Was geschieht bei spontanen Ereignissen oder Erkenntnissen?

The concerned criteria is reviewed and the rating may be changed

Wie flexibel können Sie mit dem Fonds in Krisenzeiten reagieren?

High flexibility

Sind Absicherungsstrategien für Krisenzeiten möglich?

Yes but seldom used

In welchem Unfang kann die Cash-Quote erhöht werden?

33% max

In welche Assets kann der Fonds investieren?

The fund invest in equities.

Was tun Sie als (Fonds-) Gesellschaft intern im Bereich Umweltschutz?

For special aspects we have signed resolutions stating that CAAM would not invest in some areas such as BASM (special type of bombs…) We do not have special criteria that relates strictly towards environmental aspects but we are very active through the Credit Agricole entity on these subjects.

Welche Aktivitäten ergreifen Sie bisher, um Ihren Einfluss im Bereich Nachhaltigkeit als Investor auszuüben?

See next answer.

Welche Möglichkeiten sehen Sie, über Ihr investiertes Kapital Druck auf Unternehmen auszuüben, um diese zu nachhaltigerem Wirtschaften anzuregen?

CAAM votes at Annual General Meetings (AGM) and applies a voting policy based on governance criteria, to which social and environmental criteria were added since 2003. CAAM plays its role proactively, engaging in a “pre-AGM” dialogue with companies in order to alert them to any agenda items that it may vote against. Within the context of its shareowner engagement policies, CAAM joined the Institutional Investors' Group on Climate Change (IIGCC), the Pharmaceutical Shareowners’ Group (PSG) and the Carbon Disclosure Project in 2003 and 2004. It decided to support the Extractive Industries' Transparency Initiative (EITI) in 2006, and most recently joined the UN Global Compact Investors’ Initiatiative in 2008. The purpose of these internationally coordinated, investor initiatives is to encourage companies to improve their CSR and sustainability practices, while supporting progressive public policies in the areas of climate change, healthcare in emerging markets and transparency in relationships between companies in the extractive industries (oil, gas and mining) and host governments.

Bitte nennen Sie uns drei Gründe, weshalb Anleger in Ihren Fonds investieren sollten anstatt in ein Konkurrenzprodukt.

Clean Planet gives investors the opportunity to support the development of companies working in the areas of renewable energy, energy efficiency and waste treatment.
Clean Planet is not only a thematic fund on clean technologies but also an SRI funds. Companies are selected on the basis of ESG criteria.