Our commitments
Faced with the challenges of sustainable development, including global warming, Philippe Hottinguer Gestion integrates ESG criteria into all of its investment and asset management processes. The company strives to offer greater transparency on the related risks, exposures, practices and impacts.
Our extra-financial approach
Philippe Hottinguer Gestion’s responsible approach is an integral part of the “Abacus” process. It is based on 5 principles, divided into 2 categories.
| REDUCING RISKS | ||
| Preventing negative impact on value and on the environment | ||
| 1. Norm-based and sector exclusions | ||
| 2. ESG analysis based on double materiality | ||
| 3. Pragmatic and objective management of controversies |
| SEIZING OPPORTUNITIES | ||
| Favouring and encouraging positive impact | ||
| 4. Positive impact measurement | ||
| 5. Constructive and proactive dialogue | ||
Our strategy is based on the principle of double materiality: it takes into account both the sustainability risks likely to affect the value of the investment and the adverse impacts of companies on sustainability factors.
Impact materiality
The company’s impact on society and the environment.
Double materiality
Financial materiality
The impact of society and the environment on the company.
Tangible commitments
Convinced of the relevance of responsible and conscientious investment, Philippe Hottinguer Gestion is committed as an investor to promoting and contributing to the redirection of financial flows towards more sustainable assets. To give concrete form to this approach, we have made commitments alongside several organisations renowned for their contribution to sustainable finance.
Since November 2021, Philippe Hottinguer Gestion has been a committed signatory of the Principles for Responsible Investment (PRI), affirming its lasting commitment to responsible and demanding finance.
As part of this commitment, the company publishes a Transparency Report each year and receives an Assessment Report, which awards a star rating from 1 to 5 to each module assessed. These reports are directly available in the “Our policies and commitments” section below.
The company recognises the danger and the profoundly harmful effects of tobacco on human health. Tobacco causes eight million premature deaths worldwide every year and could cause one billion deaths over the course of this century. Philippe Hottinguer Gestion is giving concrete form to its commitment to fighting the devastating impact of tobacco and encouraging others to do the same.
To this end, the company is a signatory and Pledge Stamp member of Tobacco Free Portfolios.
Our proprietary method and tools
A central element of our proprietary “Abacus” method, our in-house tools ensure continuous ESG integration, from the initial selection of an asset through to its monitoring. This range of tools covers ESG, SDG and sustainability analysis, and enables us to control the quality and traceability of data as well as the proper application of our approach.
Definition of the universe
Risk assessment
Portfolio construction
Positive & sustainable
Pre- and post-trade monitoring
Five proprietary tools structured within the Abacus method, from initial selection to asset monitoring.
ESG analysis is based on a broad set of criteria assessed according to the principle of double materiality. Framed by international standards and regulatory requirements, it is structured around four main themes.
Environmental responsibility
- General environmental policy
- Emissions footprint
- Energy consumption and mix
- Pollution control and waste management
- Sustainable water management and consumption
- Climate risks
- Biodiversity
Social responsibility
- Labour standards
- Health and safety
- Quality of life at work
- Diversity, gender equality and equity
- Training
- Job creation
- Employee share ownership
Societal responsibility
- Anti-corruption polic
- Tax compliance and business ethics
- ESG risks in the supply chain
- Raw materials management
- Consideration of consumer interests
- Charitable commitment and corporate philanthropy
Corporate governance
- ESG approach and transparency
- Certifications and labels
- Internal ESG/CSR governance
- Composition of executive bodies
- Remuneration committee
- Audit committee
- Profit redistribution
The four themes are rated independently, then aggregated into a final score out of 100.
Promoting sustainability, beyond selection
In addition, Philippe Hottinguer Gestion is committed to promoting the consideration of sustainability issues, both among its clients and investors and in the decision-making processes and activities of the companies in which it invests.
To this end, we have drawn up a shareholder engagement and voting policy, available in the “Our policies and commitments” section, whose main pillars are as follows:
Collaborative engagement
Promoting and sharing knowledge on sustainable finance topics
- Forums, conferences…
- Collaborative platforms
Individual engagement
Protecting and improving the investment process, monitoring ESG performance and encouraging the positive impact of assets
- ESG questionnaire
- Constructive and proactive dialogue
Voting at general meetings
Aligned with the company’s investment objectives and principles
- Systematic exercise of voting rights
ESG analysis relies mainly on qualitative and quantitative data provided by the companies themselves; it therefore depends on the heterogeneity of their quality and availability. To fill any information gaps, the sub-fund communicates with companies to obtain the necessary information through ESG questionnaires.
ESG data received from third parties may be incomplete, inaccurate or unavailable. A size bias may also exist, as large caps have greater resources dedicated to their responsible investment and CSR initiatives.
Our policies and commitments
Our policies
Our publications
In accordance with the PRI Publication Guidelines, we would point out that:
- The PRI does not award an overall organisation score. Scores are awarded module by module and should be considered as a whole, as presented in the attached Summary Scorecard.
- The Transparency Report, which includes our responses to all the indicators and modules on which we reported, is available below. It is also publicly accessible via the PRI Data Portal: https://ctp.unpri.org/dataportalv2/transparency
- The assessment methodology is available here: https://dwtyzx6upklss.cloudfront.net/Uploads/s/w/t/2025assessmentmethodologyforinvestors_280447.pdf
- Assessment Reports are the intellectual property of the PRI. Any reproduction or commercial use is prohibited without prior consent.