Just Transition

A bond strategy that seeks to contribute to a Just Transition, combining climate and social impact - SFDR article 9

The Paris Agreement acknowledges the crucial need for a swift and fair energy transition. We have embedded this global engagement into our investment proposal that seeks to deliver on all dimensions of a responsible investment - Environmental, Social and Governance (ESG) attributes.
The Just Transition is a transition to a low carbon world that wants to be respectful of the environment and biodiversity, while being inclusive from a social and territories' point of view. To contribute to a Just Transition, Ostrum AM has designed a 3-dimensional impact strategy.

  • target

    Reduce carbon footprint

    Renewable energies, environmental solutions & services, green building, clean mobility, circular economy

  • people

    Promote positive social impact

    Health & well-being (infrastructures, food security), inclusive development

  • responsible

    Preserve ecosystems and local economies

    Financing the real economy, sustainable agriculture & food, biodiversity

Proprietary methodologies

Ostrum AM has developed a proprietary methodology to analyse sustainable bonds and identify the instruments with the highest quality and value add both at issuer and project level, developed and deployed by our sustainable bond analysts who have been researching this market since its creation. This is the Sustainable Bond Rating.
And to assess issuers' environmental and social practices in the contexte of the transition, we calculate a Just Transition Indicator, tailored for each asset class..

The Ostrum Climate and Social Impact Bond

Impact bond thematic investment
Art.9 SFDR strategy which considers social impact in the environmental transition

Greenfin Label
greenfin-label

SRI Label
label-isr

Minimum 90% of sustainable investments which finance environmental and social projects
Green bonds, social bonds, sustainability bonds, sustainability-linked bonds

High selectivity
Proprietary methodologies to construct the Just Transition compliant portfolio

Active aggregate strategy
Global universe, mainly Investment Grade, with large diversification

Supporting a Just Transition

Vidéo

Click to accept marketing cookies to be able to view this video.

  • Nathalie Beauvir

    Nathalie Beauvir

    Head of Sustainable Transitions

  • Timothée Pubellier

    Timothée Pubellier

    Portfolio Manager Core rates & liquid alternatives

Ostrum Climate And Social Impact Bond Allocation and Impact report

Download Download the Allocation and Impact report

Read more

Podcast
Reading time : 15 min.
INSIGHTS CSR / ESG
For the second episode of Transitions, we discussed the major transitions we are and will be facing, as well as their impact on the asset management sector, with Nathalie Beauvir, Director of Sustainable Transitions, and Philippe Waechter, Chief Economist.
12/17/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS CSR / ESG
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
12/16/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS CSR / ESG
Every month, find out all about the sustainable market bonds news in our newsletter "MySustainableCorner".
11/27/2024
Reserved for pros