Crédit Mutuel Investment Managers brings together the expertise of Crédit Mutuel Alliance Fédérale's asset management entities and rolls out a wide range of responsible investment funds aligned to our commitments.
Responsible and innovative solutions
Many funds managed by Crédit Mutuel Asset Management and BLI Banque de Luxembourg Investments comply with the SFDR and fall into category 8 or 9.
A player with a commitment to socially responsible management
The priority for Crédit Mutuel Asset Management is to adopt a responsible and sustainable approach for each of its activities and fields of expertise. It aims to fully integrate ESG matters at three levels: issuer analysis, investment decisions and portfolio construction.
Our objective is to identify and generate value from economic players that are proactive in the social and environmental transition, serving the common good of investors.
Isabelle Delattre, Director of Sustainable and Responsible Finance.
Mindful of the social responsibility that comes with investing on behalf of others, BLI - Banque de Luxembourg Investments became a signatory to the United Nations Principles for Responsible Investment (UN PRI) in 2017, aiming to put these principles into practice in three key areas: making ESG factors part of its investment processes, engagement and active voting policy. The first ESG policy was introduced in 2017 as a way to reduce risk within the portfolios. The deeper, broader policy that emerged over the following years both upheld and reflected the existing investment philosophy founded on active, conviction-based management with a long-term focus. Comprehensive, systematic incorporation of non-financial factors into the investment process is also facilitated by easier access to high-quality specialist research and growing expertise in the field of SRI. The updated process provides the broadest possible overview of the potential risks and opportunities associated with each responsible investment candidate.
Precise quantitative and qualitative requirements
Today, BLI focuses on companies and bond issuers that are committed to sustainable growth reflecting the interests of shareholders or unitholders, other stakeholders and the environment. The ESG policy was developed to uphold and reflect the existing investment philosophy founded on conviction-based management with a long-term focus. A wide array of ESG factors are taken into account throughout the various phases of the investment process, depending on the asset class and universe in question.