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Sustainable and Responsible Investment

Our signing of the United Nations Principles for Responsible Investment (UN PRI) in 2017 confirmed our commitment to promoting sustainable and responsible investment.

This approach reflects our belief that integrating ESG factors is an important part of identifying the risks and opportunities that might influence the long-term performance of our investments.
 
Identifying risks
An approach focused on reducing ESG risks
 
Building convictions
Greater impact through complementary levers for action
 
We integrate environmental, social and governance (ESG) criteria at different stages of our investment processes, depending on the specific characteristics of the asset classes and universes covered.

This approach is consistent with our historical method of analysis: non-financial analysis (sometimes called extra-financial reporting) complements traditional financial analysis to develop a comprehensive understanding of the issuers that are analysed and thereby forge solid investment convictions.
 
Our ESG approach is designed to go beyond simple regulatory compliance and add value by providing an understanding of ESG issues and their impact on the long-term performance of companies.

Taking sustainability risks into account is one of the pillars of our methodology. ESG analysis enables us to identify material risks for a company at a sufficiently early stage, before these would be detectable through traditional financial analysis, and to quantify this non-financial risk to enable our asset managers to make informed investment decisions. Because an unidentified non-financial risk can quickly turn into a real financial risk.

Beyond this consideration of non-financial risks, our ‘sustainable assets’ methodology, which is governed by the requirements of the European SFDR (Sustainable Finance Disclosure Regulation) directive, reflects our convictions regarding the social and environmental contribution of issuers.
Our long-term philosophy is reflected in ESG integration: companies that manage their sustainability issues well are those that create value over the long term. ESG analysis does not replace financial analysis, it complements it. It is this 360° view that enables us to build robust investment convictions and better anticipate risks. 
The ‘Double Impact’ approach is the fruit of a partnership between BLI and the Belgian specialist Funds For Good (FFG),whose mission is to generate local and direct impact. By joining forces, we are pooling our expertise to offer investors wishing to grow their capital responsibly investment funds that combine two highly complementary types of impact:
 
The natural basis for developing an impact-oriented strategy investing in listed equities is the framework provided by the United Nations Sustainable Development Goals.
This ensures that the SDGs as a whole are covered by our analysis through four main impact categories.
The originality of Double Impact lies in the complementary nature of its two drivers: intra-investment and post-investment impact work together to amplify our sustainable contribution. Beyond the selection of sustainable assets, our Double Impact strategy enables investors to make a concrete contribution to financing entrepreneurs who are working locally to create a more sustainable and inclusive world.


Key documents

The SFDR Regulation, which is part of the EU's ESG action plan, introduces various disclosure requirements for financial market participants with regard to the integration of sustainability-related risks, negative impacts on sustainability factors, and the concept of “sustainable” assets.

BLI's entire methodological ecosystem for sustainable and responsible investing can be viewed in the documents listed below.