Indosuez Wealth Management has introduced a global equity investment product called Indosuez Funds – Impact, which is intended to address the increasing demands of investors looking to combine financial returns with impact investing.

The fund, which is categorized as SFDR Article 8, is comprised of 50 shares of global corporations spanning all sizes.

Indosuez Funds – Impact is a solution available to equities investors looking for relevant entry points into ESG investing.

Each investment is evaluated in detail for its potential use to the completion of at least one of the United Nations’ Sustainable Development Goals, such as addressing health, food, and social and financial inclusion needs, promoting the environmental transition, or promoting the circular economy and digital access.

The impact companies are evaluated using an internal methodology based on three dimensions:

  • Intentionality: The company’s intention is to contribute to sustainable development with measurable social and environmental benefits;
  • Materiality: the study aims to confirm that intentional actions significantly impact the objectives set, and
  • Measurability: ensure that social and environmental externalities are measurable, particularly through a transparent impact report.

Moreover, the fund’s management staff, based in Paris, works with in-house ESG and impact analysts and is supported by all of Indosuez Wealth Management’s expertise, including regional insight from experts in the various group businesses.

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Delphine Di Pizio-Tiger, global head of asset management at Indosuez stated: “Our clients are increasingly keen to invest in companies running projects with a positive impact on the environment. We ensure this, including through transparent and targeted reporting that allows us to check the positive social or environmental impact of companies on the real economy.”

Furthermore, earlier this month, the acquisition of Degroof Petercam concluded, with Indosuez Wealth Management becoming the primary shareholder alongside its prior investor CLdN Cobelfret.

After receiving the necessary permits from the banks and competition authorities, the deal enables the Degroof Petercam teams to collaborate with Indosuez Wealth Management.

It increases Crédit Agricole’s footprint in Belgium and creates a great deal of synergy between its many business segments.