Candriam Sust. Equity US I $

Principal assets traded:Shares of companies with their registered office and/or their principal activities in the United States of America.Investment strategy:The fund seeks to achieve capital growth by investing in the principal assets traded and to outperform the benchmark.The investment process consists of two steps. Firstly, the eligible Environmental, Social and Governance (ESG) universe is defined using Candriam's ESG proprietary analysis. Secondly, based on this universe, a portfolio is constructed taking into account several dimensions such as financial company fundamentals, ESG factors and risk metrics (liquidity, volatility, correlation etc.) using a quantitative investment framework. This framework enables the portfolio management team to compute expected returns and risks using mathematical models based on financial company fundamentals, ESG factors and risk metrics and to construct a portfolio taking into account these expected returns and risks as well as other criteria.The fund's sustainable investment objective is to contribute to reducing greenhouse gas emissions through specific targets as well as the integration of climate related indicators in issuer and securities analysis. The fund also aims to have long-term positive impact on environment and social objectives. More specifically the fund aims to achieve overall greenhouse gas emissions at least 30% lower than those of the benchmark.To achieve these objectives the fund implements a combination of positive selection of the best issuers based on ESG criteria, exclusion of issuers detrimental to these objectives or deemed to prone to controversies.Issuers are subject to a two-pronged analysis considering how issuers activities contribute to achieving sustainable objectives on the one hand, and how issuers' operations and policies align with the interests of their key stakeholders on the other hand. The result of this analysis forms the basis to define the investable universe and guide fund manager

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No