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] [Responsible Shareholding] Phitrust proposes to listed companies which intend to pay dividends for 2019 activity to amend the dividend resolution.

[Press Release] [Responsible Shareholding] Phitrust proposes to listed companies which intend to pay dividends for 2019 activity to amend the dividend resolution.

The SICAV Phitrust Active Investors France suggests to listed companies which intend to pay dividends for 2019 activity to amend the resolution by directing part of these dividends to the creation of a fund which goal would be to support their ecosystem stakeholders (including their subcontractors).

[Study] 15 years dedicated to responsible shareholding

[Study] 15 years dedicated to responsible shareholding

And what if we entered the era of committed shareholders! For more than 15 years, Phitrust has been committed to enhance the strategic governance and the environmental and social practices of large listed companies. Find out about 15 years of responsible shareholding!

[Press Release] Total – Phitrust Welcomes Advances On Environmental Issues

[Press Release] Total – Phitrust Welcomes Advances On Environmental Issues

On Tuesday, May 5, TOTAL announced new ambitions in the fight against climate change: the Group aims to become "carbon neutral" by 2050 for its global operations while committing to become "a net zero emission company in Europe" by the same date, an objective that concerns both its production and the products used by its customers (Scope 1, 2 and 3).

[Press Release] Total-Phitrust: a fruitful dialogue on environmental issues in view of the AGM of May 29th, 2020

[Press Release] Total-Phitrust: a fruitful dialogue on environmental issues in view of the AGM of May 29th, 2020

For several years (in 2011 and 2016 in particular), Phitrust has conducted an active dialogue with Total’s executives on the environmental and social impact of the company's activities. Its objective this year was to obtain a formalization of this dialogue in respect with multilateral agreements (the Paris Agreement) and changes in French legislation (the Pacte Law).

[Press Release] Vivendi’s annual general meeting – April 20th, 2020

[Press Release] Vivendi’s annual general meeting – April 20th, 2020

For several years, Phitrust has considered that Vivendi's governance is unsatisfactory and has submitted several written questions to the Management Board for the General Meeting of April 20, 2020. They are related to:

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