Our SRI expertise
A socially responsible asset management company
LBP AM has pioneering and robust expertise in responsible investment, having launched its first ethical funds in the 1990s and introduced environmental and social thematic portfolios in the 2000s. It attained the SRI label for its entire eligible fund range by the end of 2020 and is now on a path towards carbon-neutral portfolios.
Our current SRI policy is based on the proprietary GREaT methodology, , a shareholder commitment to sustainability, a transparent exclusions policy and a holistic and thematic approach for our SRI funds.
Our ESG data providers
LBP AM partners with ESG data providers for the application of exclusions, company analysis requirements and the raw data points needed for the monitoring of compliance KPIs.
Our convictions
1. Climate
We strongly believe that investors have a role to play in building a sustainable future and have set an ambitious target: 80% of our total AuM will be aligned with a decarbonisation target compatible with the objectives of the Paris Agreement by 2023.
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2. Biodiversity
We strongly believe that biodiversity is essential for the well-being of human societies and are committed to preserving it through several levers: the exclusion of certain companies from our investment universe, shareholder engagement and a dedicated thematic fund.
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3. Territories
Our historical affiliation with La Banque Postale has imbued us with a natural sensitivity rooted in our territories. We strive to support local businesses and help them shine while pursuing investment convictions that reflect our group’s identity.
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LBP AM supports investors seeking to advance their responsible investment journey through a wide range of SRI products based on systematic and transparent policies. Our ambition: to enable everyone to play a part in making finance more sustainable.
Our approach
SRI fund range
We have chosen the French government's SRI label to guarantee a high standard of quality for a large proportion of our eligible open-ended funds. We also want impact to become a hallmark of our European private asset expertise.
►See our funds
Shareholder commitment to sustainability
Voting and engaging with companies enhances our SRI analysis and encourages them to integrate more fully the issues covered by our GREaT methodology: responsible governance, sustainable resource management, the energy transition and regional development.
►Read our voting policy
►Read our engagement policy
► Read our engagement report
►More information about voting
Strict exclusion policies
We have adopted stringent exclusion policies that exclude companies exposed to major controversies concerning the main international sustainability standards, as well as companies operating in sensitive sectors (controversial weapons, tobacco, gambling).
►Read our exclusion policy
Comprehensive thematic policies
Protecting biodiversity
We are developing thematic policies to steer our exposure to the companies that are most committed to protecting biodiversity, along paths that are compatible with science.
Read the biodiversity policy
Achieving carbon neutrality
We are developing thematic policies to steer our exposure to the companies that are most committed to achieving carbon neutrality, along paths that are compatible with science.
Read the climate policy
Transitioning away from fossil fuels
We are developing thematic policies to steer our exposure to the companies that are most committed to phasing out fossil fuels (oil and gas, coal) along paths that are compatible with science.
Read the oil and gas policies
Respecting human rights
Based on international principles and standards, our Human Rights Policy reflects the commitment of LBP AM and its subsidiary to respect internationally recognised human rights in their investment activities.
This commitment is based on implementing due diligence in line with the UN Guiding Principles, with the aim of preventing and mitigating the risks of negative impacts on human rights in connection with investment activities.