DPAM maintains its top highest PRI rating A+ for the third consecutive year

For the third consecutive year, Degroof Petercam Asset Management (DPAM), managing EUR 35.9 bn, has obtained the top A+ rating for its assessment on the UN-backed Principles for Responsible Investment (PRI).

These six Principles aim to advocate best practices in order to encourage the adoption of environmental, social and governance (ESG) criteria and to foster a more sustainable financial industry geared towards the long term. DPAM has been signatory of PRI since 2011 and a yearly reporting has been compulsory since 2013.

Ophélie Mortier, Responsible Investment Strategist: “This is a great achievement, particularly considering the increasingly demanding questionnaire over the years as PRI continuously upgrades its requirements level. PRI now represents 2,450 signatories around the world and USD 82 tn of total AUM.”

A+ is the top rating and DPAM holds the maximum stars throughout several areas of expertise. For the peer group of signatories, the median rating (A) has remained stable over the last year except in terms of ESG integration, where the trend is negative. The median rating in particular has been downgraded to B over the last three years. However, thanks to continuous efforts and investments, DPAM has maintained its top score for three years in a row.

Hugo Lasat, CEO: “Sustainability is at the core of our DNA. DPAM is not only a sustainable strategies designer and provider, but also a sustainable committed company. We are increasingly engaging with companies and various stakeholders, as shown notably in our support to the Task Force on Climate-related Financial Disclosures (TCFD) recommendations. Looking forward, we will continue to uphold our commitment towards sustainability and offer our clients responsible investment solutions.”

PRI encourages engagement and has added several questions regarding engagement in general and focused on climate change strategies in particular. “At DPAM, we appreciate PRI efforts to continuously bring into question their model, governance and objectives, always raising their ambitions” Ophélie Mortier adds.

This is exactly what DPAM is doing by increasing efforts and upgrading the level of requirements of its strategies and areas of expertise. DPAM is excelling in research1 and management2, challenging its models, developing its own scorecards and bringing innovative solutions to key challenges such as climate change, the right to food or a constructive and positive approach towards technology at the service of humanity.

1 Best asset manager for the third consecutive year according to Extel survey 2019
2 Best asset manager in Fixed Income and Equity both in 2018 and 2019 by DeTijd/L’Echo

Key facts & figures

  • Over a 17 year track record in sustainable investing
  • Signatory of UN-PRI since 2011 – Highest rating A+ for our expertise
  • Pioneer in sustainable sovereign debt – over EUR 2.3 bn invested
  • Today, DPAM manages over EUR 6 bn is sustainable strategies, across various asset classes
  • All sustainable funds have been awarded the LuxFLAG ESG Label and transparently report on their sustainability-related indicators and developments on a quarterly basis
  • Exercise our voting rights in 465 companies in Europe and North America
  • Actively engaged in dialogue with + 75 companies regarding corporate governance practices
  • Supporter of TCFD Recommendations and Signatory of the Climate Action 100+

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