Montpensier Finance receives the highest score possible A+ in 'strategy and governance', award by PRI in the framework of annual assessment report 2020.
Since 2015 Montpensier Finance has strengthened its responsible commitment, and has integrated an ESG component into all of its equity and convertible bonds investment methods.
To strengthen its approach, Montpensier Finance has developed two proprietary SRI analysis methods, applied to SRI-labelled funds.
These methods are based on:
- an analysis of corporate governance using the proprietary "MGF - Montpensier Governance Flag" method, which focuses on good corporate governance practices, through a methodical reading grid;
- an analysis of the impact of companies on the environment and society through the "MIA - Montpensier Impact Assessment" method, which is based on the 17 UN Sustainable Development Goals (SDGs), grouped according to their membership in the ecological transition or the solidarity transition.
In this context, a first fund, Best Business Models SRI has been SRI labelled;
Montpensier Finance also launched M Climate Solutions, an international equity thematic fund, targeting companies generating real and positive impact in the climate transition, Greenfin labelled.
Montpensier Finance Teams are very pleased to receive this rating, which rewards the responsible approach that has been implemented for several years.
At Montpensier Finance, we believe that environmental, social, and governance considerations are factors in the companies’ performance in which our funds invest.