Philosophy
We formalized our policy for integrating extra-financial criteria into our management processes starting in the first half of 2019, beginning with our long-only equity range.
This approach was extended to long/short management as early as 2020. Our methodology is based on the following principles :
ESG Integration
A risk-based ESG integration approach that respects our commitment to invest across all economic sectors, while favoring companies that best address the ESG risks they face.
Exclusion policy
A pragmatic exclusion policy that values progress and supports transition.
Continuous engagement
No activism, but ongoing dialogue with company management teams.
A dedicated team
The dedicated ESG team consists of a manager and an analyst.
The sector expertise of our portfolio managers is enhanced by the study and monitoring of relevant extra-financial criteria, sector by sector, by our ESG analysts.
Richard Pandevant CESGA®
Head of ESG
Co-PM of Long-Only funds
Emilien Guilbaud
ESG Analyst
Databases
- Selection of the Sustainalytics database for its risk-based sector approach, consistent with our investment philosophy.
- Development of a proprietary database that includes an internal rating system and qualitative commentary.
Documents
Our market commitments
Since 2020, Exane Asset Management is a PRI signatory and is committed to respecting the six principles for Responsible Investment of the United Nations.
This initiative aims to encourage companies to take environmental, social and governance issues into account in their investment analysis and decision-making processes.
Since 2020, Exane Asset Management is a member of the CDP (formerly Carbon Disclosure Project). This non-profit aims to improve the transparency of carbon data at the global level.
In 2021, Exane AM participated in the CDP Sciences-Based Targets initiative : signatory of a letter sent to 1,800 of the highest GHG-emitting global companies requesting them to undertake firm & measurable commitments towards the +1.5°C target.
Since late 2023, Exane Asset Management has joined the 30% Club, a global initiative that aims to increase the female representation at Board and Executive levels of companies across the world. The campaign started out in the UK back in 2010, with the goal of reaching 30% female representation on the boards of the FTSE100 companies, at the time when there were just 12%. Today, UK is at almost 40% female representation and the 30% Club campaign has gone global (with presence in 20 countries across the world)
Since late 2025, Exane Asset Management has become a member of the Asset Management Companies’ College within the FIR. This association, the largest in France focused on responsible investment, pursues several objectives, including strengthening dialogue between investors and companies on CSR topics while promoting academic research in this field. The FIR also seeks to raise public awareness through publications and various initiatives.