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 risk rating relative assessment, as measured by Sustainalytics. These assessments are aggregated by Rouvier Associés.

Rouvier Patrimoine

At 30 September 2019:

  • 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 92% of the invested portfolio (excluding cash and sovereign bonds).

Rouvier Evolution

At 30 September 2019: 

  • Share of corporate issuers ranked in the top 20% of issuers: 74%
  • 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 30 September 2019:

  • Share of corporate issuers ranked in the top 20% of issuers: 70%
  • 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 30 September 2019: 

  • Share of corporate issuers ranked in the top 20% of issuers: 58%
  • Share of corporate issuers ranked in the bottom 20% of issuers: 5%
  • Sustainalytics ratings cover 99% of the portfolio’s equity investments.

 

For more informations : www.sustainalytics.com