FROM COMMITMENT TO ACTION
OUR SUSTAINABLE APPROACH ACROSS OUR DIFFERENT EXPERTISE
How do we concretely integrate ESG across our fund range, and how does this integration contribute to reinforcing performance over the long term? These questions lie at the heart of our investment philosophy.
By embedding environmental, social, and governance considerations into our decision-making process, we aim not only to manage risks more effectively but also to identify sustainable opportunities that can drive lasting value for our clients.
A SUSTAINABLE INVESTMENT PROCESS COVERING OUR EQUITY FUND RANGE
Equity markets are increasingly influenced by sustainability factors: rising costs linked to environmental issues, reputational risks from social controversies, or governance failures that fuel volatility. For investors, these are no longer peripheral considerations — they are central to performance.
Discover how ESG principles are embedded at every step of our equity investment process, and how they help us navigate risks while capturing long-term opportunities.
A STRONG CONVICTION IN DRIVING POSITIVE OUTCOME ACROSS EMERGING MARKETS
For more than three decades, Carmignac has been investing in emerging markets, where opportunities are vast but challenges are equally complex. Today, sustainability is at the centre of those challenges — and is often misunderstood. At Carmignac, we are convinced that ESG matters even more in emerging markets, where investors have the ability to influence, engage, and drive real change.
In this video, we explore these misconceptions and show why ESG integration into the investment process is essential to building resilient, forward-looking portfolios while contributing positively to the environment and society.
A DISTINCTIVE APPROACH TO SOVEREIGN DEBT THROUGH A UNIQUE PROPRIETARY MODEL
Sovereign bond markets are on the front line of the great transitions of our time: climate, social inequality, and governance. In such a context, restricting country analysis to solely macroeconomic factors overlooks crucial strengths and weaknesses that shape sovereign trajectory. We are convinced that integrating ESG criteria into the investment process is essential to understanding the resilience of states and anticipating long-term risks.
To address this, we developed our own proprietary dynamic and differentiated sovereign ESG model to provide a more comprehensive and accurate view of public debt.
RELY ON EXTRA-FINANCIAL ANALYSIS TO IDENTIFY RISK PREMIUMS OVER THE CREDIT CYCLE
In today’s credit markets, risk and return cannot be assessed without a proper understanding of extra-financial criteria. Environmental issues can raise costs, social controversies can damage reputations, and governance weaknesses can lead to downgrades or defaults. For us, the ESG analysis is not an optional overlay — it is an important step of how we evaluate credit opportunities.
Discover how ESG is embedded within Carmignac’s Credit franchise, and how this approach helps us uncover hidden risks, identify new opportunities, and create long-term value.
MARKETING COMMUNICATION. The decision to invest in the promoted fund should take into account all its characteristics or objectives as described in its prospectus. This material does not constitute a subscription offer, nor does it constitute investment advice. This material is not intended to provide, and should not be relied on for, accounting, legal or tax advice. This material has been provided to you for informational purposes only and may not be relied upon by you in evaluating the merits of investing in any securities or interests referred to herein or for any other purposes. The information contained in this material may be partial information and may be modified without prior notice. They are expressed as of the date of writing and are derived from proprietary and non-proprietary sources deemed by Carmignac to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Carmignac, its officers, employees or agents.
Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice.
For UK: This document was prepared by Carmignac Gestion, Carmignac UK Ltd and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg. This material may not be reproduced, in whole or in part, without prior authorisation from the Management Company.
CARMIGNAC GESTION - 24, place Vendôme - F-75001 Paris - Tel : (+33) 01 42 86 53 35
Investment management company approved by the AMF – Public limited company with share capital of € 13,500,000 - RCS Paris B 349 501 676
CARMIGNAC GESTION Luxembourg - City Link - 7, rue de la Chapelle - L-1325 Luxembourg - Tel : (+352) 46 70 60 1 - Subsidiary of Carmignac Gestion. Investment fund management company approved by the CSSF – Public limited company with share capital of € 23,000,000 - RCS Luxembourg B 67 549