Shareholder Impact

Our charter

 
 

ADVISE, MANAGE AND INVEST ACCORDING TO OUR CLIENTS’ PREFERENCES

 

Phitrust has adopted a charter based on high ethical standards. Just as any responsible publically issued company, Phitrust must set an example both in terms of investment selection criteria and policy. Adherence to and respect of our guiding principles ensure that our mission is carried out with the utmost attention and in full transparency to inform more widely of our ethical standards.

 

INDEPENDENCE: Phitrust’s independent capital holdings ensure that our counselling in carried out in the best interests of our clients and is free of external influence.

 

TAILOR-MADE SERVICES: Phitrust always listens attentively to its clients needs to provide them with the required services and a long-term tailor-made solution.

 

METHODOLOGY: Phitrust systematically follows an investment procedure based on four key standards:

Quality of management: committment to the company, reliable communication with shareholders
High quality: clients’ expectations of quality (products) and environmental expectations (production methods)
 Social-mindedness: personnel’s company involvement and committment
 Ethics and transparency: transparency and disclosure towards investors and wider community.

 

SELECTION: Phitrust always engages directly with company management prior to any investment and actively takes part in company AGMs.

 

TRANSPARENCY: Phitrust is committed to total transparency vis-à-vis its clients and partners.

 

COMPENSATION: Phitrust is committed to total transparency in compensation. Partners have committed to investing part of their income in philanthropic projects.

News

[Press Release] Phitrust Active Investors France publishes its 2022 Voting and Engagement Report.

[Press Release] Phitrust Active Investors France publishes its 2022 Voting and Engagement Report.

Phitrust publishes its 2022 voting and engagement report.

[Press Release] Stellantis, Carlos Tavares : an excessive remuneration?

[Press Release] Stellantis, Carlos Tavares : an excessive remuneration?

The Stellantis General Meeting to be held by videoconference in the Netherlands on 13 April 2022 prompts our opposition on several points and confirms the concerns and doubts we expressed when the PSA/FCA merger was announced in 2019.

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