|
Grégoire MOUHICA, Déc. 2024
[->art206]
As a representative of the wealth management industry, particularly the family office segment, my role is to help clients align their wealth with their values, especially regarding sustainability and impact.
The first step involves establishing a detailed ESG profile for each client — a regulatory requirement in France.
This process assesses the client’s sensitivity to sustainability challenges from several angles: sectoral, geographical, social, and environmental. Once this profile is defined, it provides a comprehensive view of how much importance the client places on these issues. This allows us to determine the types of projects they wish to support and the proportion of their portfolio that will be allocated toward environmental and social goals.
It also enables us to design a sustainable allocation strategy over various time horizons — 1, 3, 5, or 10 years.
In terms of investment themes, this process typically incorpo
|