Information about the environmental, social and governance quality criteria

Rouvier Associés has decided to monitor the environmental, social and governance performance of its investment management, using research from independent consultancy Sustainalytics. Rouvier Patrimoine, Rouvier Valeurs, Rouvier Évolution and Rouvier Europe will from now on have an overall ESG rating, together with a relative analysis of the highest and lowest rated issuers in their portfolios. These ratings and analyses are collated and calculated by Rouvier Associés. For more information on Sustainalytics’ methodology please visit www.sustainalytics.com

Rouvier Patrimoine

At 28 September 2018, the overall ESG rating of the section of the portfolio invested in equities and corporate bonds was 72/100. The rating for the section of the portfolio invested in sovereign bonds was 82/100.

  • Share of corporate issuers ranked in the top 20% of issuers: 72%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 1%
  • Sustainalytics ratings cover 92% of the invested portfolio (excluding cash and sovereign bonds).

Rouvier Evolution

At 28 September 2018, the overall ESG rating of the section of the portfolio invested in equities was 70/100. 

  • Share of corporate issuers ranked in the top 20% of issuers: 65%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 0%
  • Sustainalytics ratings cover 100% of the portfolio’s equity investments.

Rouvier Valeurs

At 28 September 2018, the overall ESG rating of the section of the portfolio invested in equities was 70/100. 

  • Share of corporate issuers ranked in the top 20% of issuers: 65%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 0%
  • Sustainalytics ratings cover 100% of the portfolio’s equity investments.

 

Rouvier Europe

At 28 September 2018, the overall ESG rating of the section of the portfolio invested in equities was 67/100. 

  • Share of corporate issuers ranked in the top 20% of issuers: 56%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 9%
  • Sustainalytics ratings cover 99% of the portfolio’s equity investments.

 

For more informations : www.sustainalytics.com