SUSTAINABILITY

Investing responsibly
A COMMITTED ASSET MANAGER

PRESENTATION

Our identity

ODDO BHF Asset Management’s commitment to integrating environmental, social and governance (ESG) factors is rooted in the long-term focus of the Group, as an independent bank and asset manager, with origins dating back to 1849.

As an independent firm, we align our investment expertise with ESG principles to foster trust and lasting performance in the main asset classes (equities, fixed income, multi-assets and private assets).

  1. LONG-TERM VISION

    We believe that integrating ESG factors into our investment process alongside conventional financial metrics allows to better inform our investment decisions, better manage systemic risks as well as create long term value.

    The stability of our investment management teams allows a great proximity with the companies in which we invest and guarantees solid and regular dialogue to make progress on sustainability-related issues.

  2. SUSTAINABLE DUTY TO CLIENTS

    As a responsible asset manager, we have a duty towards our clients to make progress on sustainability-related issues. We are passionate about providing our clients with a clear picture of sustainable opportunities as well as challenges. Our independence allows our teams to be reactive, flexible, and innovative in order to constantly come up with specific investment solutions that empower our clients to better meet their financial and sustainability objectives.

    Over the last few years, we have developed a robust sustainability approach with regards to the solutions offered to clients and we aim to innovate within our fund range.

  3. BUILDING VALUE THROUGH ESG

    We believe strong governance and a people-centric approach are essential for sustainable growth. By promoting ethical leadership and a robust corporate culture, we strengthen resilience and long-term value creation. ESG considerations are integral to our investment approach, which is materialized through a formal Exclusion Policy, factors embedded in our analysis and decision-making, and an active engagement approach with companies to promote positive change and accountability.

KEY FIGURES

€ 63BN

assets under management

81%

of our open-ended funds’ assets under management include ESG criteria

5*

Sustainability specialists with complementary expertise

More about us

Data as of 31/12/2024
*Current team subject to change

GLOBAL INITIATIVES AND WORKING GROUPS

Committed to industry collaborations

Having been a PRI signatory since 2010, ODDO BHF Asset Management is involved in several global initiatives and working groups with different ESG players in order to promote a sustainable approach to investment.

REGULATORY & ESG DOCUMENTS

Legal documents

Access all the regulatory document related to our funds and investment processes, categorized by entity.

OUR TEAM

A team with a recognized know-how in ESG strategy, research, and investment management.

Our ESG team, composed of experts with diversified and multi-disciplinary backgounds in strategy, research and investment, closely interacts with the management teams acoss the firm to integrate ESG into decision-making at an entity and a portfolio level.

RESPONSIBLE COMMITMENT

Our vision for Sustainable Finance

Exclusions, ESG integration, active dialogue — get to know the pillars of our responsible investment strategy.

SUSTAINABLE PUBLICATIONS

Sustainability-related disclosure

Access our suite of ESG documents outlining our sustainability approach and regulatory compliance framework.