BLI - Banque de Luxembourg Investments and Funds For Good are partnering up to launch two new equity funds with a dual impact objective

BLI - Banque de Luxembourg Investments and Funds For Good have jointly launched the FFG European Impact Equities and FFG American Impact Equities funds. The two companies, which have already worked closely together for almost ten years, are now forging even closer links in a solid partnership in which each company will contribute its expertise in terms of generating impact.

Through the launch of these two funds, classified as Article 9 under the Sustainable Financial Disclosure Regulation (SFDR), the two companies' common objective is to give investors access to investment strategies in which sustainability and impact are tangible at two complementary levels: at the level of the investments made in the funds by the BLI teams and also post-investment through the direct and local impact activities developed by Funds For Good IMPACT.

We've been working with FFG for almost ten years and, over that time, we've been able to see the merits of the impact initiatives they've developed. Having them at our side for this new project seemed an obvious choice. Fanny Nosetti-Perrot, CEO of BLI - Banque de Luxembourg Investments

"The launch of these two sub-funds is the result of our desire as a management company to offer investment solutions that remain solid in terms of their risk/return profile, while deploying socially responsible investment in the most relevant way possible. Our intention was to develop a management methodology that integrates sustainability and impact generation at the heart of portfolios, while adding a more concrete and tangible impact dimension. We've been working with FFG for almost ten years and, over that time, we've been able to see the merits of the impact initiatives they've developed. Having them at our side for this new project seemed an obvious choice," explains Fanny Nosetti-Perrot, Chief Executive Officer (CEO) of BLI - Banque de Luxembourg Investments.

The Funds For Good business model, through which half of the company's profits are donated each year to its social activities, could not function without a range of high-performance, competitive investment products, managed by solid companies.  Nicolas Crochet, co-CEO and co-founder of Funds For Good

"The Funds For Good business model, through which half of the company's profits are donated each year to its social activities, could not function without a range of high-performance, competitive investment products, managed by solid companies in which investors can have confidence over the long term. The first company to believe in our model back in 2011, and to sign up to it, was BLI ", adds Nicolas Crochet, co-CEO and co-founder of Funds For Good. "Despite clear advances in responsible investment practices, many questions remain about the tangibility or additionality of certain investment products. So it was only natural that, by combining our ideas with the teams at BLI, we decided to pool our strengths to create liquid investment solutions that offer investors a dual and complementary view of impact: the first, within the investment portfolios, using the methodology developed by BLI. The second, with Funds For Good, is to provide funding and support for courageous but financially vulnerable people who are trying to re-enter the world of work through entrepreneurship, as well as for entrepreneurs in their region who have a project with a strong social or environmental dimension.”

Our aim is to invest in quality companies whose products and/or services make a direct and significant contribution to achieving one or more of the Sustainable Development Goals. Tom Michels, FFG European Impact Equities' fund manager

In terms of management, the investment methodology implemented is based on the Business-Like Investing approach that is BLI's DNA, to which is added a notion of impact using the United Nations' Sustainable Development Goals (SDGs) as an anchor. "In concrete terms, we have developed an original approach based on the 'Impact, Quality, Value' triptych. Our aim is to invest in quality companies whose products and/or services make a direct and significant contribution to achieving one or more of the Sustainable Development Goals. We have chosen not to focus on any one theme in particular, but rather to cover both social and environmental concerns in order to benefit from the interconnections that exist between the different themes," explains Tom Michels, manager of the FFG European Impact Equities fund.

Practical information on the new sub-funds

This document is a marketing communication intended for information purposes only and does not constitute investment advice, a recommendation or an inducement to invest and should not be construed as legal or fiscal advice. The views and opinions expressed in this publication are those of the authors and shall in no way bind BLI - Banque de Luxembourg Investments ("BLI"). BLI shall not be liable for the provision of such information or as a result of any decision made by any person, whether a BLI client or not, based on such information, such person remaining solely responsible for his or her own decisions. Persons intending to invest should ensure that they understand the risks involved in their investment decisions and should refrain from investing until they have carefully assessed, in consultation with their own professional advisers, the suitability of their investments to their specific financial situation, in particular with regard to legal, fiscal and accounting aspects. It is also reminded that the past performance of a financial product does not prejudge future performance.