Our SRI expertise
A committed asset management company
LBP AM has a pioneering and robust expertise in responsible investment, starting with the first ethical funds in the 90s, followed by portfolios with environmental or social themes in the 2000s, the SRI labeling of 100% of its eligible range by the end of 2020, and now continuing with a trajectory towards carbon-neutral portfolios.
Today, our SRI policy is based on: the GREaT methodology, a shareholder commitment to sustainability, transparent exclusions and holistic thematic policies for a committed range of funds.
Our ESG data providers
LBP AM collaborates with ESG data providers for the implementation of exclusions, company evaluation needs, and needs for raw data points for the monitoring of fund sustainability KPIs.
Our convictions
1. Climate
Convinced that investors have a role to play in building a sustainable future, we have set an ambitious target: 80% of our total assets will be aligned by 2030 with a decarbonization target compatible with the objectives of the Paris Agreement.
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2. Biodiversity
Convinced that biodiversity is an essential pillar of our society, we are committed to preserving it through several levers: the exclusion of certain activities from the investment perimeter, shareholder engagement and a dedicated thematic fund.
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3. Territories
Convinced of the strength of French entrepreneurship, we put our expertise at the service of companies throughout France, to help them meet the challenges of sustainable growth and transition.
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LBP AM supports investors in their responsible investment approach with a wide range of SRI products based on systematic and transparent policies.
Our ambition: to enable everyone to play a part in more sustainable finance.
Our actions
Certified open-ended funds
The official French ISR [SRI] certification lays out the requirements for all our eligible open-ended funds in selectiveness, obligations of transparency and reporting of results, in particular in the second version of the certification.
►See our funds
Dialogue and engagement
Shareholder dialogue and engagement with companies extend our extra-financial research with the goal of urging them to enhance how they address challenges coming under the four pillars of our GREaT methodology.
►Consult our voting policy
►Consult our engagement policy
►More information about voting
Exclusion policies
LBP AM lays out demanding and regularly updated policies to exclude companies exposed to major controversies or sensitive sectors such as controversial weapons, smoking, gambling, thermal coal and non-conventional oil & gas.
►consult our exclusion policy
Comprehensive thematic policies
Protecting biodiversity
We are developing thematic policies to steer our exposure to the companies most committed to protecting biodiversity, along paths that are compatible with science.
Consult the biodiversity report
Achieving carbon neutrality
We are developing thematic policies to steer our exposure to the companies most committed to achieving carbon neutrality along paths that are compatible with science.
Read the article on portfolio decarbonisation
Moving away from fossil fuels (oil and gas, coal)
We are developing thematic policies to steer our exposure to the companies most committed to moving away from fossil fuels (oil and gas, coal) along paths that are compatible with science.
Consult the 2022 oil and gas policy
