ESG criteria? Check them out!
Because collective interest is also in your interest

Successful entrepreneurs, liberal professions, companies, families, and private investors are advised to protect, build and transfer their capital in the best conditions. So that you can realize your ambitions and projects, Bank Degroof Petercam actively looks after your assets. Experts analyze your assets and discuss concrete challenges such as climate change. They then define an investment strategy that is robust and flexible in dealing with all situations. To this end, Bank Degroof Petercam offers investment funds managed by Degroof Petercam Asset Services. Degroof Petercam Asset Services delegates the funds' daily management to Bank Degroof Petercam.

Future-oriented

management approach
Since 2001, Degroof Petercam has resolutely opted for an approach that emphasizes investments in which ecology, social aspects, and good governance (ESG) play a central role in inclusive collective prosperity. Over time, the knowledge has been further refined and optimized, resulting in a rigorous investment process that today proves it's worth more than ever.
The methodology and non-exhaustive criteria of this approach:
  • Exclusion of controversial sectors and activities, such as tobacco, gambling, weapons, adult entertainment, and companies that do not respect the UN Global Compact.
  • Selection based on three criteria: ecology (E), social aspects (S) and good governance (G). The ESG criteria are integrated into the research, analysis and selection of securities for an investment portfolio according to the best-in-class principle, a quantitative ESG screening.
  • Finally, there is also thematic or qualitative ESG screening based on the integration of sustainable themes within the company, for example, companies active in environmental solutions (green energy or water supply) that are growing strongly and expanding their activities around that theme.
Bank Degroof Petercam's experts ensure the selection, follow-up, and evaluation of the selected assets and monitor their sustainability. Initiatives within companies that pave the way to an even better ESG score are encouraged, among other things, by exercising the voting right at general meetings and by entering into dialogue with the management of these companies. Not only you as an investor, but the whole of society will eventually benefit from this proactive approach.
In February 2021, the Select Global Sustainable fund received the "Towards Sustainability" label for its Low, Medium, and High sub-funds. Independent supervision by the Central Labelling Agency (CLA) ensures both the integrity of the label and its quality standards and its continuous development (source: towardssustainability.be).

The label is awarded for one year and reassessed annually. However, the fact that a fund has been awarded the label does not necessarily mean that it will meet your requirements in terms of sustainability or comply with criteria imposed by future national or European regulations. For more information on this subject, see fsma.be.

A leader in

asset management and ESG investment

Thanks to Degroof Petercam private bankers' experience, you can be sure of investment solutions that are among the best on the market.
Degroof Petercam is an independent Belgian asset manager with strong financial strength. The long-term management of your assets is in good hands at any time of your life.

60

B

Total assets

1404

Experts at your service

Degroof Petercam chooses the investment strategies that have proven their worth in the most turbulent periods and over the long term.

The management advocated in these strategies leads to sustainable results.

These strategies aim at replicating the asset allocation of the Degroof Petercam Group only through ESG oriented investment vehicles. The filter is expressed through exclusions of controversial sectors and activities, through positive sustainability analysis, and shareholder engagement and voting.

Investment strategies in practice

Make your choice
Select Global Sustainable Low - B
Select Global Sustainable Medium - B
Select Global Sustainable High - B
Regulated by the Belgian Financial Services and Markets Authority (FSMA) and the National Bank of Belgium | All rights reserved 2021, Degroof Petercam