Making a difference

An extremely transparent range of funds that respond to the challenges of our time by systematically integrating ESG criteria for funds under articles 8 and 9 of the SFDR regulation. Investment strategies that combine conviction and responsibility and a choice of themes (oncology, circular economy, climate change, technology, demography) positioned on the major long-term growth trends. We provide you with a one-stop-shop service that can be adapted to the profile of each of your clients.

Practical example/Case study

Requirement

Request from an Italian distributor for a fund that combines performance and societal impact to enhance its offering to private clients and express its desire to give meaning to its investments.

Our proposal

Integration of our investment strategy in the fight against cancer[1] into the distributor's umbrella fund. This strategy combines value creation – through its investments in companies specialised in innovation, treatment or prevention of cancer – and societal impact through Candriam's donation of part of its revenues to cancer research institutes in Europe via the Candriam Institute for Sustainable Development.

[1]Main risks of the strategy: Risk of capital loss, ESG investment risk, Equity risk, Equity risk.

 

Expertise mobilised

  • The quality of our product engineering to create a white label fund
  • The relevance of our thematic range
  • The ability to support the client in the launch of the offering by training its teams on this new fund
  • The production of dedicated documentation with the partner's branding
  • Long-term marketing support – in particular through content

A wide range of investment themes

The growth of our assets under management, the long history of our strategies and performance and the originality of the themes covered in our range are proof of our credibility as well as our ability to enhance your offering and give you a strong competitive advantage in your markets.

Find it fast

Get information faster with a single click

Get insights straight to your inbox