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What is an “SRI” fund?

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What is an “SRI” fund?

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“SRI” funds take into account (in addition to performance criteria) “extra-financial” criteria when investing in a company or a State. The most common approach consists of choosing the best rated companies according to the three “ESG” pillars for:

  • Environment (CO2 emissions from businesses, waste recycling, water consumption, etc.)

  • Social (respect for employee rights, staff training, accident prevention, etc.)

  • Governance (independence of the board of directors, management structure, corruption, etc.)

These funds can concern several asset classes : shares, money market, bonds, etc. with varying levels of risk.

🌱 The biggest advantage of SRI funds is that sustainable companies can benefit from financial market support. These companies thus obtain the capital necessary to develop, for example, innovative technologies in terms of energy efficiency.

The “ISR” label certifies that the funds respect strict specifications imposed by the labeling organizations and are regularly audited to ensure that the fund's policy complies with the requirements.