Global Equities all caps investment process
Our methods
Climate Solution Method
The objective is to select international companies that are actively committed to reducing climate impact.
Our conviction and objectives
An investment in the future to contribute to the implementation of climate solutions.
In the face of the major threats to the climate, we are convinced that there are 3 majors transition vectors in which to invest:
1
Responsible Energy
2
Preservation of land capital
3
Efficient Transport
We select companies that are actively committed to reducing climate impact.
3 MAJOR TRANSITION DRIVERS
RESPONSIBLE
ENERGY
NATURAL
CAPITAL
PRESERVATION
EFFICIENT
TRANSPORT
8 ECO-ACTIVITIES
ENERGY
BUILDING
INDUSTRY
CIRCULAR ECONOMY
CLIMATE ADAPTATION
AGRICULTURE AND FOREST
TRANSPORT
TECHNOLOGY
Selection based on extra-financial criteria and fundamental analysis.
Notation et classement
Implication Note in the Energy Transition (ITE) :
- Exposure to themes
- Management of these themes
- Montpensier Finance overweight positioning opportunities
Note of controversy :
- Montpensier Finance overweights the Environment rating
Carbon Profile Note :
- Carbon intensity
- Management of this risk by the company
Impact :
The objective is to continuously seek out companies that contribute fully to the climate transition
Implication Note in the Energy Transition (ITE) :
- Exposure to themes
- Management of these themes
- Montpensier Finance overweight positioning opportunities
Note of controversy :
- Montpensier Finance overweights the Environment rating
Carbon Profile Note :
- Carbon intensity
- Management of this risk by the company
Impact :
The objective is to continuously seek out companies that contribute fully to the climate transition
Portfolio construction
+/- 8700
MSCI world listed companies
EXCLUSION
INTERNATIONAL CONVENTIONS
SECTORS
CONTROVERSIES AND ESG
+/- 4500
listed companies
RATING AND
RANKING
ELEGIBILITY
+/- 450
type I et II companies
UNIVERS CIBLE
THEMATIC COHERENCE
+/- 270
type I et II companies
+/- 450
selected companies
+/- 8700
MSCI world listed companies
EXCLUSION
INTERNATIONAL CONVENTIONS
SECTORS
CONTROVERSIES AND ESG
+/- 4500
listed companies
RATING & RANKING
ELIGIBILITY
+/- 450
Type I and II companies
UNIVERS CIBLE
THEMATIC COHERENCE
+/- 270
Type I and II companies
+/- 450
selected companies
Découvrir
Fonds Actions Internationales investi
selon la méthode Climate Solutions :
