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Luxembourg
16 Boulevard Royal – L-2449 Luxembourg
 
Monday to Friday
8 am to 5 pm

Campagne 3 - Principes cles

Common sense investment solutions

Key principles

Based in Luxembourg, away from the hustle and bustle of the major financial centres, BLI’s Investment team is composed of experts in the search of quality investments. BLI’s expertise is founded on several key principles: active management, patience, quality, risk awareness and responsibility towards environmental, social and governance challenges.

 

Active management

Patience

Quality

Risk Awareness

ESG Responsibility

Active management

At BLI, we are convinced that only conviction-based management which can transcend the limitations of indices, can generate long-term value for the investor.

Patience

Anticipating short-term market movements is a futile exercise. Our fund managers consider each investment over a full market cycle and remain true to their investment methodology and resulting convictions regardless of market conditions.

Quality

Our methodology aims to favour long-term winners while avoiding fragile or weakened assets. The fund managers therefore pay particular attention to the financial and extra-financial fundamentals of the investment opportunities analysed.

Risk Awareness

Generating consistent performance over the long term means being aware of the risks and being able to control them as much as possible. Therefore, our fund managers focus on their area of expertise and only invest in instruments they understand and, avoiding overpayment, use valuation analysis as a risk control tool.

ESG Responsibility

Our sustainable and responsible investment policy is rooted in BLI's historical investment philosophy. By integrating ESG considerations at various stages of our investment process, we aim to make informed, relevant and responsible investment decisions that allow for the generation of sustainable returns over the long term.

*Minimum common features, some funds apply a stricter ESG strategy

OUR SRI APPROACH*

BLI's sustainable and responsible investment policy is anchored in our historical investment philosophy based on A conviction-based, long-term investment approach. It is implemented at different stages of the investment process.

EQUITY

Integration into all steps of the investment process

FIXED INCOME

Various approached combined depending on the defined objectives

MULTIMANAGEMENT

Analysis of the available investment solutions integrated into the research process

EQUITY * - Integration into all steps of the investment process

Before investment

  • Exclusions
  • Monitoring of controversies

 

During analysis

  • Integration of ESG factors into the valuation model

After investment

  • Active engagements &proxy voting
  • Monitoring of controversies

Funds under the spotlight

BL Sustainable Horizon

A global equity fund that aims to make a concrete contribution to the United Nations Sustainable Development Goals (SDGs).

 

BL Equities Europe

European equity fund that combines long-term financial performance objectives with specific impact indicators.

 

BL Equities America

US large-cap fund that combines long-term financial performance objectives with specific impact indicators.

 

FIXED INCOME - Various approached combined depending on the defined objectives

ESG Optimisation

  • Sovereign issuers
  • Corporate bonds

 

Liquid Impact

  • Green bonds

Alternative impact

  • Microfinance

Funds under the spotlight

BL Bond Emerging Markets Sustainable

An emerging debt fund combines ESG optimisation of the sovereign pocket with impact investments (green bonds and microfinance).

 

BL Global Bond Opportunities

A fund that allows for optimal diversification within the different fixed income sub-asset classes and opportunistic exposure to impact management.

 

MULTIMANAGEMENT - Analysis of the available investment solutions integrated into the research process

Management Company Score

  • Adherence to ESG initiatives
  • Responsible investment policy
  • CSR approach
  • Voting policy
  • Engagement policy

 

Fund Score

  • Exclusion policy
  • Applicable ESG strategies
  • Potentiel impact objectives
  • ESG teams in place

Analysis of the impact of ESG policies on the portfolio structure

Funds under the spotlight

BL Fund Selection Smart Evolution

An SRI patrimonial fund of funds whose objective is to offer an asset allocation solution with a balanced risk profile built with the best of sustainable and responsible investment.

 

* Minimum common features, some funds apply a stricter ESG strategy.

Our expertise

BLI - Banque de Luxembourg Investments has proven experience in fund management in three key areas: Equities, bonds and multi-asset strategies.

We manage a range of over 30 investment funds, with assets under management totalling 15.55 billion euros at 31 July 2021.

Katrijn Moyersons

Sales Manager Belgium

(+352) 691 470 823

Charles-Antoine Poupel

Sales Manager France

(+352) 27 00 5307

William Millet

Sales Manager France

(+33) 1 53 48 53 77

Charles-Antoine Poupel

Sales Manager France

(+352) 27 00 5307

Lutz Overlack

Melanie Rogoll

Sales Manager Germany

(+49) 172 44 73 202
Dirk Böckenholt

Dirk Böckenholt

Senior Sales Manager Germany

(+49) 173 63 13 703

Crédit Mutuel Investment Managers (CM IM) is responsible for the promotion and marketing of the investment strategies of the six asset management companies in the Crédit Mutuel Alliance Fédérale group, which include BLI.

This web page is not a contractual document and is intended for strictly promotional purposes. The information on this website is provided for information and is not exhaustive. The information is only valid at the time it is issued and may be updated or changed without prior notice. Under no circumstances can the information provided be construed as legal or tax advice, or an investment recommendation. Every investment involves risks which may include loss of capital. Past performance is not a reliable indicator of future performance. BLI - Banque de Luxembourg Investments ("BLI") assumes no liability for future yields or performance. BLI cannot be held liable for the information provided or for any decisions that investors make based thereon. It is the responsibility of each investor to ensure that they understand all the risks associated with their decisions, investment or otherwise, and only to make a decision after careful consideration, with their own professional advisers, of the appropriateness of the services offered for their investments and their particular financial situation especially with regard to legal, tax and accounting constraints or potential legal and regulatory restrictions on the transactions envisaged. Subscriptions are only permitted on the basis of the current prospectus, the latest annual or semi-annual report and the Key Investor Information Document (KIID). These documents are available free of charge from BLI at any time. KIIDs are also available on the BLI website .
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