Do SRI-labeled funds offer the same performance as traditional funds?

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“SRI” funds also seek to generate performance over time. A Quantalys study carried out in 2020 shows that “ISR” equity funds recorded 2.5% outperformance with a lower level of risk.

This “outperformance” can be explained by several factors:

• A mechanism of supply and demand , "SRI" funds being increasingly popular with investors, this strong demand leads to an increase in their assets and therefore in the value of the fund. According to a Quantalys study, SRI funds, with +€119 billion in the first half of 2021, raise more than non-SRI funds (+€90 billion).

• Taking into account “extra-financial” criteria allows, when investing in a company or State, to anticipate possible risks likely to affect its financial stability (reputational, environmental risk, poor management, etc.). ). This more in-depth analysis allows you to choose more stable companies in the long term that should see their valuations increase and increase the value of the fund.

• Favorable public policies aimed at accelerating the ecological transition in certain sectors by investing massively, particularly in Europe and the United States.

It is therefore entirely possible to combine responsible finance and financial performance!