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.