Novethic : le media expert du développement durable
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STUDIES
Today, Novethic is the only source of analytical and statistical information on the French SRI market. The SRI research team produces thematic studies, analyzes product trends, and rates the management processes of nearly 200 SRI funds offered on the French market.
70% of institutional investors believe they are responsible for the ESG strategies of the companies in which they invest
Paris - December 5th, 2008. In collaboration with BNP Paribas Investment Partners, today Novethic releases the results of its survey "Institutional investors' perspective on their responsibility for corporate ESG policies". Carried out on a sample audience of major French and UK investors, the survey reveals a strong sentiment of responsibility, but with varying degrees when it comes to tackling core issues. Although the French prioritise social issues and the English emphasise governance, both play down the environment as a major concern.
Release date: December 2008 What Role for Environmental Funds within SRI?
Novethic publishes the second edition of its environmental funds study. It assesses the degree to which close to 200 European funds take SRI criteria into account. While the number of funds is growing and environmental themes are becoming more specific, results show that only 29% of the sample adopts a structured SRI approach in tracking ESG performance and stock selection.
Release date: November 2008 Companies' Outlook on SRI Employee Savings Plans
With the support of AXA, Novethic and Altedia IC present the findings of the first SRI study of French companies' intentions regarding employee savings invested in SRI funds. The study provides an overview of French companies' perception of and prospects for putting in place SRI employee savings plans. The responses of the 31 companies of the SBF120 indicate that while they are globally interested in the idea, which falls in line with their sustainable development policy, they do not fully comprehend the concept.
Release date: June 2008 2007 Annual Study of the French SRI Market
In 2007, the SRI market resisted the financial crisis and grew by 30 percent. Total assets under SRI management held by French residents summed up to 22.1 billion euros at year-end 2007. Assets owned by institutional investors have grown by 36 percent since 2006, and now account for 66 percent of the total. SRI assets owned by retail investors also rose in 2007, albeit less rapidly (up by 19 percent). SRI assets held by employee savings plans increased by 22 percent. Dedicated management for institutional investors showed the most significant growth of all (up by 46 percent), attesting to the more active commitment on the part of this investor group to SRI.
Release date: May 2008 The New frontiers of SRI: Mapping a Viable Approach to SRI Fixed-Income
The SRI fixed-income approach first emerged in Europe several years ago. Today, there are roughly thirty fixed-income SRI funds which remain relatively unknown. This study examines the key issues relating to the growth of these funds by determining who performs extra-financial analysis, and by considering how investors seize public or supranational responsibility stakes. This study is the first step in gaining a better understanding of the fixed-income SRI investment trend in France.
Release date: February 2007 |
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