VEGA INVESTMENT MANAGERS
Climate Impact & Sustainability Data (2022)
Reporting Period: 2022
Environmental Metrics
ESG Focus Areas
- Environmental
- Social
- Governance
Environmental Achievements
- Reduced greenhouse gas emissions by 45% of its investments by 2030, on a baseline at the end of 2021.
- Exclusion policy towards thermal coal (companies deriving more than 20% of its turnover from thermal coal are excluded).
Social Achievements
- Contribution to Sustainable Development Goals n°3 “good health and wellbeing” and n°4 “quality education”.
- 3 additional funds obtained the SRI label in 2022, leading to 10 labeled funds representing 72% of the outstandings of open funds excluding feeder.
Governance Achievements
- Creation of the Sustainable Finance Division and specialized committees on various aspects of sustainability.
- Established a methodology to define sustainable investments within the meaning of Article 2.17 of the SFDR regulation.
- Voting policy is active and responsible on about 95% of the outstanding companies held by UCIs.
- Became a member of the “Climate Action 100+” initiative.
Climate Goals & Targets
Long-term Goals:
- Reduce the carbon footprint of investments by 50% by 2050.
Short-term Goals:
- Increase the minimum threshold of CA exposed to the SDGs for a company to be considered a contributor to an environmental or social objective by 2025.
- Reduce the carbon footprint of investments by between -10% and -20% by 2025.
- Strengthen sector exclusions (tobacco, weapons, thermal coal) and include new exclusions (e.g., unconventional hydrocarbons) by 2025.
Environmental Challenges
- Integrating regulatory changes in Sustainable Finance brought by the SFDR regulation.
- Data limitations or exclusions (not specified).
Mitigation Strategies
- Adapted its organization to meet the new challenges of sustainable finance.
- Established a methodology to define sustainable investments.
- Selected an ESG platform to collect and administer ESG data.
- Increased the number of employees dedicated to ESG.
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: SFDR, TCFD, Article 29 of the French Climate Energy Act
Certifications: ISR (French government SRI label)
UN Sustainable Development Goals
- Goal 3
- Goal 4
VEGA Global Care ISR fund donates 20% of management fees to AP-HP foundation; patronage for a research chair at the University of Nantes.