Indosuez Wealth Management has announced the launch of the Indosuez Funds – Impact, a new global equity investment fund.
The new fund, classified as an article 8 fund under the Sustainable Finance Disclosure Regulation, invests in stocks that are “carefully assessed” for their potential to contribute to the United Nations’ Sustainable Development Goals.
Selected impact companies are assessed using a methodology that takes into account intentionality (ensuring that the company contributes to a sustainable development issue that has a positive and measurable benefit), materiality (checking that intentionality is followed by actions that have an impact on objectives set) and measurability (making sure that social and/or environmental externalities are measurable). Companies’ contributions will be detailed in an impact report every year using qualitative and quantitative metrics.
Delphine Di Pizio-Tiger, global head of asset management at Indosuez, said, “Our clients are increasingly keen to invest in companies running projects with a positive impact on the environment. We ensure this, including through transparent and targeted reporting that allows us to check the positive social or environmental impact of companies on the real economy.”
END