Our commitments
A responsible and devoted bank
Creating value and acting sustainably
We build a long-term relationship based on trust with our customers. Independence, implication and loyalty guide our advising to provide a high-quality service.
Sustainable finance and high impact investment
Our approach
We’ve been implicated for more than 10 years now in a high impact investment approach for the environmental and social transition. We do everything in order to make our customers benefit from positive and sustainable impact growth opportunities. We confirm our ambition to strenghten our roles and responsible private banker with the signature of the Principles for Responsible Investment of United Nations (PRI) in late 2020 and the renforcement of the dedicated ways to this expertise with the dedicated management team « Sustainable Finance & Impactful Investment ».
- 2023 : Signatory of the Climate Tribune
- Banque Hottinguer and its management corporation co-signed the Climate Tribune carried for the 2nd year in a row by the Forum for Responsible Investment.
- 2022 : First SRI label
- Banque Hottinguer marks a new step in its ESG acceleration with its first SRI label for SICAV Ecological Balance, managed by its management company.
- 2021 : Member of SIF
- Banque Hottinguer became member of the Social Investment Forum (SIF), an association that provides ideas linked to responsible development and finance.
- 2020 : Member of PRI
- Banque Hottinguer signs with Principles for Responsible Investment (PRI) to promote a sustainable financial system.
Our posts / Our events
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2023
March 2023 : Messieurs Hottinguer & Cie in partnership with fifteen european investors, which represents 1.5% of ENGIE’s share capital and is coordinated by the Social Investment Forum (SIR), filed a shareholder resolution entitled « Resolution of status’ editing on the climate strategy » to be submitted at the next company’s general asssembly on the 25th of April 2023. Find full discussions between ENGIE and the investors coalition : shareholders’ demand , ENGIE’s response , followed by shareholders’ response as well as the resolution text , the agenda item and the presentation of motives.
March 2023 : Banque Hottinguer and its management corporation have co-signed the Climate Tribune carried for the 2nd year in a row by the Forum for Responsible Investment and 45 other investors : stakeholders of the finance industry reiterating their expectations regarding transparency Climate of companies.
January 2023 : Banque Hottinguer is proud of its contribution to the SIF record book on entreprises à mission (French company type which goal is to set and achieve social and environmental purposes) – “ La société à mission : Opportunities for impactful investors ” – alongside Chaire Théorie de l’Entreprise. Entreprise à mission is a meaningful reference structuring frame for a company willing to mark its impactful investment approach.
Our policies and reportings : Sustainable Finance and Impactful Investment
- Engagement reporting of the management company (2022)
- Voting reporting of the management company (2022)
- Shareholder engagement policy
- Voting policy
- ESG (environmental, social and governance) Investment Policies
- ESG Integration Process
- Sustainable Finance reporting, Climate and Biodiversity (article 29 and SFDR – Sustainable Finance Disclosyre Regulation)
- What’s Sustainable Investment ?
- Scoring methodology HESG Entreprises
Supplementary documents
- Responsible Thematics Pre-contractual Informations SFDR Mandate
- Responsible Thematics Sustainability Informations Mandate
- Sustainability risks in the remuneration policy Information
- SFDR : Management under mandate and investment advising Information
- Glossary
- SFDR : our OPC (Collective Investment Scheme) Information
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2022
December 2022 : To end 2022, a tight year for the energy market, we backtrack on sustainable mobility, a key theme of the transition to our low-carbon economies. Read more…
After a few weeks of COP27 and COP15 Biodiversity, we backtrack on two activated levers of transition on both sides of Atlantic. In the context of a major energy crisis, the promotion of sobriety in Europe and the tendency towards renewable energy in the United States are both considered options by the governments, as they hold hope for the climate and the natural capital. Read more…
Banque Hottinguer reaches a new step in its ESG acceleration with a first Label SRI for SICAV Ecology Balance. It is a symbolic step that brings more legitimacy to the 10 years of investment in favor of ecological transition. The asset management department – Messieurs Hottinguer & Cie Private management – launched in 2021 the Sustainable Finance strategy and Impactful Investment.
This first SRI label is an important step in the ESG and Impactful Investment agenda for Banque Hottinguer and the management department.
- Banque Hottinguer associates with Prefon as part of an online-pedagogical content about Sustainable Finance, entitled ’10 Minutes to Understand’. Our Sustainable Finance and Impactful Investment manager, Lise Moret, was delighted to work on this project regarding SRI subjects and Impactful Finance
- Focus : Sustainable Finance March 2022
- Alongside FIR (Regional Intervention Funds) – Forum for Responsible Investment, Messieurs Hottinguer & Cie Private management, as well as some thirty investors, rally for the Climate
- 2021
Philanthropy
Our perspective
Bankers for the past seven generations, we are independent and value-driven entrepreneurs. What we do the best : adapting, innovating, anticipating to last better !
During this time driven by risk factors and opportunities, we put forward our intellect and ambition in order to serve public interest. To this end, we are commited to act sustainably for our ecosystem and our stakeholders (collaborators, customers, suppliers…).
Two essential commitments guide our way of operating : environmental and social/societal commitments. Our environmental commitments encourage us to reduce our activities’ impact on the environment while responding to the needs of the present without compromising the future generations. Our social commitments encourage us to develop people’s talent, in particular our collaborators’ ones, but also promote high societal impact entrepreneurship and every other initiative that will generate sustainable and positive externalities.
Our Endowment Fund
At the end of 2021 we’ve established the Entreprendre pour Demain (Entrepreneurs for Tomorrow) Endowment Fund in order to put forward our commitments and to fund high societal impact projetcs. Our collaborators contribute to this approach thanks to a sponsorship, selection and projects tracking system.
Our actions
Since our Endowment Fund launch in late 2021, we are commited to put forward perennial and constructive collaborations with institutions that share the same impact goals as us in terms of:
- Conservation of natural capital and of ressources management,
- Valuing natural capital and responsible entrepreneurship, which creates value,
- Promoting of Social Inclusion.
News
Macro vision and asset allocation
Le temps est un phénomène de perspectives », Jean Cocteau. Avant la pause estivale, il est coutume de faire un bilan de la première moitié de …L’intelligence artificielle redéfinit notre avenir
Dans notre société moderne, l’Intelligence Artificielle (IA) est devenue un sujet de conversation incontournable. Au fil des décennies, cette …Macro vision and asset allocation
Banques Centrales – La FED passe en mode pause, la BCE change de rythme
La première semaine de mai a été marquée par plusieurs événements. Nous ne commenterons pas les défilés du 1er mai, ni la tradition du brin de Muguet …Macro vision and asset allocation
Entreprendre pour Demain – Newsletter Semestrielle
Le Fonds de dotation Hottinguer Entreprendre pour demain a bouclé sa première année complète d’activité et souhaite vous communiquer son bilan, ses …Macro vision and asset allocation
Press release
Des investisseurs européens demandent le dépôt d’une résolution lors de la prochaine assemblée générale d’Engie