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They specify the legal and regulatory framework for consulting the PHILEAS Asset Management website.

Access to the PHILEAS Asset Management website is reserved exclusively for professional investors as defined by Directive 2004/39 / EC (MiFID) and is not intended for retail clients. A professional investor is an investor who has the experience, knowledge and skills to make his or her own investment decisions and properly assess the risks involved. Non-professional investors seeking information on the mutual funds managed by PHILEAS Asset Management are invited to consult their financial advisor.

This site is an information site whose purpose is to present PHILEAS Asset Management UCITs management activity and the main characteristics of its UCITs. Its content does not constitute and is not part of a commercial offer, it cannot be understood as a solicitation to subscribe or invest. The presentation of the Funds managed by PHILEAS Asset Management has been prepared for informational purposes only, in accordance with the rules and recommendations of the AMF. It has no contractual value.

The information and opinions contained in this site do not claim to be complete; so the reader can not acquire any certainty in reading them. If PHILEAS Asset Management believes the source of the information to be reliable, the Management Company does not give any guarantee or commitment that the data is free from implicit or explicit errors and accepts no responsibility for the accuracy, the immediate validity or ulterior one, the completeness of the information or data (if prepared by PHILEAS Asset Management or by a third party) and this, whatever the use.

PHILEAS Asset Management disclaims all liability with respect to any use that may be made of such information and the consequences that may result therefrom.

The products presented on this site may be restricted in respect of certain persons or countries and may be subscribed only in the jurisdictions for which their marketing and promotion are authorized.
In particular, this website is not intended for citizens or residents of the United States of America or “U.S. Persons “as that term is defined in Regulation S of the US Securities Act, 1933. No Funds presented here have been registered with the US Securities and Exchange Commission and they may not be offered or sold directly or indirectly in the United States of America to residents and citizens of the United States of America and US Persons “.

The products presented on this site involve significant risks. The investment may not be suitable for all investors. It is intended for professional investors who have fully understood the risks associated with such an investment and who can accept a substantial or total loss of their investment.

Prospective investors must, before subscribing, consult the prospectus and the Key Investor Information Document (KIID) of the funds, regulatory documents referred to by the AMF (Autorité des Marchés Financiers).

Past performance is no guarantee of future results and no guarantee can be given that the products described on this site give the expected favorable results or that the investment objectives of the Fund will be achieved or that the investor will receive a refund of all or part of the proceeds of his investment.

PHILEAS Asset Management cannot be held responsible for any investment or divestment decision made on the basis of the information contained on this site.

It is reminded that the tax treatment related to the investment in units or shares of UCITs depends on the situation of each investor and that it is the responsibility of a prospective Investor to analyze them and this, previously to any investment decision.
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are a professional investor within the meaning of Directive 2004/39 / EC (MiFID), you confirm that you access this website in accordance with the laws and regulations of the jurisdiction or country in which you reside and you agree to comply with its terms of use.

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ESG in our investment process

The ESG integration within our investment process is based on the following 3 pillars:

Exclusion list

Ethical approach by products and behaviours:

Exclusion of ESG stocks with high ESG risk

Managing controversies:

Dynamically updated exclusion list

Sectors excluded:

Controversial weapons, nuclear weapons, thermal coal, tobacco, violation of basic ethical standards

 

Internal analysis

Proprietary ESG analysis tool

Evaluation of the positioning of each company with regard to non-financial factors defined by the management team as likely to have a lasting impact on shareholder value

Factors considered

  • Environment: Decarbonisation, pollution and waste
  • Social: Human capital, social capital, product impact
  • Governance: alignment of interests, board independence, business ethics, risk management

External rating

Sustainalytics & Trucost ESG ratings

ESG and carbon footprint reporting

Complementing analysis

External providers ratings allow us to complement our internal analysis

Our ESG Approach

PRI

As a PRI signatory, we are committed to the following principles:

 

  • We will incorporate ESG issues into investment analysis and decision-making processes.
  • We will be active owners and incorporate ESG issues into our ownership policies and practices.
  • We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  • We will promote acceptance and implementation of the Principles within the investment industry.
  • We will work together to enhance our effectiveness in implementing the Principles.
  • We will each report on our activities and progress towards implementing the Principles.

Engagement and voting policy

At the end of 2020, PHILEAS introduced a systematic voting policy for all its funds.

The review of resolutions and the direction of voting are the responsibility of the managers in accordance with generally accepted governance principles, in the light of our analysis of specific governance issues within the company, but without systematic recourse to voting instructions from proxy advisors.

Philanthropy

PHILEAS is committed to donating 3% of its net income to one or more associations.