Investing responsibly

Committed to responsible investment more than 20 years ago, we have made it the cornerstone of our investment choices and asset management. It is also an essential lever for sustainable development and medium-term financial performance.

A responsible investment approach consists of integrating environmental, social and governance (ESG) criteria known as “extra-financial” into investment decisions and portfolio management. It complements traditional financial analysis.

An investment approach in line with AG2R LA MONDIALE’s sustainable development objectives

AG2R LA MONDIALE’s commitment to responsible investment goes back more than twenty years ago with the development of the first SRI fund in 2000 by asset management arm AG2R LA MONDIALE Gestion d’actifs.

Since then, AG2R LA MONDIALE has never stopped extending its responsible investment policy to all of its assets and formalized it in 2016 by adopting a responsible investment charter for all of its entities and manages its entire portfolio of financial and real estate assets in compliance with the Global Compact, the six Principles for Responsible Investment (PRI) to which we signed up in 2018 and the 17 United Nations Sustainable Development Goals (SDGs).

Our policy is also based on a strong shareholder commitment that is reflected in regular dialogue with issuers and systematic voting at the general meetings of the companies in which we are shareholders.

Comprendre l'investissement responsable

Understand sustainable investment

Learn more about AG2R LA MONDIALE’s responsible investment objectives and principles

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The regulation SFDR on the publication of sustainability information in the financial services sector is effective from 10 March 2021 and provides for harmonisation of the communication of sustainable development data and the sustainability risks within financial products. It also introduces a classification of financial products. Our life insurance and capitalisation products, our euro-denominated products and our growth product, are classified “article 8”. An additional appendix has been drafted for each product marketed and is available in the file: SFDR Addendum