Research & Brokerage

Commitment

Equities

ESG (Environment, Social, Governance) expertise has been developed within the research department of ODDO BHF Corporates & Markets since 2005. The team consists of four ESG analysts from a variety of backgrounds combining experience in consulting, investment and M&A, each with specific expertise in ESG topics. The team handles the ESG analysis of all stocks (small, mid and large caps) covered by financial analysts. It produces sectoral and cross-sectoral studies on ESG topics and monitors ESG information and regulations.

Our methodology is based on an analysis of risks and opportunities to identify the most material ESG issues specific to each sector and to assess the performance of companies in relation to these issues. On this basis, we provide an independent ESG opinion, combining our assessment of the company's ability to manage the most significant ESG risks facing its industry and the degree to which its strategy is aligned with a sustainable development approach.

Collaboration with financial analysts enables us to converge the financial and extra-financial analysis produced at ODDO BHF in our final recommendations and to ensure the alignment of companies' long-term strategy with sustainable outcomes.

Fixed Income

Credit Research is developing an ESG analysis method to be integrated into all studies. The approach consists in adapting traditional extra-financial analysis grids by retaining only the material criteria from a credit risk point of view and adding other indicators, making it possible to monitor weak signals of extra-financial risks.