Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund


Designed to meet the growing needs of investors seeking to combine financial returns with impact investing, Indosuez Wealth Management is launching a new international equity investment solution: Indosuez Funds – Impact. Classified as SFDR Article 8[1], the fund is built around fifty shares of international companies of all sizes.

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A contribution to the UN SDGs

Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices. Each investment is carefully assessed for its potential to contribute positively to the achievement of at least one of the Sustainable Development Goals set by the United Nations, whether it is working on health, food, or social and financial inclusion needs, supporting the environmental transition, or promoting the circular economy and digital access.

In tangible terms, selected impact companies are assessed using an internal methodology based on three dimensions:

  • Intentionality: ensure that the company contributes to a sustainable development issue and has a positive and measurable social and/or environmental benefit;
  • Materiality: verify that intentionality is followed by actions that have a real impact on the objectives set;
  • Measurability: ensure that social and/or environmental externalities are measurable, in particular through a transparent impact report.

A positive impact measured through a report

Companies’ contributions to the various issues addressed by the Indosuez Funds – Impact fund will be detailed each year in an impact report using qualitative and quantitative metrics. This report will be made available to investors, in order to tangibly illustrate the impacts generated by their investments.

A dedicated unit

Based in Paris, the fund’s management team makes use of in-house ESG and impact analysts and receives support from all of Indosuez Wealth Management’s experts, including local knowledge from experts located in the various Group entities.

Delphine Di Pizio-Tiger, Global Head of Asset Management at Indosuez, describes how “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.”

[1] The SFDR (Sustainable Finance Disclosure Regulation) distinguishes two types of products presenting non-financial characteristics, namely: Products promoting environmental or social qualities (known as “Article 8” products), and products pursuing a sustainable investment objective (known as “Article 9” products).

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