Our expertise
Shareholder engagement
Phitrust Active Investors favours companies with good ESG practices who listen to their shareholders, combining engagement and financial performance.
Supporting social entrepreneurs
Phitrust Partenaires invests in companies that value both financial profitability and measurable response to a social or environmental issue.
Measuring impact
Measurement criteria are defined at the initial stage of the investment. Phitrust carries out annual reviews to assess the level of impact achieved by each project.
Financing innovative companies
Phitrust Innovation invests in innovative companies offering social and environmental solutions.
Engaged and responsible shareholders
Among listed companies
1 665
private initiatives presented to executives and boards of directors
40
public initiatives (oral and written questions in annual general meetings)
39
external resolutions filed since 2004
1,71%
outperformance versus CAC 40 div. reinv. since 2011
14
years of constructive dialogue with the heads of European listed companies
With social enterprises in 2016
91 116
jobs created or enabled
4 235
socially inclusive jobs
604
jobs for people with disabilities
113 034
tonnes of CO2 emissions avoided
87 761
micro entrepreneurs supported
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Phitrust encourages CAC 40 Companies to join the “Science Based Targets” initiative
Phitrust, along with the investors of the Phitrust Active Investors France fund, has sent written questions to the executive boards of 34 companies listed on the CAC40 index in preparation of their 2018 Annual General Meetings, encouraging their participation in the Science Based Targets initiative.
News
Phitrust encourages CAC 40 Companies to join the “Science Based Targets” initiative
Phitrust, along with the investors of the Phitrust Active Investors France fund, has sent written questions to the executive boards of 34 companies listed on the CAC40 index in preparation of their 2018 Annual General Meetings, encouraging their participation in the Science Based Targets initiative.
2018: what is the mission for companies?
The government has launched a mission on “business and general interest”. Jean-Dominique Senard and Nicole Notat have two months to submit their report containing proposals to redefine the role and missions of companies
2017, a milestone for shareholder engagement in France
Proxinvest published its 21st Report on General Meetings and Shareholder Activism. Since its founding in 1995, Proxinvest has never witnessed such a contentious proxy season in France.