The policy on sustainability risks and ESG

22 years of socially responsible investment

Historically, socially responsible investment and the assessment of E, S and G criteria have been embedded at Covéa Finance over the long term. As early as 2001, Boissy Gestion—one of the three asset management companies of the Covéa group that later merged with MAAF Gestion and MMA Finance to form Covéa Finance—launched the “Boissy Horizon Durable” fund, which was subsequently renamed “Covéa Flexible ISR”.

For 24 years, our ambition has been shaped by a pragmatic vision of how to incorporate sustainability into asset management. This is reflected in the integration of companies’ extra‑financial analysis within a unique analytical framework that combines financial and non‑financial dimensions. ESG is therefore fully embedded in Covéa Finance’s value chain.

In line with our longstanding commitment to transparency (as early as 2016, we voluntarily published an ESG report consistent with the French Energy Transition Law), we detail how we comply with the requirements of Regulation (EU) 2019/2088 on sustainability‑related disclosures in the financial services sector (“SFDR”), which came into force on 10 March 2021.

Sustainability Risks and ESG policy (pdf - 432.04 KB) Sustainability Risks and ESG policy appendix (pdf - 297.12 KB)

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