Building a long-term relationship with our clients

Building a long-term, responsible and transparent relationship with our clients is a requirement deeply rooted in our corporate culture.

IMPROVING OUR PROCESSES TO INCREASE AGILITY AND PROXIMITY

 

In a context of deep transformations, our ambition for excellence drives us to build a close relationship with each of our clients, based on active listening, co-construction and transparency. Several initiatives were conducted in 2019 to improve the quality of our services and client satisfaction.

  • Streamlining the follow-up on client requests
  • Tracking quality and satisfaction
  • Promoting bespoke services
  • A client portal to increase proximity

 

 

95 %

are satisfied with our client relations team

75 %

are satisfied with the management of their portfolios

+ ,300

annual meetings and committees with our client partners

17

funds covered by carbon reporting

KEY 2020 OBJECTIVES

Ensure satisfaction of our clients and anticipate their needs in response to regulatory changes

Support our clients in their approach to ESG issues

Ensure transparency in our management and client relations

ENSURING MANAGEMENT TRANSPARENCY

 

Ostrum AM is fully transparent in the ESG and carbon assessment of its funds. Through the publication of specific reporting in compliance with the requirements of Article 173 of the French Energy Transition Act, we commit to complying with the same standards expected from some of our clients.

  • Going further in carbon assessment: Starting in 2020, Ostrum AM has been altering its portfolios’ carbon assessment by putting an emphasis on carbon intensity. This refers to the Weighted Average Carbon Intensity (WACI), i.e. CO2 emissions normalised by income and weighted by portfolio value. This type of reporting will be proactively offered to all our client partners.
  • A proprietary ESG reporting method: Ostrum AM integrates ESG reporting into the annual reports for its funds targeted by the Energy Transition Act. In 2019, based on the work of our analysts and external data, we built an automated ESG reporting method, which integrates the fundamentals defined by Ostrum AM (worst offenders, etc.). Our ambition is to improve this approach with each of our clients, in line with their return and risk objectives and their ambitions in terms of responsible investment.
  • A transparent reporting policy:  Ostrum AM communicates extensively on its CSR objectives and achievements through dedicated reporting.
  • strategy

    CSR Policy

    Ostrum AM’s CSR report – Website (CSR strategy)

  • responsible

    Responsible Management

    Ostrum AM’s website – PRI reporting available on www.unpri.com – Annual fund reports – LTECV reporting

  • specialized-experts

    Voting and Engagement

    Voting and engagement policy – Report on exercise of voting rights – Report on engagement – Dedicated Ostrum AM voting platform

  • market-view

    Specific Reportings

    Transparency codes for SRI fund – Annual fund reports: ESG and carbon reporting

DEMONSTRATING PROFESSIONAL ETHICS

Conducting our business with integrity and ethics is a fundamental commitment to our clients. In order to ensure the probity of our practices, Ostrum AM deploys a rigorous ethics and anti-corruption policy in France and abroad, in line with Natixis Investment Managers’ own policy.

 

 

pdf

1.22 Mo

Our anti-corruption policy

pdf

3.2 Mo

The Natixis Code of Conduct: Our Foundation for Responsible Action (in French)

BE CLIENT ORIENTED

  • Protect clients’ interests, information and data
  • Communicate clearly with clients
  • Treat clients’ claims and requests fairly and swiftly

BEHAVE ETHICALLY

  • Respect employees and ensure their professional development
  • Show work ethics
  • Ensure market integrity

ACT RESPONSIBLY WITHIN SOCIETY

  • Act consistently with Natixis CSR engagements
  • Ensure financial security

PROTECT THE ASSETS AND REPUTATION OF BOTH NATIXIS AND GROUPE BPCE

  • Protect assets
  • Ensure business continuity
  • Communicate responsibly with external stakeholders

FURTHER READING

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