CPR Invest - Food For Generations
Climate Impact & Sustainability Data (2022, 2023)
Reporting Period: 2022
Environmental Metrics
Total Carbon Emissions:56 tonnes-equivalent of CO2 (teq CO2) per million euros of revenues
Carbon Intensity:56 tonnes-equivalent of CO2 (teq CO2) per million euros of revenues
ESG Focus Areas
- Education
Social Achievements
- Donated €69,100 in management fees to associations promoting education
- 100% of portfolio companies reported at least one ESG criterion (88.1% coverage)
Governance Achievements
- Adheres to Amundi’s Responsible Investment policy, monitored by four committees
- Expanded research team to six financial and extra-financial analysts in 2022
- 100% of impact range certified (various certifications mentioned)
Climate Goals & Targets
Environmental Challenges
- COVID-19's lasting impact on the education sector
- High absenteeism rates in schools
- Vulnerability of education budgets to public policy shifts
- Potential impact of AI (ChatGPT) on student assessment
- Lack of transparency from some portfolio companies regarding working conditions
Mitigation Strategies
- Widened investment universe to include companies with best practices in employee training
- Engagement with companies to improve ESG practices and transparency
- Exclusion of companies lacking transparency on working conditions
- Development of a questionnaire to assist managers in interviews with companies
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: Paris Agreement, UN Sustainable Development Goals (SDGs), Global Impact Investing Network (GIIN) standards
Certifications: French ISR (SRI) label, Belgian Towards Sustainability label
UN Sustainable Development Goals
- SDG 4: Quality Education
Investments in companies contributing to improved access to education and lifelong learning
Reporting Period: 2023
Environmental Metrics
Total Carbon Emissions:321 tonnes of CO2 eq (portfolio)
Carbon Intensity:321 tonnes of CO2e (portfolio)
ESG Focus Areas
- Climate Change
- Water Management
- Biodiversity
- Waste Reduction
- Sustainable Food Production
- Supply Chain Management
- Social Cohesion
Environmental Achievements
- Reduced portfolio carbon intensity by 18.5% over 1 year
- Reduced portfolio water intensity by 20.26% vs. the universe
- 70% of Sprouts Farmers Market's waste did not end up in landfills in 2023
- CNH Industrial pledged to reduce Scope 1 and 2 carbon emissions by 50% per hour of production by 2030
- Stora Enso reduced CO2 emissions at production facilities (Scopes 1 and 2) by 41% compared to 2019
Social Achievements
- CNH Industrial pledged to increase the percentage of women employees to at least 20% in supervisory positions by 2024
- Sodexo launched a European partnership with the European Food Banks Federation (FEBA) to increase food donations
- Sprouts Farmers Market employs 32,000 people and opened 30 new stores in 2023
Governance Achievements
- 100% participation rate in general meetings of portfolio companies
- Amundi ranked in the top 3 in terms of voting performance on environmental and social shareholder resolutions (ShareAction's Voting Matters report)
- CPRAM achieved 100% participation and success rate in mandatory ESG training for employees
Climate Goals & Targets
Long-term Goals:
- Support portfolio companies in achieving net-zero emissions
Medium-term Goals:
- Encourage greater adoption of SBT initiatives by portfolio companies
- Promote the transition to more sustainable farming practices
Short-term Goals:
- Continue reducing portfolio carbon and water intensity
- Improve transparency and action plans on water management in portfolio companies
Environmental Challenges
- High carbon intensity of the agro-food value chain
- Water scarcity and pollution
- Biodiversity loss
- Waste generation
- Lack of sufficient processes or disclosures on water management in some portfolio companies
- Challenges in transitioning to organic and circular farming practices
Mitigation Strategies
- Engagement with portfolio companies on water management, biodiversity, waste reduction, and SBT initiatives
- Exclusion of companies with poor ESG practices
- Investment in companies with strong ESG profiles and commitments
- Supporting companies' transition to more sustainable practices through dialogue and collaboration
- Implementing a water engagement campaign targeting 10 companies in the food & beverage sector
- Initiating an engagement campaign with fertilizer producers to reduce their environmental impact
Supply Chain Management
Responsible Procurement
- Responsible sourcing of products (Sprouts Farmers Market)
- Codes of conduct for suppliers (Sodexo)
Climate-Related Risks & Opportunities
Physical Risks
- Extreme weather events impacting agriculture
Transition Risks
- Regulatory changes impacting fertilizer use
Opportunities
- Development of low-carbon agricultural technologies (CNH Industrial)
Reporting Standards
Frameworks Used: Paris Agreements, UN Sustainable Development Goals (SDGs), Global Impact Investing Network (GIIN) standards
Certifications: French ISR (SRI) label, Belgian Towards Sustainability label
UN Sustainable Development Goals
- SDG 2.4
- SDG 6.4
- SDG 12.5
- SDG 15.2
The fund's investment strategy aligns with these SDGs by supporting sustainable food production, water efficiency, waste reduction, and sustainable forest management.
Sustainable Products & Innovation
- CNH Industrial's development of a methane-powered tractor
- Stora Enso's fibre-based packaging solutions
Awards & Recognition
- Sodexo's platinum rating from EcoVadis
- CNH Industrial's top 5% ranking in S&P Global Corporate Sustainability Assessment