What are the main lines of our sustainable management offer?

Our sustainable management solutions include funds with a strong ESG positioning but also impact funds whose objective is to have a positive environmental and/or social impact. Our fund selection will meet sustainability requirements based on SFDR regulations and will take into consideration sustainability PAIs.

Environmental sustainability will be an important part of our sustainable portfolios. Indeed, issues related to our environment are a major concern for our societies. Our economic and social models must evolve in depth. This ecological transition generates investment opportunities, some of which are already present in our portfolios, such as the water sector. Indeed, global challenges such as urbanization, population growth and climate change are putting increasing pressure on water resources. In the coming years, the investments required in this sector will be considerable and will concern the entire water chain (extraction, distribution, treatment).

The energy transition is also a promising theme. The need for safer, cleaner and more affordable energy has become strategic. The growing need for energy requires the identification of alternative energies and technological and industrial solutions to generate higher performance with reduced energy consumption. The investment universe is broad (renewable energies, distribution, storage, energy efficiency) and concerns many sectors (industry, construction, transportation, etc.).

Our ecosystem is undergoing major upheavals that require us to build a more sustainable and equitable future. Our sustainable management offer aims to promote the environment as the central theme of our responsible investments, without neglecting social and/or governance considerations.

Points of attention for the investor

If you express sustainability preferences, this may have a significant impact on your asset allocation.

Restriction of the investment universe

The higher your sustainability preferences, the more limited the investment universe we can invest in.

Concentration risk

The number of products incorporating sustainability criteria is still relatively limited in the market. Investors who express strict sustainability preferences may incur concentration risk in financial products invested in a limited number of instruments.

Adjusting the existing portfolio

Since sustainability preferences are part of the matching process under MiFID II regulations, strict sustainability preferences may require adjusting your existing portfolio to match your preferences. Midas Wealth Management will make these adjustments in stages to act in your best interests.