Informations réglementaires

Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (the “SFDR Regulation”) requires financial market participants to describe their approach to integrating Environmental, Social, and Governance (ESG) factors and sustainability risks.

Specifically, the investment funds (excluding Conventum – Canarina funds managed under Article 8) managed on a discretionary basis by Arche Associes are categorized as financial products in accordance with Article 6 of the SFDR Regulation, which do not promote environmental and/or social characteristics, nor have sustainable investment as their objective. In this case, Arche Associes considers that applying ESG criteria to its investment process reduces the investment universe and thus excludes certain companies/issuers, forcing it to ignore investment opportunities that offer attractive risk-adjusted returns. Therefore, the investment process of Arche Associes for these investment funds is not currently guided by Environmental, Social, and Governance (ESG) considerations.

Only segment 2 of the Conventum – Canarina investment fund, managed by Arche Associes, follows an investment policy in line with Article 8 of the SFDR Regulation. You can find the investment policy and ESG methodology here and the sustainability-related information under Article 10 here.

Notwithstanding this categorization, Arche Associes acts as a responsible long-term investor for its clients and remains attentive to environmental, social, and governance aspects.