In Europe, there are nearly 2,000 self-proclaimed Sustainable and Responsible Investment (SRI) funds. However, there is no universal norm that guarantees the extra-financial quality of these funds’ approaches. At BNP Paribas Wealth Management, our SRI team’s role is to select the best SRI funds based on extra-financial criteria to create an offering for private clients.
Since 2007, we have developed a real expertise in SRI and Impact Investing. Our specialists select products that provide social or environmental value-added and financial performance, and propose a range of services to assist you in your responsible investment initiative.
We use a proprietary tool to analyse various criteria – fund purity; quality of the Environmental, Social and Governance (ESG) approach; transparency; voting and commitment policy; sector and normative exclusion policy – in order to ascertain just how seriously a fund takes into account environmental and social issues.
In order for you to ascertain the real impact of your portfolio, our team will also provide you with:
- Detailed diagnosis of your portfolio,
- Guidance to help you re-orient your portfolio towards greater impact,
- Bespoke counsel on a targeted impact choice.