Text size -A +A

Our management process


After several years of engaging in dialogue with companies, PhiTrust has been able to formulate a specific management methodology, which promotes companies demonstrating best practices and positive cooperation with their shareholders.

Our portfolios are invested in major capitalizations in France and in Europe. The objective is to achieve an index (CAC 40, Euro Stoxx 50) outperformance as a result of investment choices linked to our initiatives aimed at reducing ESG risks.

Our management process leads us to:

  • overweight companies that improve their ESG practices and are responsive to the initiatives put forward by PhiTrust
  • underweight companies whose ESG practices present risks and which are unresponsive to proposals to engage in constructive dialogue to improve matters

“Extended index” management respects a maximum tracking error of 4% between the evolution of the NAV of the UCITS and that of the index.

+ More about Proxy Active Investors

+ More about Euro Active Investors

About us - Sitemap - Disclaimer - FAQ - Contact us - RSS
Copyright PhiTrust 2017