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Our conviction
Our approach rests on two complementary dimensions: Responsibility Risk and the Sustainable Economic Transition. Their analysis enriches our financial reading of companies, improving our understanding of their risks, their opportunities and their ability to create value over time.
We are convinced that environmental, social and governance issues are essential factors for understanding companies and identifying those best placed to benefit from the major transformations of the economy.
We do not favour stocks for the sake of the sustainable transition. We select stocks by taking their contribution to that transition into account.
Our model
DNCA Finance has developed ABA (Above & Beyond Analysis), its proprietary ESG analysis model. Integrated into our research, ABA complements the financial analysis of companies and rests on two complementary dimensions.
We assess a company's ability to manage its environmental, social and governance risks, and to limit their negative impacts on all its stakeholders.
We measure a company's contribution to the major sustainable development goals, and its ability to seize the opportunities of an economy in transition.
Our model combines extra-financial criteria with traditional financial analysis. We provide comprehensive and ethical analysis through rigorous evaluation of corporate risks and opportunities, enriched by discussions with company executives and field visit
We analyze each controversy to alert managers, distinguishing minor events from major alerts.
Our model aligns with the Sustainable Development Goals (SDGs). It identifies companies that support sustainable transition and evaluates their contribution by analyzing revenue linked to sustainable development challenges.
Demographic, medical, economic and lifestyle transition
Our conviction-driven management relies on direct communication with executives, regular discussions on responsibility and sustainable transition, and active shareholder engagement during General Meetings.
Our proprietary model also includes public issuers, with ESG evaluations based on relevant indicators from the ISS Country Ratings database.
Commitments & voting
We integrate environmental and social dimensions into our economic performance, engaging all stakeholders in our business model.
Faced with new regulations (SFDR, European Taxonomy, Article 29 of the French Energy and Climate Law), we have adapted our ESG (Environmental, Social, and Governance) policies and processes, including organizational changes and improvements in data management.
Our sustainable development strategy, integrated into our CSR commitments, is reflected in three key pillars:
We actively participate in initiatives and events promoting responsible investment, support academic research on responsible financial practices, and organize events to raise awareness among our clients about ESG issues.
Find the details of our votes at the general meetings of the companies held. Select one or more funds to aggregate the scope.
Meetings by market
Voting statistics
Votes by proposal category
Nature of the meetings
Alignment with management
100%Against management
0%Aligned
Meetings by sector
Meetings table
Source: ISS and DNCA Finance. This data comes from portfolio management and has not been audited or subject to internal control.
Measuring our impact
Since 2021, we have been tracking our greenhouse gas (GHG) emissions through a Carbon Footprint Report, developed in collaboration with ADEME and the Association for Low-Carbon Transition. This report includes an action plan to reduce our environmental footprint, covering:
Direct company emissions, including those from fixed and mobile installations.
Indirect emissions related to energy, such as electricity and heat imported for DNCA Finance activities.
Indirect emissions generated by activities associated with the organization’s value chain.
Documents
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