Phitrust advises institutional and private investors, foundations and associations to align their investments with their principles and values. Any shareholder may exercise their voting rights in order to encourage the directors to adhere to a certain number of criteria of corporate governance and socially responsible investment.
The strategies implemented have the same financial objectives as a “classic” strategy. Investments in companies or solidarity investment funds can offer financial as well as social and environmental return.
Philanthropic strategy consulting
Phitrust advises individuals and companies in developing a philanthropic and united strategy that meets their objectives:
■ Definition of the necessary framework for the implementation of their philanthropic and solidarity strategy
■ Structuring the means necessary to achieve the objectives set
■ Financial and strategic support in the medium term
■ Implementation of actions
■ Impact measurement of funded and supported projects
Definition of a philanthropic strategy
Phitrust’s philanthropic engagement programme provides support for a philanthropic strategy:
■ Analysis of the main wishes of the investor and their criteria for success
■ Definition of the principles of the philanthropic strategy in relation to the values and charter of the investor
■ Prospective analysis of project selection criteria according to the constraints of each investor
■ Implementation of the necessary tools for the analysis of projects/associations
■ Identification of tools for monitoring and measuring the strategy implemented
Implementation of a philanthropic strategy
Phitrust’s Philanthropic Commitment Programme allows for the establishment of an engagement policy with investors who wish to support projects run by the organisations they have decided to support in the medium term.
■ Definition of the type of projects that investors would like to support
■ Analysis according to the criteria of projects proposed by Phitrust
■ Decision on project financing by investors
■ Implementation of strategic support
■ Monitoring and measuring the results obtained on a regular basis
This programme enables investors to monitor regularly the actions taken and to hold regular meetings with project leaders and organisation leaders to identify the main needs in order to reach the targets and to meet their growth challenges.
Platform for analysis and project
Helping individuals or businesses in their philanthropic aspirations requires guiding them among the many projects proposed to them to meet these requirements, we have developed a European platform that brings together foundations from different European countries. The purpose of this European analysis platform is to:
■ provide European foundations with a higher number of detailed analyses at a lower marginal cost,
■ encourage co-financing between European foundations,
■ develop a unique support for funded and/or co-funded projects,
■ strengthen support for project promoters in the long term,
■ develop skills centres and share experiences,
■ stimulate fundraising from other donors – non-network members – by presenting a selection of duly evaluated projects,
■ provide donors with regular monitoring.
A structured, rigorous European analysis that positions each project in the world of philanthropy is the best tool to meet the expectations of these new philanthropists ready to support real social entrepreneurs who will be able to participate in social or environmental progress.
I would like to be contacted by Phitrust about a socially responsible investment consulting:
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.
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
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.