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Page onglets - Expertises Recherche financière et ESG

Our approach

COMBINING FINANCIAL ANALYSIS AND ESG

As asset managers, our investment decisions are made with a view to optimising the risk-return ratio. To better understand the risks involved in each investment, we analyse them from both a financial and ESG standpoint.

Our dual approach entails assessing the issuer’s positioning within its sector and analysing its strengths and weaknesses in light of the sector’s main challenges. We then carry out a 3–5 year cash-flow projection to shed light on the issuer’s capacity to meet its debt maturities.

TAKING ACCOUNT OF ESG CRITERIA

The ESG aspect of our approach takes into account Environmental, Social and Governance criteria, and the weight given to each reflects the specific challenges of the sectors to which the companies belong.

Nonetheless, governance systematically has a heavier weighting than the other criteria. As a responsible investor, our conviction is that governance is a mainstay that feeds through to all other areas of a company. We therefore assess governance quality through the various bodies and policies in place (compensation, CSR, ethics, etc.).

 

Our research combines both financial and ESG analysis for which we have developed our own in-house models. This enables us to evaluate issuers that are not rated by the agencies.

Our two-step process involves: 

  • Issuer analysis
  • Interaction with company executives

 

Process ESG EN

Our commitments - PRI SIGNATORY

By signing the PRI, Schelcher Prince Gestion has committed to complying with the UN’s six principles:

  1. Incorporate ESG issues into investment analysis and decision-making processes.
  2. Be active owners and incorporate ESG issues into our ownership policies and practices.
  3. Seek appropriate disclosure on ESG issues by the entities in which we invest.
  4. Promote acceptance and implementation of the Principles within the investment industry.
  5. Work together to enhance our effectiveness in implementing the Principles.
  6. Report individually on our activities and progress towards implementing the Principles.