La Financière Responsable (LFR), founded in 2008, is an asset management company that has built its reputation on its expertise in the European equity market and its approach to Socially Responsible Investment (SRI) using its own methodology: Integral IVA® Management. For LFR, SRI is an approach that provides in-depth knowledge, both financial and extra-financial, of the companies in which it proposes to invest. It thus positions itself as a conviction-based manager that selects quality and growth companies while respecting the principles of sustainable development.
La Financière Responsable has a highly differentiated positioning in the current SRI universe and a high value-added model thanks to:
– A unique and proprietary management process in which ESG analysis is perfectly integrated, just like the strategic and financial analysis of companies (Integral IVA® Management).
– An integrated and fully internalized ESG analysis based on internally developed databases, allowing it to be independent from extra-financial agencies.
La Financière Responsable is a benchmark in the SRI market in France for institutional investors and the distribution clientele (wealth management advisors, private banks, family offices, etc.). Its long-standing presence in SRI is a testament to its seriousness, expertise, and long-term commitment to this subject.
Our range of SRI-labeled funds:
• LFR Euro Développement Durable ISR (Article 9 within the meaning of SFDR): an equity fund invested in European growth stocks committed to sustainable development;
• LFR Inclusion Responsable ISR (Article 9 within the meaning of SFDR): an equity fund invested in European growth stocks committed to the inclusion of people with disabilities and to a sustainable development approach.
• LFR Actions Solidaires ISR (Article 8 within the meaning of SFDR): a 90/10 fund invested for at least 90% of its net assets in European growth stocks committed to sustainable development and for 5 to 10% in shares of companies from the Social and Solidarity Economy (unlisted). In addition, LFR Actions Solidaires ISR holds the Finansol label for its solidarity nature because it supports SSE entities such as Habitat & Humanisme, Entreprendre pour Humaniser la Dépendance, France Active and Solidarité Internationale pour le Développement et l’Investissement (SIDI).
• Mapfre Capital Responsable (Article 8 within the meaning of SFDR): a balanced mixed fund managed by Mapfre AM, the asset management company of our main shareholder Mapfre (max 50% equities, the remainder invested in corporate and government bonds)
Availability of our funds:
• LFR Euro Développement Durable ISR: AEP, Ageas, Alpheys, Apicil, AG2R La Mondiale, AXA Thema, Boursorama, Cardif, Generali, Nortia, Oradea, SwissLife Vie, UAF, Prepar Vie, Neuflize OBC, Gresham.
• LFR Actions Solidaires: Ageas, Apicil, Cardif. Alpheys, Gresham, Eres.
• LFR Inclusion Responsable ISR: Swiss Life, UAF, Alpheys, Apicil, Gresham.
• Mapfre Capital Responsable: Apicil, Generali, UAF, Cardif, Gresham.
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La Financière Responsable is an asset management company authorized by the French Financial Markets Authority (AMF) under number GP-08000001. This authorization attests to its right to conduct its activities within the regulatory framework applicable to asset management companies.
La Financière Responsable thus holds an AMF approval, which helps to better define its regulatory framework. For visitors, this information provides a useful benchmark regarding the nature and oversight of its activity.
