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Mandarine Gestion

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SRI & Solidarity

Patrick SavadouxMandarine Gestion has had a clear ambition since its founding: exercise responsible finance at the service of the real economy.

Mandarine Gestion’s SRI fund (Mandarine Engagements) and Solidarity fund (Mandarine Capital Solidaire), both managed by Patrick Savadoux, are concrete applications of this.

Socially responsible investing (SRI)  

Label NovethicOur SRI fund Mandarine Engagements invests in a long term perspective in companies that meet the challenges of sustainable development by satisfying the ESG (Environment, Social and Governance) criteria. This approach is based on a rigorous SRI filter applied to the universe of eurozone shares combined with a fundamental management approach.

We believe that company selection can also be based on extra-financial criteria, as it is possible to reconcile socially responsible behaviour and company financial performances.

Only those companies having obtained an at least neutral rating in each of the six criteria analysed (human rights, social commitment, environment, corporate governance, customer/supplier relationships and human resources) pass the extra-financial filter and are included in the Mandarine Gestion SRI universe (150 shares).

Mandarine Engagements has been attributed the SRI label by Novethic. Additional information can be found at Novethic.fr

Your can also consult the quarterly Mandarine Gestion SRI Letter (in french).

     

Solidarity investment

Mandarine Capital Solidaire is a venture capital fund at least 40% invested in unlisted securities issued by solidarity structures and organisms. This fund uses the venture capital format to develop a new concept: Solidarity-Capital.

Positioned as a response to the fight against exclusion, this Solidarity venture capital fund aims to:

  • Become a player in the social and solidarity economy
  • Be a long-term partner in the accompaniment of structures and organisms engaged in the fight against exclusion
  • Contribute a concrete response to their financing needs

The fund is open to all investors, particularly employee savings management companies.


Fund NAV on 31/8/2011 : 4012,34 €

Read the last quarterly reporting (in french).

Examples of solidarity investing

habitats solidairesHabitats Solidaires contributes to insertion through the housing of families in the Paris region suffering from exclusion by mobilising the investments needed for public housing rehabilitation programmes.

More information on habitats-solidaires.fr

 

siel bleuSiel Bleu seeks to prevent the negative effects of immobility and aging on elderly, sick and/or handicapped persons through adapted physical activity programmes.

More information on sielbleu.org



Key figures

  • Founded in 2008
  • 21 employees including 5 fund managers
  • 1.5 billion euros in AuM
  • Depository:
    BNP Paribas Securities Services
  • Valuation agent:
    BNP Paribas Fund Services

Contact us

For any additional information, please contact our sales teams.

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