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Responsible investment: how to choose?


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OUR ADVICE – Behind the term socially responsible investment lie multiple management approaches that may turn out to be far removed from what savers expect.

Socially Responsible Investing (SRI) continues to gain ground. No less than half of the funds marketed in France now claim a sustainable approach, according to data collected by the specialized company Quantalys. More than 5,000 funds claim to promote environmental and/or social characteristics (so-called article 8 funds, according to the European SFDR classification), or even pursue a sustainable investment objective (article 9 funds).

Savers are sensitive to it. 60% of French people declare that they give an important place to environmental and social impacts in their investment decisions, according to a survey carried out by Ifop for the Forum for responsible investment (FIR) last September. They will now be able to put their word into action. Since 1er January, all financial investment distributors must ask their clients about their sustainable investment preferences and respond to their…

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