Responsible Investment
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Our conviction
Responsibility
As an asset manager, Amplegest has chosen to invest responsibly by integrating non-financial risks in its ESG criteria.
Performance
The analysis of environmental, social and governance criteria allows us to measure potential risk while identifying future investment opportunities.
Commitment
Since its creation in 2007, Amplegest has placed its values (consistency, courage and satisfaction of both clients and employees) at the forefront of business development. These values first inspired our philanthropic approach, and more recently our approach to responsible investment. Since 2017, Amplegest has developed its own methodology for the analysis and inclusion of non-financial criteria. This proprietary method is based on transparency and dialogue.
Our philanthropic commitment
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2017
Definition of our methodology
First carbon footprint for the Company
2018
Formalisation of our voting policy
2019
Implementation of our exclusion policy Signing of PRI (Principles for Responsible Investment)
Our offer
Our SRI and ESG solutions
Amplegest offers equity solutions through active management that integrates non-financial criteria in its GEST method, as well as SRI-labelled funds.


Amplegest Pricing Power
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SRI
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Inclusion
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Exclusion
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Voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the selection and weighting of securities
Discover the fund


Amplegest PME
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Relance
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Inclusion
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Exclusion
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Inclusion voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the weighting of securities (affect +/- 20% of target weighting)
Discover the fund


Amplegest Digital Leaders
- SR
- Integration
- Exclusion
- 100% stock picking
ESG criteria taken into account in stock picking and weighting.
Discover the fund


Amplegest MidCaps
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exclusion
-
inclusion
- voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the weighting of securities (impact +/- 20% of targeted weighting)
Discover the fund


Amplegest Long Short
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exclusion
-
inclusion
- voting in general meetings of 100% of our companies
ESG criteria taken into account for valuation (with adjustment for cost of capital).
Discover the fund


Amplegest Pricing Power US
-
exclusion
-
inclusion
- voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the selection and weighting of securities.
Discover the fund
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. Tax treatment depends on the individual circumstances of each client and is subject to change in the future.
Risks inherent in investments in European and international equity UCIs: management risk, risk of capital loss, equity risk, interest rate risk, credit risk, currency risk, liquidity risk, risk associated with small and mid-caps, counterparty risk. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)


Amplegest Pricing Power
-
SRI
-
Inclusion
-
Exclusion
-
Voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the selection and weighting of securities
Discover the fund


Amplegest PME
-
Relance
-
Inclusion
-
Exclusion
-
Inclusion voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the weighting of securities (affect +/- 20% of target weighting)
Discover the fund


Amplegest Digital Leaders
- SR
- Integration
- Exclusion
- 100% stock picking
ESG criteria taken into account in stock picking and weighting.
Discover the fund


Amplegest MidCaps
-
exclusion
-
inclusion
- voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the weighting of securities (impact +/- 20% of targeted weighting)
Discover the fund


Amplegest Long Short
-
exclusion
-
inclusion
- voting in general meetings of 100% of our companies
ESG criteria taken into account for valuation (with adjustment for cost of capital).
Discover the fund


Amplegest Pricing Power US
-
exclusion
-
inclusion
- voting in general meetings of 100% of our companies
ESG criteria taken into consideration in the selection and weighting of securities.
Discover the fund
A transversal ESG team
Our ESG team is the foundation of our approach to responsible investment. It manages all analysis and ESG ratings of companies in our investment universe.
Coppermann
Cuau
Durand
Neuvy
Sardi
Coppermann
Cuau
Durand
Neuvy
Sardi
Our methodology
Our methodology for ESG analysis
To fully control the extent of non-financial risks relating to environmental, social and governance matters, Amplegest decided in 2018 to create its own ESG rating model. The aim of the model is to provide a rating for the entire investment universe. This rating is used by all funds which have opted to include non-financial criteria. In 2021, we created the GEST World model, which expands the GEST model structure to include international securities.
Our ESG rating of companies
Because it is difficult to judge the quality of a company’s commitment just by reading its annual report, our analysis is based on three components: quantitative, developmental and discretionary. Our partners and our discussions with corporate management teams contribute to our proprietary software GEST and GEST World. In compliance with the Amplegest values, we place special emphasis on the social aspect of companies in which we are invested.
Our GEST model: a model based on three pillars
Details of GEST model
Social 40% | Environnement 30% | Gouvernance 30% | |
---|---|---|---|
Quantitative rating | 50 % | 50 % | 50 % |
Progress rating | 25 % | 25 % | 25 % |
Discretionary rating | 25 % | 25 % | 25 % |
Quantitative rating | 50 % |
Progress rating | 25 % |
Discretionary rating | 25 % |
Quantitative rating | 50 % |
Progress rating | 25 % |
Discretionary rating | 25 % |
Quantitative rating | 50 % |
Progress rating | 25 % |
Discretionary rating | 25 % |
A norm-and sector-based exclusion policy
We exclude some sectors and activities (e.g. tobacco, controversial arms and thermal coal) from all investment solutions, because of the risk they can present for populations and the environment. We have also decided to apply norm-based exclusions by excluding companies which violate the UN Global Compact or which are headquartered in countries prohibited by the United Nation. Moreover, we exclude companies involved in serious controversies (e.g. Inditex and its participation in suppressing the Uyghurs). This exclusion policy aims to: - comply with French and international regulations - adhere to the ambitions and engagements specific to Amplegest in the framework of its ESG integration policy.
For further information on our values
The basis of our approach
Transparency
Our proprietary model was developed in-house and is based on analysis from our own research department and from our partners. The model allows us to fully understand the extent of non-financial risks.
Our ESG team screens our partners rigorously



Dialogue and shareholder commitment
In addition to quantitative analysis, our ESG analysis places great importance on dialogue with corporate management. We regularly organise private meetings with every company we invest in.
Moreover, our shareholder commitment is reflected in the personalised commitment letters we send to companies we may invest in, and by the signing of new initiatives such as the PRI (2019) and the CDP (2020).



For further information, see our voting policy and commitment, and our report on how we exercise them.
Documents
Approach and methodology
- afg-fir pri transparency code
- 2020 pri transparency report
- 2020 assessment report
Voting and commitment report
- 2021 voting and commitment report shareholder engagement policy
Exclusions
- Exclusion policy
Climate
- report on article 29 of the energy and climate law
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Shareholder commitment to climate policy
Half-year letter