Encouraging new practices

Our ongoing investment in ESG research, our team of experienced analysts, and our experience make us the preferred partner to help our clients implement their ESG commitments.

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Wim Van Hyfte
Global Head of ESG Investments and Research
Our job now is to help our clients with voting, commitment, data and reporting, with all the ESG issues that they face, where we have real expertise and where we can help them.

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Creating more opportunities

Our independent ESG research works in synergy with the management teams, adding value and innovation. It ensures access to more opportunities for our clients, as well as a better understanding of long-term risks.

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Innovation 

We continue to develop our expertise and enrich our processes and our savoir-faire in order to offer our clients investment solutions that have a real, inclusive and long-lasting impact, for the benefit of all.

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Sharing

Candriam donates part of its revenues to finance societal projects in the field of education, health, environment and social inclusion. We share our ESG expertise through the Candriam Academy, the world's first free online training platform on sustainable investment.

Figures are worth a thousand words. 

€109bn

AuM

2006

Founding PRI signatory

1996

First SRI strategy

26

ESG experts

A unique approach to responsible investment

Unique because it is built on our proprietary research, which has been developed and enriched over more than 20 years, and on the recognised expertise of our team of ESG analysts, one of the largest such teams in Europe, which informs all of our investments.

Unique because our starting premise is that every company contributes to sustainability in two ways: through its activities, and through the way it is managed. This dual dimension is present in all our sustainability funds through our analysis and the ESG rating we produce for all the companies in which we invest.

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Exclusions

We have chosen to exclude industries such as tobacco, thermal coal, and controversial weapons (anti-personnel mines, cluster munitions, chemical and biological weapons, including white phosphorous) from all our funds.

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Taking our responsibilities seriously

We believe that engagement with issuers and an active voting policy are essential to long-term value creation. Each year we attend 1,200 general meetings and vote on nearly 16,000 resolutions. We also lead or participate in some 50 collaborative initiatives to positively influence companies' sustainability strategies.

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Taking action

We are responsible in two ways: by investing directly in companies that provide solutions to the challenges we face, and by supporting, through the Candriam Institute for Sustainable Development, projects that work towards building a more sustainable society in the fields of health, education and ESG research, social inclusion and well-being, or the environment (circular economy, climate change and just transition).

Promoting dialogue as the key to success

We maintain an ongoing dialogue with the companies in which we invest, combining our ESG research with an engagement policy that places particular emphasis on fair working conditions, the energy transition, and business ethics.

Our shareholder commitment & votes in detail

Applying to ourselves what we ask of others

  • Being a long-term partner for our clients and stakeholders
  • Creating conditions for a rewarding and lasting professional life for our teams
  • Acting responsibly with regard to each and every employee
  • Applying rigorous governance and compliance processes
  • Publier un rapport annuel RSE décrivant nos actions en tant qu'entreprise responsable
  • Adopting an ambitious climate policy, aligned with the objectives of the Paris Agreement

Impact investing

An impact investment is made with the intention of having a positive and measurable social and environmental impact, accompanied by financial performance. This notion of intentionality is fundamental. Impact investments have been designed with the aim of creating a significant positive impact for society or the environment.

Impact investing

FUNDS

Do you want to know more about our funds?

ESG is an integral part of all our investment decisions.

Leaving nothing to chance

Our exclusion policy is applied to all our investments. We are continuously developing our non-financial criteria in order to accurately assess the sources of growth as well as long-term risks, and how these contribute to or jeopardise our sustainability objectives.

1. Exclusion

We exclude companies that are involved in controversial activities (e.g. alcohol, gambling, tobacco, etc.) and we ensure that our selection of companies complies with the major international agreements.

Candriam Exclusion Policy

2. ESG research

The team has developed its own ESG analysis methodology that is applied to three types of issuer: companies, governments, and supranational organisations. Company ESG analysts are specialised by ESG theme, in order to create expertise hubs to improve the development of strategies and provide the investment teams with a better understanding of the specific risks and opportunities associated with each of the three themes: E, S and G.

Our SRI publications

3. ESG rating

The ESG universe consists of the best-positioned companies based on ESG ratings resulting from the analysis of the company's activities and stakeholders and which have also passed the normative analysis and the control of exposure to controversial activities.

4. Valuation

In making recommendations, our analysts carry out an in-depth study of the company's business and financial profile by including ESG criteria when evaluating companies, using a comprehensive framework.

5. Long-term investor

We are an active investor in order to encourage transparency, promote sustainable practices, and support investment decisions. We maintain regular contact with companies via a direct dialogue, and we participate in or drive collaborative initiatives at the same time as exercising our voting rights.

Our shareholder commitment & votes in detail

Find out more

  • All our publications
  • Meet our experts
  • Candriam in the press

Latest analyses

  • ESG, SRI, David Czupryna, Circular Economy, Article

    Beyond Fossil Fuels: Why Green Investments Are Still the Future

    After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
  • Benjamin Chekroun, Research Paper, ESG, SRI

    Human Capital Management in European Small and Mid-sized Companies: Analysing the Data

    Despite constraints on both their human and financial capital, Small- and Mid-Sized companies (SMIDs) share similar business ambitions with their larger counterparts while competing for the same talent. They need talent to fuel their growth, yet that rapid growth can strain employees. Attracting and retaining talent, while simultaneously maintaining workforce productivity, poses a challenge.
  • Climate Action, ESG, SRI, Equities, US elections, Marouane Bouchriha

    2024 US Elections and Climate Policy Impact

    The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls.
  • ESG, SRI, Climate Action

    Scope 3 emissions data: Handle with care

    In the vast subject of the challenges and difficulties of climate analysis from an investor's point of view, scope 3 emissions emerge insistently as one of the main stumbling blocks.
  • Patrick Zeenni, Fixed Income, ESG, SRI, Credit

    A sweet spot for euro investment grade investors

    After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.
  • Maïa Ferrand, ESG, SRI

    Investing in Natural Capital: Challenges and Opportunities

    Defined as the “stock of renewable and non-renewable natural resources (e.g.,plants, animals, air, water, soils, minerals) that combine to yield a flow of benefits to people” by the Natural Capital Coalition, natural capital is at the source of everything that surrounds us.
  • Climate Action, ESG, SRI

    COP28: Realistically optimistic?

    COP28 ended with a final statement that can be considered historic, mentioning for the first time the need to transition away from fossil fuels. However, this landmark deal should be considered as the start of a more ambitious journey, that will remain dependent on governments’ ability to step up their commitments and action.

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