Paris, June 9, 2017. Novethic, the expert of the investment manager, assesses and quantifies the French market since 2001. This year, the research centre has changed its analysis to focus on the part of the market where the integration of dimensions of Environmental, Social and Governance (ESG) in financial management has the most impact on the composition of the portfolios. The ISR of belief brings together SRI funds and thematic. These 122 funds, with a real dynamic, account for nearly 20% of the outstanding total of SRI funds in France.
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The Indicator of Novethic, a benchmark exclusive
The research centre Novethic publishes The Indicator*, which provides a panorama of SRI funds and thematic trust funds available on the French market at a quarterly rate.
This benchmark without equivalent allows to follow the evolution of the stock, analyze the dynamics of performance and collection, and identify the leaders of the SRI conviction, either in terms of the management companies or of products.
Focus on the SIR of conviction
Novethic focuses its analysis on the 122 funds that he qualifies as a SIR of conviction because their practices of responsible investment are those that have the most impact on the selection of portfolio securities, which differ often in major benchmark indices. These funds show a growth dynamic, since the volume of their outstanding loans grew +20% in 2016 and +11.6% in the 1st quarter of 2017 to reach 24.6 billion euros. Among the other trends of the market, there is a strong attractiveness of the green funds, particularly those dedicated to green bonds. More than fifty thematic funds are invested in activities with an environmental benefit in France. Their stock jumped 13.4% in the first quarter of 2017, settling to 14.8 billion euros.
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