investissement durable

Publication

Dialogue

ODDO BHF AM is convinced that the most virtuous companies on Environmental, Social and Governance (ESG) issues are also the best performers over the longer term. This conviction is being supported by academic evidence in the field of ESG investing.
ODDO BHF AM provides investors with a wealth of documentation on its approach and on ESG issues. This includes research papers, sector analyses, engagement reports, and brochures on ESG.

The basics

Sustainable Investment Basics (February 2020)

Basics of sustainable investing (June 2022)

We are convinced that integrating Environmental, Social and Governance criteria in our investment decisions contributes positively to the creation of a more sustainable and responsible social model. Through this document, we wish above all to offer guidance to investors who are beginning to take an interest in the subject and who wish to acquaint themselves with the basics of sustainable investing.

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Our approach

Exclusion Policy (February 2022 )

Exclusion Policy (March 2022)

As a signatory of the Principles for Responsible Investment (PRI) since 2010, our sustainable investment approach is based on a long-term investment philosophy underlain by our convictions. Against this backdrop, ODDO BHF AM SAS (France) and ODDO BHF AM GmbH (Germany), operating under the single brand of ODDO BHF Asset Management, have established an exclusion policy regarding certain controversial activities and sectors and/or practices that are contrary to major international agreements.

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ESG Integration Policy - Article 173 paragraph VI of the Energy Transition Law for Green Growth (July 2021)

Responsible Investor Report (June 2022) - Article 29 of law n°2019-1147 (Energy-Climate Law - known as “LEC”)

The Principles for Responsible Investment are in keeping with our approach to asset management, which is based on fundamental analysis and a long-term investment horizon in order to factor in risks and opportunities effectively. We thus ensure that those ESG criteria that are significant to investors are reflected in our analysis and evaluation of issuers, just like traditional financial criteria.

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Annual PRI reporting (2020)

Annual PRI reporting (2020)

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.

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ESG approach (2022)

ESG approach (2022)

“Our responsibility now goes far beyond our company’s corporate and legal mission alone. We have taken a corporate social responsibility (CSR) approach in both France and Germany that is based on solidarity with regards to our clients, our employees and society at large. At ODDO BHF Group level, we have built up our offering over the past 15 years around sell-side financial research based on Environmental, Social and Governance (ESG) criteria” [...].

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Climate Strategy Approach (March 2018)

Climate Strategy Approach (March 2018)

Climate reporting is becoming an essential part of an ESG integration investment strategy. Beyond the regulatory imperative (Article 173 in France), the reporting helps to make management teams aware of the financial risks of climate change. It also encourages them to allocate more investment flows toward the sectors and companies that contribute positively to the transition to a low-carbon economy.

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White Papers

HUMAN CAPITAL (November 2020)

HUMAN CAPITAL (November 2020)

For ODDO BHF Asset Management, human capital has been a key source of a company's sustainable growth since the start of our research work, and its analysis is at the heart of our proprietary ESG research method, which accounts for 30% of a company's overall ESG score.

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ECOLOGICAL TRANSITION (November 2020)

ECOLOGICAL TRANSITION (November 2020)

ODDO BHF Asset Management wants to play an active role in rallying the different players involved and also in reallocating financial flows towards the ecological transition. To do so, we have identified opportunities for significant growth and creation of value in four main areas of the transition: clean energy, energy efficiency, sustainable mobility and the preservation of natural resources.

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SOUVEREIGN ISSUERS (December 2019)

SOVEREIGN ISSUERS (December 2019)

The profile of sovereign issuers is assessed on the basis of traditional macro financial indicators, such as change in GDP, private consumption, public and private investment, industrial output, inflation, and unemployment rates. However, in an increasingly complex world whose equilibria are in constant flux and in order to have the most comprehensive view possible of country risk, we believe it is important to supplement this approach with an ESG analysis based on a proprietary model that assesses sovereign issuers.

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CYBERSECURITY White Paper (May 2018)

CYBERSECURITY White Paper (May 2018)

The rise of cyber-risks, which has been made inevitable by the digital transformation of the economy, makes this aspect an essential component in the financial and extra-financial analysis of a company. ODDO BHF Asset Management has already included it into its ESG analysis model and cybersecurity is now one of the recurring issues we discuss when we engage with companies.

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CLIMATE White Paper (December 2017)

CLIMATE White Paper (December 2017)

The availability of data and the communication of information are essential elements for taking climate issues into account in investment strategies. More than ever, companies and investors are in need of a structured framework for disseminating and analyzing information on environmental issues. ODDO BHF AM is part of this search for continuous progress and now incorporates a qualitative analysis, going beyond carbon measurement, of the contribution of its ESG funds to the achievement of climate objectives.

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Regulatory Documents

All sustainability-focused documents with a regulatory disclosure requirement: shareholder engagement policy, shareholder engagement report, transparency of adverse sustainability impacts, SFDR sustainability risk policy, mutual funds SFDR classification

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documents