PUBLICATION OF ENTITY-LEVEL INFORMATION

As a responsible institutional investor, CALI Europe, a subsidiary of Crédit Agricole Assurances, takes environmental, social and governance (ESG) factors into account in its investment analysis and decision-making processes and in their monitoring. Certain sectors (renewable energy, healthcare, regional financing) are favoured given the importance of ESG issues.
CALI Europe relies on the expertise of Amundi, the Crédit Agricole Group's asset manager, to integrate non-financial criteria into its investments. This approach includes:

  • implementing norms-based exclusions (embargoes, controversial weapons, etc.) and sector-based exclusions (coal, tobacco, etc.), and
  • selecting issuers with the best practices in their sector according to the ESG rating calculated by Amundi (minimum individual rating, minimum portfolio rating and comparison with a benchmark universe).

In addition to the ESG rating, non-financial criteria are taken into account based, in particular, on the quality of the certified real estate assets and on the direct influence CALI Europe has, as a shareholder, in the governance bodies of partner companies.
In line with the societal project of the Crédit Agricole Group, which is committed to contributing to the United Nations Sustainable Development Goals, and with the objective of achieving carbon neutrality by 2050, CALI Europe is strengthening its commitments to the energy transition. The responsible investment policy is detailed in Crédit Agricole Assurances' ESG Climate Report, which can be viewed at www.ca-assurances.fr.

      Due diligence policy on key adverse impacts on sustainability factors in investment decision

      • 2020 (published on 24.09.2021)

      Policy for intergrating sustainability risks into investment decisions

      • 2022 (published on 30.09.2022)

      Policy on sustainability considerations in the compensation policy

      • 2022 (published on 05.05.2022)

        ESG climate policy of the Crédit Agricole Assurances Group 

        As a Crédit Agricole Assurances Group entity, CALI Europe (222100RHVHGHNBQ4VV91) is fully in line with its ESG Climate policy, which is itself aligned with the Paris Agreement’s objectives.  

        In line with the requirements of the European Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (Sustainable Finance Disclosure (SFDR)), this report details how the impacts that an external environmental, social or governance event could have on the performance of the products managed by Crédit Agricole Assurances Group entities are identified and quantified. It also details the carbon footprint of Crédit Agricole Assurances' portfolios. 

        ESG Climate Policy: 

        • 2020 (published on 21.06.2021)
        • 2019 (published on 30.06.2020)

        ESG Climate Policy Summary: 

        • 2020 (published on 21.06.2021)
        • 2019 (published on 30.06.2020)

         

        PUBLICATION OF PRODUCT-LEVEL INFORMATION
         

        Information on the sustainability of investment vehicles  

        INFORMATION ON THE SUSTAINABILITY OF THE EXTERNAL FUNDS

        INFORMATION ON THE SUSTAINABILITY OF THE VEHICLES EXPRESSED IN CURRENCIES (PUBLISHED ON 01.03.2022)