Our global SRI Equity funds invest in the stocks of companies based in developed countries all over the world. The funds take into account environmental, social and corporate governance (ESG) criteria when making investment decisions in order to integrate key sustainability challenges while maximising portfolio returns over the short, medium and long terms.

Consult our range of SRI global equity funds

The stock selection process consists of two major phases: sustainability analysis and quantitative financial analysis.

In order to select the most sustainable and responsible companies, we start by performing our in-house sustainability analysis on the global investment universe. This analysis can visually be presented as follows.

For a more detailed description of each step, please click on the blue building boxes.  

The Global SRI Company Universe is composed of all companies passing positively the Best-in-Class Analysis, the Norms-based Analysis and the Armament Exclusion filter.

Subsequently a portfolio is composed from this SRI universe, based on the recommendations of our quantitative financial analysts. This individual stock selection is achieved by using different internally developed quantitative models. The investment strategy follows a neutral sector allocation compared with the reference index. This rigorous and methodical investment process ensures risk control as well as sustainable and financial opportunities in the short, medium and long term.