La Financière Responsable wins French government recognition for its SRI process


Paris-based asset management boutique La Financière Responsable (LFR) has won a prestigious French state-backed award – the CSR Challenge Trophy, or Trophée Défis RSE -- for its socially responsible investment (SRI) approach.

The firm’s proprietary Integral Value Approach (IVA®), developed over the last seven years, screens European stocks for Environmental, Social and Governance (ESG) factors, incorporating both financial and extra-financial factors.

Companies are selected for LFR portfolios according to comprehensive macro-economic analysis combined with an assessment of corporate management and long term financial strategy, as well as the interests and viewpoints of all stakeholders.

The process relies on LFR’s Ecosocial Footprint® database of 160 European stocks which has been compiled since 2006. It includes more than 120 encrypted and standardised indicators which enable portfolio managers to make a meaningful comparison between companies.

The database information is sourced from the companies themselves rather than third parties. This directly-obtained historic information is particularly useful as investors seek reliable information to inform their ESG reporting obligations under France’s Article 173 of the Energy Transition to Green Growth Act.

LFR received the Award at l’Hôtel de Lassay, the official residence of François de Rugy, President of France’s National Assembly. The honour recognises civil society organisations which have made significant, practical efforts to enhance the transition to clean energy, to ‘green’ economic growth and to socially responsible investment. LFR President Olivier Johanet said the firm was proud to accept the award, decided by a jury of highly-regarded experts from an exceptionally strong field of candidates.

The CSR Challenge trophy award comes shortly after the French government confirmed that all LFR funds may use the state-approved SRI Label, and the renewal for another year of a state Research Tax Credit. LFR has received the Tax Credit every year since 2010, and is the only French SRI manager to do so.

Notes to Editors

La Financière Responsable (LFR)

  1. La Financière Responsable is a French asset manager co-founded in 2007 by Olivier Johanet (Chairman) and Stéphane Prévost (Chief Executive Officer). Its philosophy relies on long-term and stock-picking management to select European listed companies through a combination of strategic, non-financial and financial analysis (going back to 2006), in accordance with the Integral Value Approach IVA©.

  2. LFR manages four funds: LFR Euro Développement Durable (European equity), LFR Actions Solidaires (solidarity-based European equity), Monceau Ethique (European equity) and Diamant Bleu Responsable (euro diversified, sub- managed by Diamant Bleu Gestion). All the funds have received the French SRI certification label. The government backed SRI label for financial products means that LFR’s funds are compliant with a set of criteria aimed at making economic performance compatible with positive social and environmental impacts through the financing of companies and public entities that contribute to sustainable development.

  3. Website: www.la-financiere-responsable.fr

For more information please contact Fortuna Asset Management Communications Ltd:

John Morgan Sam Shelton, Junior PR Executive.

Mobile : 07769 262272 +44 (0) 7540336998

EM: john@fortunaamc.co.uk sam@fortunaamc.co.uk

Read Fortuna’s regular ESG here: www.fortunaamc.co.uk/ESG


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