pf_forbici

Strengthening Good Governance

0
N. FUNDS WITH 5 STARS
0
FUNDS ACTIVE IN THE THEME
0
FUNDS ACTIVE IN THE THEME

How can I take action?

What is at stake

International governance concerns everyone, individuals, businesses, local and territorial authorities, nations and alliances.

For years, theUN has been an engine for the development of a planetary human culture, centred on values and rights, proclaimed in treaties and declarations that not everyone has chosen to sign:
From human rights to children's rights, from tax evasion to issues of corruption, there are numerous issues of a general nature that are dealt with on a daily basis by international bodies, and which are not always welcomed by States and businesses.

Sustainable funds have a responsibility to carry forward this culture of legality and to demand compliance with minimum quality standards from all issuers of their investments, acting proactively through engagement actions.

Sustainability objectives

Sustainable funds set themselves qualitative and quantitative targets in order to guide the behaviour of Society and the countries where they invest so that it does not harm their reputation and result in major money losses.

The use of the UN sanctions list, the banning of fiscally non-transparent countries, the use of international corruption rankings or "not free" states, these are some of the courses of action that funds can use and monitor over time to assess the performance of countries. Indeed, the adoption of ESG standards to assess international investment opportunities is a powerful weapon to convince laggard states to sign the most important international treaties and make concrete action plans in favour of sustainability, otherwise they will find it difficult to raise capital on international markets.

On the positive side, mutual funds can also set themselves Sustainable Development Goals (SDGs) and support their achievement by following the guidelines of the action plan approved by the 193 UN member countries.

Management strategies

Sustainable investors use different management strategies:
The Normative approach: verification of compliance with the main international treaties and regulations is the basis for action to improve the behaviour of individual countries and multinationals (conventions on the environment and climate, labour (ILO), human and children's rights, transparency and governance (PRI, Global Compact, convention on corruption, Freedom House).
Engagement: the best way to change behaviour is to demand through direct dialogue that countries and companies comply with the most relevant international treaties. Even better if it is through action coordinated by foundations and specialised observatories.
Best practice: Some funds carry out ESG performance assessments of the countries in which they intend to invest or are members of organised associations committed to greater transparency in investments (GIIN, ILG, GRI).

We use more than 70 criteria to evaluate the action of funds with regard to good governance :
Assessments are mainly divided into Impact and ESG risk assessment strategies, with the most common strategy being alignment with international treaties and stakeholder engagement to ensure sustainability of funded projects.

Adherence to and active participation in UN programmes such as the Global Compact, PRI and PRB are particularly significant, as is the verification of full compliance with the main international agreements in the fund investment process.

The adverse impacts

Numerous good governance principals are required of funds that claim to promote or invest in sustainability. However, this is a recommendation and not a true assessment requirement.

The areas to be checked are as follows:

  • Lack of anti-corruption and anti-bribery policies.:
    Share of investment in entities without anti-corruption policies consistent with the UN Convention against Corruption.
  • Cases of insufficient actions taken to address violations of anti-corruption and anti-bribery regulations:
    Share of investments in Society investees with identified insufficiencies in actions taken to address violations of anti-corruption and anti-bribery procedures and standards.
  • Number of convictions and amount of fines for violation of anti-corruption and anti-bribery laws:
    Number of convictions and amount of fines for violations of anti-corruption and anti-bribery laws by Society investees.
  • Lack of due diligence.:
    Share of investments in entities without a due diligence process to identify, prevent, mitigate and address adverse human rights impacts.
  • Lack of human rights policy.:
    Share of investment in entities without a human rights policy.
  • Number of identified cases of serious human rights problems and incidents:
    Number of cases of serious human rights problems and incidents related to Society participated based on a weighted average.

In summary, a sustainable fund must make sure that the companies where it invests are engaged in a fair business process with a risk control system, in the form of company policies, that is sufficiently extensive to prevent inappropriate behavior by the company, its suppliers, and its distributors.

landscape-device

For a better reading of the data, please rotate your device.

The 5 most profitable sustainable equity funds with a focus on good governance issues :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity Japan equities 23.263 LU2191967251 LU2191967251 priviledge - alpha japan EUR 5 Open-end mutual funds SDGG3 Good governance 5 5 3 21,82 50,43 54,24
Equity Japan equities 39.043 LU0968254713 LU0968254713 jpmorgan japan sustainable equity USD 5 Open-end mutual funds SDGG3 Good governance 5 5 1 21,04 46,75 68,64
Equity Japan equities 78.817 FR0011597459 FR0011597459 CPR Japan EUR 5 Open-end mutual funds SDGG3 Good governance 5 5 3 20,83 50,23 61,90
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGG3 Good governance 5 5 4 15,10 43,98 64,34
Equity Emerging Markets Equity - Europe 19.846 LU0332316016 LU0332316016 east capital (lux) balkan EUR 5 Open-end mutual funds SDGG3 Good governance 5 5 4 14,84 41,48 79,97
Equity Emerging Markets Equity - Latin America 15.654 LU0201576070 LU0201576070 amundi funds latin america equity USD 5 Open-end mutual funds SDGG3 Good governance 5 5 1 11,97 39,85 55,93
Equity Sector Equities - Technology 73.466 LU2181906269 LU2181906269 sycomore sustainable tech EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 39,38 57,74 33,74
Equity Sector Equities - Technology 80.411 IE00BM95B514 IE00BM95B514 Polar Capital Global Technology EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 35,92 51,58 36,83
Equity Sector Equities - Technology 20.921 LU0366762994 LU0366762994 franklin templeton technology EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 30,66 51,30 33,91
Equity International equities 71.119 AT0000A261L7 AT0000A261L7 raiffeisen capital manag. paxetbonum-aktien EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 1 29,60 42,01 42,46


The 5 most profitable bond funds with a focus on good governance issues:

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Bond Maturity Bonds 51.024 LU0393655021 LU0393655021 fidelity funds target tm 2035 euro EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 14,36 19,77 16,21
Bond Maturity Bonds 51.025 LU0393655294 LU0393655294 fidelity funds target tm 2040 euro EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 0 14,36 21,32 20,16
Bond Maturity Bonds 51.032 LU1025014892 LU1025014892 fidelity funds target tm 2050 euro EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 0 14,35 21,96 21,32
Bond Maturity Bonds 51.031 LU1025014462 LU1025014462 fidelity funds target tm 2045 euro EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 0 14,34 21,95 21,31
Bond International Emerging Market Bonds 71.121 LU1256229680 LU1256229680 vontobel fund emerging markets blend USD 3 Open-end mutual funds SDGG3 Good governance 5 4 1 12,98 19,94 19,73
Bond International Emerging Market Bonds 15.496 LU0195951966 LU0195951966 franklin templeton emerging markets bond USD 3 Open-end mutual funds SDGG3 Good governance 5 4 1 12,01 18,36 7,55
Bond International Convertible Bonds 62.718 LU1495639384 LU1495639384 swisscanto (lu) bond responsible coco EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 11,65 24,51 3,85
Bond Subordinated Bonds 73.440 LU1160527336 LU1160527336 cs if 1 cs (lux) financial bond EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 10,90 23,55 2,32
Bond Subordinated Bonds 27.228 LU0772943501 LU0772943501 nordea 1 european financial debt EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 4 10,15 18,94 2,39
Bond International Bonds - High Yield 24.822 LU0569863755 LU0569863755 ubam global high yield solution EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 9,19 13,84 10,15

The 5 most profitable sustainable ETFs with a focus on good governance issues :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity International equities 73.034 LU2216829809 LU2216829809 lyxor msci world catholic principles esg (dr) ucits etf USD 4 Exchange Traded Fund SDGG3 Good governance 5 4 1 25,99 35,99 43,57
Equity Euro equities 71.872 LU1971906802 LU1971906802 ubs etf euro stoxx 50 esg ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 4 2 20,98 28,86 48,45
Equity International equities 63.097 LU1792117779 LU1792117779 lyxor msci world esg leaders extra (dr) ucits etf USD 4 Exchange Traded Fund SDGG3 Good governance 5 4 1 20,23 31,03 44,66
Equity International equities 37.404 LU0629459743 LU0629459743 ubs etf msci world socially responsible ucits etf USD 4 Exchange Traded Fund SDGG3 Good governance 5 4 1 18,42 29,01 39,41
Equity Equities France 62.245 LU1681046931 LU1681046931 amundi etf cac 40 esg ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 4 2 14,51 18,18 45,34
Equity Japan equities 40.767 LU1273488715 LU1273488715 ubs etf msci japan socially responsible ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 4 3 14,29 36,76 34,98
Equity Euro equities 37.741 LU1215451524 LU1215451524 ubs etf factor msci emu quality ucits etf EUR 4 Exchange Traded Fund SDGG3 Good governance 5 3 1 18,95 15,19 25,54
Equity US equities 37.405 LU0629460089 LU0629460089 ubs etf msci usa socially responsible ucits etf USD 4 Exchange Traded Fund SDGG3 Good governance 5 3 2 17,90 31,48 44,79
Equity European equities 66.416 LU1861137484 LU1861137484 amundi etf msci europe sri pab ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 3 17,23 18,92 29,15
Equity European equities 73.863 LU2206597804 LU2206597804 UBS ETF msci europe socially responsible ucits etf EUR 5 Exchange Traded Fund SDGG3 Good governance 5 3 4 16,80 18,79 31,54

The 5 most profitable sustainable good governance thematic funds :

type_name_en Classification Theme instrument_id isin masterisin Fund Currency ESGAP class_type Cod_impact Area Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity Sector Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGG3 Good governance 5 4 1 33,56 43,49 43,10
Equity Sector Equities - Technology Disruption 74.308 LU1752457405 LU1752457405 jss if sustainable equity tech disruptors EUR 4 Open-end mutual funds SDGG3 Good governance 5 4 1 29,34 48,83 38,92
Equity Sector Equities - Technology Robotics 42.309 BE0176735018 BE0176735018 belfius equities robotics & innovative technology USD 5 Open-end mutual funds SDGG3 Good governance 5 4 1 28,70 35,24 34,39
Equity Sector Equities - Technology Robotics 71.101 LU1923622887 LU1923622887 natixis if (lux) i thematics ai and robotics USD 5 Open-end mutual funds SDGG3 Good governance 5 4 2 26,60 32,20 45,19
Equity Sector Equities - Technology Digitization 75.090 LU1602110832 LU1602110832 robeco digital innovations EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 23,94 31,41 36,04
Equity Sector Equities - Technology Digitization 67.759 LU1602110675 LU1602110675 robeco digital innovation EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 2 23,45 30,38 32,88
Equity International Equity - Growth Equality and inclusion 50.735 LU0129437173 LU0129437173 jpmorgan global socially responsible USD 4 Open-end mutual funds SDGG3 Good governance 5 4 2 23,20 32,20 44,29
Equity International equities Equality and inclusion 70.500 LU1939215312 LU1939215312 nordea 1 global gender diversity EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 3 21,84 31,82 49,18
Equity International equities Millennial 70.372 LU1966631266 LU1966631266 carmignac pf grandchildren EUR 5 Open-end mutual funds SDGG3 Good governance 5 4 1 21,37 30,17 37,60
Equity International equities Security 73.908 LU0971623524 LU0971623524 cs if 2 cs (lux) security equity USD 4 Open-end mutual funds SDGG3 Good governance 5 4 0 19,66 27,09 39,21
Recommendations