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Investment universes

 

TAILORED INVESTMENT UNIVERSES


If you are seeking to define a SRI investment universe in accordance with your own responsible ‎investment principles, our experts will build investment universes tailored to your needs and ‎adapted to your own selection criteria. ‎

 

ETHIBEL INVESTMENT UNIVERSES


If you are seeking to access a ready-to-use SRI investment universe regularly updated and based upon ‎social responsibility and ethical criteria, we can offer the Ethibel Investment Registers.‎

Our partner, Forum ETHIBEL – an independent association created in 1992 to promote SRI – manages two ‎investment registers comprising listed companies, sovereign bond issuers and fixed-income corporate ‎issuers:

  • The Ethibel Pioneer Register
  • The Ethibel Excellence Register ‎


The Register Committee of Forum ETHIBEL selects issuers eligible to be listed in the Registers, according to ‎an approach combining: ‎

  • A best-in-class selection
  • The exclusion of companies with a strongly involvement in the following sectors:
    • nuclear energy
    • armament
    • gambling ‎
    • tobacco 
  • A special attention given to companies with activities linked to:
    • alcohol
    • animal maltreatment‎
    • dangerous chemical substances
    • GMOs
    • pornography


The Register Committee is composed of independent experts and relies on research provided by Vigeo.


Funds managed according to the Ethibel Registers may obtain an Ethibel label or certification.