Mesure d'Impact et Label ISR: Analyse et Recommendations (Impact Measurement and SRI Label: Analysis and Recommendations)

Report and recommendations written by the Scientific Committee for the French Ministry for the Economy and Finance regarding the “impact assessment” regulation of Socially Responsible Investment (SRI) mutual funds.

136 Pages Posted: 1 Jul 2020

See all articles by Diane-Laure Arjaliès

Diane-Laure Arjaliès

Ivey Business School at Western University

Pierre CHOLLET

Université Montpellier I

Patricia Crifo

Ecole Polytechnique, Palaiseau - Department of Economics; CREST-ENSAE; Center for Interuniversity Research and Analysis on Organization (CIRANO)

Nicolas Mottis

ECOLE POLYTECHNIQUE

Date Written: September 21, 2018

Abstract

French abstract: Ce rapport présente les travaux du Groupe de Travail Impact lancé lors de la réunion du Comité du Label ISR du 1e décembre 2017, coordonnée par Nicolas Mottis pour le Comité Scientifique du Label ISR et qui a réuni une trentaine d’acteurs de la place financière parisienne sur les questions de mesure d’impact des fonds labélisés.

Ce groupe a fonctionné de décembre 2017 à juin 2018 avec l’objectif de faire des propositions concrètes au Comité du Label ISR, notamment sur l’évolution du référentiel utilisé comme base de labellisation des fonds.
Il a réalisé de nombreuses auditions d’acteurs français et internationaux, une revue de littérature large sur la question de l’impact, une enquête ouverte par questionnaire et un appel à propositions.

Cela a conduit à la formulation de 4 propositions visant à améliorer la prise en compte des questions d’impact par le label. Ces propositions seront présentées au Comité du Label à l’automne 2018.

English abstract: This report presents the work of the Impact Working Group launched at the meeting of the SRI Label Committee on December 1, 2017, coordinated by Nicolas Mottis for the Scientific Committee of the SRI Label and which brought together around thirty players from the Parisian financial center on questions of measuring the impact of labeled funds.

This group operated from December 2017 to June 2018 with the objective of making concrete proposals to the SRI Label Committee, in particular on the evolution of the benchmark used as the basis for labeling funds.

He has carried out numerous hearings with French and international actors, a broad literature review on the issue of impact, an open survey by questionnaire and a call for proposals.

This led to the formulation of 4 proposals aimed at improving the taking into account of impact issues by the label. These proposals will be presented to the Label Committee in the fall of 2018.

Suggested Citation

Arjaliès, Diane-Laure and CHOLLET, Pierre and Crifo, Patricia and Mottis, Nicolas, Mesure d'Impact et Label ISR: Analyse et Recommendations (Impact Measurement and SRI Label: Analysis and Recommendations) (September 21, 2018). Report and recommendations written by the Scientific Committee for the French Ministry for the Economy and Finance regarding the “impact assessment” regulation of Socially Responsible Investment (SRI) mutual funds. , Available at SSRN: https://ssrn.com/abstract=3559718

Diane-Laure Arjaliès (Contact Author)

Ivey Business School at Western University ( email )

London, Ontario
Canada

HOME PAGE: http://www.ivey.uwo.ca/faculty/directory/diane-laure-arjalies/

Pierre CHOLLET

Université Montpellier I ( email )

Avenue de la Mer Site Richter
163 Rue Auguste Broussonnet
Montpellier, Cedex 2 34090
France

Patricia Crifo

Ecole Polytechnique, Palaiseau - Department of Economics ( email )

Route de Saclay
Palaiseau, 91120
France

CREST-ENSAE ( email )

France

Center for Interuniversity Research and Analysis on Organization (CIRANO)

2020 rue University, 25th floor
Montreal H3C 3J7, Quebec
Canada

Nicolas Mottis

ECOLE POLYTECHNIQUE ( email )

Route de Saclay
Palaiseau, 91128
France

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