How can investment policy be aligned with values?

Through their commitments and charters, financial institutions define the values they would like to represent and then apply to their investment policies. For the French Ircantec, a public pension fund, the RI priorities are more social. For Swiss pension fund Nest, they are more ethical and environmental. Investment managers often struggle to find the least common denominator among such widely varying clients.




  • Caroline SCHUM

    Caroline SCHUM,
    Responsible for the Swiss French Region, NEST (Switzerland)

  • David DIAMOND

    David DIAMOND,
    Global Co-Head of ESG, ALLIANZ GI (France)

  • Alain GAILLARD

    Alain GAILLARD,
    Chairman, IRCANTEC (France)