Advice and ethical strategy

Listening and defining your investment philosophy

  • Ethical strategy definition (exclusion criteria, ESG positive selection, social impact, thematic...).
  • Formalization of the ethical policy (e.g. code of ethics, ethical roadmap, etc.).
  • Ethical level assessment of existing financial wealth via our system (all types of issuers).

Recommendations, monitoring and review

  • Recommendations are presented to decision makers + deployment of selected recommendations.
  • Ongoing monitoring and review of ethical criteria and controversies.
  • Periodic financial and social impact reports.

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