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Sharing the value we create with thos most in need has been at the heart of ELEVA Capital's purpose since inception. Our committed philantropic approach is fertile ground to go further. Through our investments, we have an essential role to play in protecting the planet and participating in the emergence of a more just society.
Eric Bendahan, Founder of ELEVA Capital
Founder of ELEVA Capital
Our beliefs...
Invest in future-proof companies
At our scale, we can amplify our impact on society through our investments. Our goal is to deliver sustainable performance to our clients. We believe that the best way to do this is to invest in future-proof companies. Responsibly managed companies benefit from growth opportunities while managing their risks, both of which are powerful drivers of long-term performance.
Environmental, social and governance (ESG) criteria have financial consequences. We therefore believe that taking them into account in our management and investment process should contribute to the generation of alpha. This is an integral part of our fiduciary duty.
In our SRI funds, company selection and portfolio construction is based on ESG ratings. We select companies that make sustainability a driver of performance and avoid those that face structural challenges. We believe this is a potential source of long-term performance. For SRI funds, minimum ESG ratings are in place, below which we do not invest. The inclusion of ESG criteria leads to a reduction in the investment universe of these funds.
Some activities or practices are excluded from ELEVA Capital's investment scope. These are formalised in our policy of sectoral and normative exclusions. This is particularly the case for companies in the tobacco sector, companies involved in the manufacture and/or distribution of non-conventional weapons or companies exposed to extreme controversies (violation of the UN Global Compact). ELEVA Capital also has a coal policy.
Establishing a constructive dialogue on ESG issues with the companies in which we are shareholders is an integral part of our responsibility as investors. We believe in companies that make progress on ESG issues, because they improve their risk management, become more attractive employers, are more resource-efficient and attractive to their consumers, in turn improving their financial performance. They also become investable for a growing number of investors. ESG analysis allows us to identify areas where companies need to make progress. It is the basis for relevant engagement with companies.
Voting at general meetings is an integral part of our responsible approach. It is a unique opportunity to send signals on what we consider acceptable or not in terms of ESG, particularly in terms of governance. Therefore, ELEVA Capital is committed to systematically voting at all general meetings of companies invested in all its funds.
The PRI is the world's largest responsible investment initiative. It works to understand the stock market implications of environmental, social and governance (ESG) factors and aims to encourage its international network of signatory investors to integrate these factors into their investments and ownership decisions.
Tobacco Free Portfolio is a non-profit organization that works with the world's leading financial organizations to drive global change toward tobacco-free finance.
The CDP is a non-profit organization considered to be the benchmark for environmental reporting with the richest database on corporate and city action.
The CA100+ is an investor-led initiative to ensure the world’s largest corporate greenhouse gas emitters take necessary action on climate change.