Brochures

Corporate Brochure

Based on more than 25 years of experience, we pride ourselves on providing innovative investment solutions seeking high performance across a full range of investment capabilities in traditional and illiquid asset classes: bonds, equities, asset allocation, absolute return, impact private equity, and also real estate and private debt via our partners Tristan and Kartesia.

Investissement durable et responsable

L’investissement durable et responsable 20 ans d'expertise à votre service.

Publications ISR

Stewardship Activities

Candriam Engagement Policy

The Investment Stewardship concept calls on investors to use all means at their disposal to create: long-term value for their clients and beneficiaries & sustainable benefits for the economy, the environment and society.


Candriam Voting Policy

As a Responsible investor, Candriam pays particular attention to the corporate governance policies, structures and practices of the companies in which it invests on behalf of its customers and the funds under management.


2021 Annual Engagement & Voting Report

Engagement and voting are at the centre of our investment strategy, and we remain close to our managers. However, Engagement is never an alibi. Escalation measures are taken when necessary.


2021 Engagement Annual Review

During 2021, 274 issuers were targeted by our direct dialogue efforts, representing a total of 320 dialogues on a range of topics. These issuers account for 35% of Candriam AUM, based on corporate instruments (stock and bond instruments, direct lines).


2021 Voting Annual Review

Candriam believes that exercising our voting rights is a core element of our Conviction and our Responsibility as an asset manager. Voting is thus fully embedded in our sustainable strategy.


2021 Details of direct dialogues


2020 Details of direct dialogues


2019 Details of direct dialogues


Key voting takeaways in 2021

Having passed the mid-year point, we are able to discern some major trends emerging from the 2021 voting season.


Lessons from the 2020 Voting Season

All around the world, there have been significant delays and cancellations of annual general meetings (AGMs) during the early stages of the pandemic, leading to audit process failures in Asian markets and other challenges. However, this did not stop some of the emerging voting trends, such as climate-related resolutions, which featured prominently at a number of important meetings.


2020 and onwards Details of votes

https://vds.issgovernance.com/vds/#/NDA0Nw==/


2019 Engagement report

The year 2019 was rich and eventful, spanning a complex list of topics. This summary focuses on our three Conviction Topics, which together accounted for more than two-thirds of our total direct issuer dialogues. These same three topics, Energy Transition, Fair Working Conditions, and Business Ethics, have marked our efforts over the last five years, and will be the stepping stones to 2020 and beyond.


2018 Engagement report

Integrating ESG factors into the financial analysis of companies, engaging in constructive dialogue with them to encourage best practices and exercising the shareholder vote should be the norm for any committed investor for whom ESG is more than just three letters. At Candriam, these three actions have been a reality in our daily lives as investors for nearly 20 years.

Engagement

Case Study – Active Engagement: Post-Covid Engagement Takeaways

The pandemic changed the rules of the game at both individual and collective scales. It impacted the world economy from many different perspectives. Not only did it create a short-term financial strain, it also pushed several corporates to re-draft their long-term strategies.


Case study - Active Engagement: Kingspan

Kingspan Group is an Ireland-based company that provides insulation and building envelope solutions. It has five operating divisions, with the production of insulation products accounting for over 80% of company’s business. Kingspan also offers a range of rainwater harvesting and flooding control systems, raised access flooring, daylighting, natural ventilation and smoke management solutions. As a leading producer of insulation solutions, the company operates in the sector which plays a significant role in the global energy efficiency push.


Collaborative Initiative -Active Engagement: Facial recognition and human rights: what is the role of responsible investors?

Since June 2021, Candriam has been leading a new collaborative engagement effort to address risks to civil liberties posed by the influx of facial recognition technology. Through this two-year project, the associated investors’ working group aims to improve disclosure and practices around the use of facial recognition technology.


Case Study – Active Engagement: Small and Mid-Cap Companies: Human Capital Management

SMID companies have fewer resources than their large-capitalization peers, yet are often growing faster. We apply our experience in Engagement campaigns to the special situations of these companies, beginning with their need to recruit, train, and retain employees, while competing against larger companies for the same workers.


Case Study – Active Engagement: Access to medicines, or how equality has become a central issue for pharma businesses

The health crisis has caused more than 900,000 deaths in Europe1. But it has also illustrated the health sector’s tremendous drive for innovation in its search for solutions to the pandemic. Candriam’s aim in its investments in the health sector is to identify, amongst those companies capable of discovering and producing the solutions of tomorrow, the most innovative.


Case Study – Active Engagement: Financial Institutions Climate Change Survey

The impacts of Climate Change on the financial sector are already measured in the billions, just for extreme weather events. Add in other elements such as credit risks for banks, and delays in tackling climate change could cost financial companies up to $1.2 trillion over the next 15 years.


Case Study – Active Engagement: Collective Efforts: the Workforce Disclosure Initiative

The Covid Crisis has put a renewed spotlight on the ‘S’ in ESG. Investors need more transparency to analyze not only the employee stakeholder, but the flexibility and preparedness of companies in crises such as Covid.


Case Study – Active Engagement: Teleperformance SE

Teleperformance is a global leader in digitally integrated business services, including call centers or web platforms, with employees in 80 countries. As a service business, it is people-driven, growing to 330,000 employees and €5 billion in revenues over 40 years. Headquartered in France, its largest perations are in EMEA, India, the Philippines, the United States, Mexico, Colombia and Brazil.


Case Study – Active Engagement: BHP

Amongst industries, the metals and mining sector is responsible for a large part of man-made greenhouse gas emissions in Australia and globally; not only directly, but especially through the end uses of its products after extraction and sale. BHP is one of the world’s largest mining conglomerates, and one of Australia’s largest corporations.

Sovereign sustainability

The New Sovereign Sustainability Model

A community already exists within finance which is committed to adding value for investors, while collectively changing the world. Both we and the next generation deserve nothing less. At Candriam, we have been a part of this community for 25 years, seeking to add value by investing responsibly. We established an in-house team of ESG Analysts in 2005, expanding to Sovereign Sustainability analysis in 2009. Once alone in the wilderness, we are now part of a fast-moving body of thought among financial market participants and academics. Committed to remaining at the forefront, this year we launched our third Sovereign Sustainability model.

Candriam Exclusion Policy

Candriam Exclusion Policy

This controversial activity policy is the concrete expression of Candriam’s sustainability leadership. It defines which activities, due to their widely recognised ethical and economic unsustainability, are to be excluded from Candriam’s investment portfolios across asset classes. Candriam recognises the important role that asset managers play in tackling major global issues, such as health and climate change, and strives to be at the forefront of sustainability by advancing its policies and practices.

Candriam Climate Policy

Candriam Climate Policy

Climate change is one of the most urgent and important challenges that society and investors are facing today. It is also a source of opportunity for investors through the reallocation of capital and innovation that our responses to climate change are creating and will undoubtedly stimulate. As an asset manager, Candriam's responsibility is to preserve and develop the assets of its investors. Candriam therefore integrates climate change at every level of analysis and investment decision making as well as in the exercise of its role as an active and responsible investor.

Candriam Integration Policy

Candriam Integration Policy

Financial markets play a pivotal role in the financing of companies’ activities to support economic growth and foster innovation. However, economic development and growth should be sustainable in the long run benefiting everyone across generations. In 2015, both the COP21 Paris Agreement and the UN Sustainable Development Goals (SDGs) clearly articulated the need to shift the emphasis from measuring economic growth to appraising and incentivizing sustainable economic development for all.

Responsible Investment Policy

Responsible Investment Policy

Sustainability is rooted in Candriam's operating model and forms a key part of our corporate culture. Candriam’s sustainable development strategy leads us to incorporate sustainability trends shaping the world of tomorrow within the process of defining our firm’s strategic orientations. Our philosophy is to establish and maintain a balance between responsible behaviour towards all stakeholders and the pursuit of sustainable financial performance.

CSR Report

CSR at the heart of what we do

Putting commitment into action. "At Candriam, we have used 2021 to make further material progress in our CSR roadmap, adding more vigorous targets in our mission to have a positive impact on the environment and society, and to be the best corporate citizen we can be for all our stakeholders" - Naïm Abou-Jaoudé Chief Executive Officer

Guide to sustainable investing

Dispelling the five common myths

Dispelling some common myths of sustainable investing. True or false: sustainable strategies underperform? Let’s put an end to overcoming misconceptions of sustainable investing!


Emerging market companies hold the key to our climate future

In 2015, the year of the COPS21 conference in Paris, the global level of CO2 emissions reached 35.21 billion tons. In December that year, the Paris Agreement was signed, setting out a global framework to avoid dangerous climate change by limiting global warming to well below 2°C compared to the pre-industrial levels.


European Taxonomy

We welcome the European Taxonomy, a guide to help drive sustainable investements and green the financial sector. Find out more about how the taxonomy can be implemented in our whitepaper.


Navigating the alphabet soup

In this paper, we want to demystify the terminology and abbreviations so that you can understand the benefits of sustainable investing without being overwhelmed by jargon and acronyms.


Positive and negative approaches

Positive and negative approaches in Sustainable Investing: better understand them to align your investments with values and create outperformance through ESG.


The three most common questions on the new EU regulation

If you feel a bit lost faced with all the obscure acronyms that seem to be taking over the ESG debate these days, don’t worry, you are not alone in that situation. We have created this series of short briefing notes to provide you, as an investor, with the essential things you need to know to understand how what some have dubbed a “regulatory tsunami” will impact you and what you need to do next.


Does ESG Do What it Says? The New SFDR Requirements

Are 'Sustainable' investments truly sustainable? What Environmental, Social, and Governance factors are actually included in your investment? Does your investment really do what it says on the label? David Czupryna's overview of the new EU requirements concludes they are likely to clarify the situation, while the lingo may be a lot to learn.

Research Papers

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Allocation d'Actifs, Olivier Clapt, Research Paper

Investir sur les actifs illiquides ? ... Oui mais combien ?

Nous avons débuté 2022 avec en tête le Covid, la guerre, le prix du pétrole, l’inflation... Que voyez-vous aujourd’hui à l’horizon ? La pénurie de blé ? Le resserrement quantitatif ? Une inflation durable
ESG, Research Paper, ISR, Vincent Compiègne

Les entreprises des biens d’équipement, facilitateurs de l’économie à faibles émissions de carbone

Ennuyeuses, les entreprises de biens d’équipement ? Détrompez-vous ! Ce sont les prochaines vedettes de la lutte climatique. Les entreprises de biens d’équipement développent et fournissent une large palette de composants et de produits d’automatisation. Ce sont elles qui fabriquent les produits, souvent peu connus, permettant de réduire la consommation d’énergie et d’autres sources d’émissions de gaz à effet de serre (GES).
ESG, Obligations, Research Paper, Vincent Compiègne

Obligations durables : priorité aux résultats

Les obligations durables sont de plus en plus utilisées pour financer des projets environnementaux et sociaux spécifiques ainsi que d’autres activités durables. La croissance du marché des obligations durables a été soutenue par des émissions de gouvernements centraux et régionaux, d’organisations supranationales et d’entreprises.
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Q&A

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Q&A, ESG, Philippe Noyard

Améliorer le profil esg de vos investissements à haut rendement

Pour l’équipe de gestion de la stratégie Global High Yield, constitutée dePhilippe Noyard, Nicolas Julien et Thomas Joret, associer leur 20 ans d’expertise en investissement en obligations à Haut Rendement avec celle de l’analyse ESG (Environnementale, Sociale & Gouvernance), représentée par Vincent Compiègne, peut s’avérer un véritable générateur de sur-performance sur le long terme.
Q&A, Actions

CTA - Commodity Trading Advisors* : un investissement « tendance » ?

Funds of futures are designed to deliver returns from trends detected in the financial markets. And, says Steeve Brument, Head of Systematic Funds, we believe that the current market environment offers the two necessary ingredients, i.e., trends that are both sustained and low-correlated.
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