Methodological guidelines

Socially Responsible Investment

The Novethic SRI Label

The Novethic SRI Label is awarded to open-end funds (pooled funds) whose management systematically takes into account Environmental, Social and Governance criteria. In order to obtain the Label, the fund manager must detail the fund's SRI management approach, provide reporting on the extra-financial characteristics of the fund and disclose a complete list of portfolio holdings.
More information about the Novethic SRI Label

SRI orientation

The following orientations are defined by Novethic:

• ESG: The fund management prioritises issuers with best environmental, social and governance practices.
• + Environment: The fund management prioritises issuers with best environmental performances or companies which activity has a positive ecological impact.
• + Social: The fund management prioritises issuers with best social practices or companies which activity targets social added value (services à la personne, réinsertion...)
• + Governance: The fund management prioritises issuers with best governance practices.

Asset classes

• Equity funds: shares in the capital of listed companies;
• Bond funds: debt issued by companies, governments or other institutions such as communities or international institutions;
• Money market funds: short-term debt issued by various organisations;
• Diversified funds: combination of equity, bonds and/or money market stocks;
• Diversified (Equity) funds: diversified funds with dominantly equity stocks;
• Diversified (Bond) funds: diversified funds with dominantly bond (long term and/or money market) stocks.