investment strategy for all its financial activities, developing a global ESG approach through its investment processes. Our goal is to achieve a positive impact on society by optimizing our investment choices. Aware of future challenges, we work according to a continuous improvement approach to offer products according to a coherent and homogeneous methodology aligned with future and current regulations.”.
Daphné PARANT, Head of the Gay-Lussac ESG Committee
Our responsible approach
Solidarity financing
Gay-Lussac Gestion, in accordance with its social and ESG commitments, accompanies and supports employment in France through the financing of the company France Active Investissement, an organization that collects solidarity savings and invests in socially innovative companies. Through its contribution, Gay-Lussac Gestion is proud to support the social and solidarity initiatives of entrepreneurs acting in their territory.
A governance and shareholders commitment
Our investment approach is based on an analysis of the governance practices of the companies in which we invest. We advocate clear governance with well-defined ambitions and missions. We are attentive to the respect of good practices and efforts to promote parity and diversity.
Finally, as managers, we exercise particular vigilance over practices relating to shareholders’ rights, especially minority rights.
Our engagements
Signatory of the UN-PRI (Principles for Responsible Investment)
Gay-Lussac Gestion participates in several initiatives related to Socially Responsible Investment (Principles for Responsible Investment, Forum for Responsible Investment, etc.).
Gay-Lussac Gestion participates in the greenhouse gas reduction objectives of the Paris Agreement in the following ways:
- Reducing its emissions by promoting a reduction in the use of paper and plastic
Gay-Lussac Gestion has also launched the following actions:
- To offer flexibility to its employees (whose personal organization requires it) in the organization of their work through various means: teleworking, flexible working hours or part-time work, without any impact on their career ;
- Choosing service providers that promote social integration;
- Supporting the French social economy through the choice of our suppliers.
Gay-Lussac Gestion is a signatory of the PRI (Principles for Responsible Investment) agreements whose objective is to ensure the application of these principles to build a sustainable and resilient financial ecosystem.
Supporter of the Task Force on Climate-related Financial Disclosures (TCFD) since 2021
Gay-Lussac Gestion is proud to be a signatory of the Task Force on Climate-related Financial Disclosures (TCFD), an initiative that promotes the publication of more transparent financial information on climate change risks.
As a signatory of the UN Principles for Responsible Investment (UN-PRI) since 2010, this new commitment to the TCFD demonstrates our commitment to building a more resilient financial system as well as increasing the transparency of climate-related risks and opportunities through the voluntary disclosure of better financial and non-financial information for the benefit of our investors.