BPCE_REGISTRATION_DOCUMENT_2017
SOCIAL, ENVIRONMENTAL AND SOCIETAL INFORMATION A range of services to meet the challenges facing our customers
€ 4 billion in AUM in October 2017. Both ranges, managedby Mirova, provide clients with a viable and sustainable alternative to conventional financial investments.
by allocating resources to entities in the social and solidarity-based economy. Natixis Interépargne’sSRI expertise is fully on display in the Cap ISR and Impact ISR ranges, which together accounted for nearly
Change 2016-2017
2017
Indicator (AUM in millions of euros)
2016
2015
AUM in SRI and/orsolidarity-based employee savings funds – Banque Populaire network AUM in SRI and/orsolidarity-based employee savings funds – Caisse d’Epargnenetwork TOTALSRI AND/OR SOLIDARITY-BASED EMPLOYEESAVINGS FUNDSSOLD BYTHE BANQUE POPULAIRE BANKS AND THE CAISSES D’EPARGNE
1,719.2
1,619.4
1,543
6%
233
197
160.7
18%
1,951.8
1,816.4
1,703.7
7%
Mirova – the NatixisAsset Managementsubsidiarythat pioneeredSRI in France – which encompasses theme- and solidarity-based responsible funds. The Finansol, TEEC and SRI certificationsawarded The Banque Populaire banks and the Caisses d’Epargne distributed € 1,314 million in SRI and solidarity-basedfunds to their customersin 2017 (up27% vs.2016). to someof these funds are asign of theirquality.
SRI and solidarity-based funds
The Banque Populaire banks and the Caisses d’Epargne offer a range of socially responsibleinvestment(SRI) products in order to meet the needs of customers who are concerned about the impact of their investmentdecisionsand who want to give meaning to their savings. This range includes the line of responsible investments managed by
Change 2016-2017
2017
Indicator (AUM in millions of euros)
2016
2015
SRI funds sold – BanquePopulaire network SRI funds sold – Caisse d’Epargne network
522.2 792.1
511.2 521.7
496.8 442.2
2%
52%
TOTALSRI FUNDSSOLD BYTHE BANQUE POPULAIRE BANKS AND THE CAISSES D’EPARGNE
1,314.3
1,032.9
939
27%
CHANGE IN NEW SRI FUNDS SOLD BY THE BANQUE ➡ POPULAIRE BANKS (IN MILLIONS OF EUROS)
CHANGE IN NEW SRI FUNDS SOLD BY THE CAISSES ➡ D’EPARGNE (IN MILLIONS OF EUROS)
6
792.1
522.2
466.6
521.7
511.2
496.8
442.2
112.1
156.8
131.7
201.6
108.0
217.7
122.0
226.1
211.4
114.0
118.5
Ordinary passbook savings account Life insurance
Ordinary passbook savings account Life insurance
154.0
153.3
207.0
206.1
167.0
212.2
Personal equity plan
Personal equity plan
2015
2016
2017
2015
2016
2017
535
Registration document 2017
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