ESG INVESTMENT
All MW GESTION investment funds, with the exception of the MW Optimum fund, are now classified under Article 8 of the SFDR standards (Regulation on Sustainability Reporting in the Financial Services Sector).
This initiative, aimed at reinforcing our commitment to sustainable development, marks a significant step forward in our mission to promote responsible investment and contribute to a greener, more sustainable economy.
We are convinced that financial players have a strong responsibility towards society, and that their investment decisions will lead to better performance over the long term.
MW GESTION's individual discretionary management activities are excluded from the scope of this charter. Indeed, in accordance with regulations, the financial manager is required to take into account the client's individual requirements and preferences in terms of sustainable development.
Exclusion policy
NORMATIVE EXCLUSIONS
- Biological and chemical weapons (CABT 1972 and CIAC 1993)
- Military equipment and armaments
- International sanctions and tax havens
- United Nations Global Compact (UNGC)
SECTOR EXCLUSIONS
- Thermal coal
- Tobacco
ESG risk assessment
While MW GESTION does not rely on a formal, systematic exclusion process based on issuers' ESG ratings or risk, the company has set up a monitoring system based on two criteria:
- The company's ESG risk category
- The number of ESG controversies attached to it.
Exclusion filters and the method used to assess the ESG risks of investments are systematic.