SUSTAINABILITY
ESG publications
OUR VISION FOR SUSTAINABLE FINANCE
PRESENTATION
We provide investors with key documents that define our commitment towards sustainability
Transparency and accountability are at the core of our responsible investment approach. This page provides access to key ESG policies that guide our investment decisions, ensuring alignment with sustainability objectives and regulatory requirements.
THE BASICS
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Responsible Investment Policy Private Assets (July 2025)
As an UN PRI signatory, we believe that ESG considerations are vital. Responsible investing is a business imperative that makes us more effective at finding investment opportunities while generating better outcomes for all stakeholders. We are driven by the conviction that addressing environmental, social and corporate governance (ESG) issues is crucial to investment management and can have a material impact on value creation and long-term success. The Responsible Investment Policy outlines the objectives, approach and engagements for the private assets activities.
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Responsible Investment Policy (December 2024)
Since 2006, ODDO BHF Asset Management’s approach has been driven by the conviction that, as an asset management company, it has a role to play in the transition of our societies towards a more sustainable model. This document aims to explain the sustainable approach, the ESG methodologies developed, the means implemented in favor of sustainable development and the good governance policy adopted by ODDO BHF Asset Management.
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Exclusion Policy (January 2026)
Our sustainable investment approach is based on a long-term investment philosophy underlain by our convictions. In this context, ODDO BHF AM SAS (France), ODDO BHF Lux (Luxembourg), and ODDO BHF AM GmbH (Germany), operating under the single brand of ODDO BHF Asset Management, have established an Exclusion Policy regarding some controversial activities, sectors and/or practices that are contrary to major international agreements.
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Responsible Investor Report (June 2025) – Article 29 of law n°2019-1147 (Energy-Climate Law – known as “LEC”)
The present report was established within the framework of the Article 29 of the Energy Climate Law (Decree No. 2021-663 of May 27, 2021). ODDO BHF Asset Management SAS presents the procedures for taking into account, in its investment strategies, the environmental, social and governance (ESG) criteria and the means implemented to contribute to the transition. The present report meets the disclosure obligations arising from Article 29 for the entity and funds.
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Annual PRI reporting (2023)
PRI Reporting allows signatories to be aware of both their strong points and their areas for improvement. Signatories are also confidentially rated and evaluated against their peers. Signatories can share private reports, and PRIs make certain information public to promote transparency. PRI annual reporting integrates different elements that combine transparency, engagement and performance.
ESG DOCUMENTS
Sustainability & Regulatory Information
Access our suite of ESG documents outlining our sustainability approach and regulatory compliance framework.
RESPONSIBLE COMMITMENT
Our vision for Sustainable Finance
Exclusions, ESG integration, active dialogue — get to know the pillars of our responsible investment strategy.
FUNDS SELECTION
New windowOur current convictions
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