A bond strategy that seeks to contribute to a Just Transition, combining climate and social impact - SFDR article 9
The Paris Agreement acknowledges the crucial need for a swift and fair energy transition. We have embedded this global engagement into our investment proposal that seeks to deliver on all dimensions of a responsible investment - Environmental, Social and Governance (ESG) attributes.
The Just Transition is a transition to a low carbon world that wants to be respectful of the environment and biodiversity, while being inclusive from a social and territories' point of view. To contribute to a Just Transition, Ostrum AM has designed a 3-dimensional impact strategy.
Reduce carbon footprint
Renewable energies, environmental solutions & services, green building, clean mobility, circular economy
Promote positive social impact
Health & well-being (infrastructures, food security), inclusive development
Preserve ecosystems and local economies
Financing the real economy, sustainable agriculture & food, biodiversity
Ostrum AM has developed a proprietary methodology to analyse sustainable bonds and identify the instruments with the highest quality and value add both at issuer and project level, developed and deployed by our sustainable bond analysts who have been researching this market since its creation. This is the Sustainable Bond Rating.
And to assess issuers' environmental and social practices in the contexte of the transition, we calculate a Just Transition Indicator, tailored for each asset class..
The Ostrum Climate and Social Impact Bond
Impact bond thematic investment
Art.9 SFDR strategy which considers social impact in the environmental transition
100% of sustainable bonds which finance environmental and social projects
Green bonds, social bonds, sustainability bonds, sustainability-linked bonds
Proprietary methodologies to construct the Just Transition compliant portfolio
Active aggregate strategy
Global universe, mainly Investment Grade, with large diversification
Supporting a Just Transition