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Union Bancaire Gestion Institutionnelle (France) S.A.S. (“UBP Asset Management (France)”) is an investment portfolio management company that has been registered with the French Autorité des marchés financiers (Financial Markets Authority) since 2 September 1998 (registration number 98041). UBP Asset Management (France) was created in 1998 as the French subsidiary of UBP Asset Management (Europe) S.A. and is also affiliated to the French Asset Management Association (AFG).
To date, and given the wide variety of investment strategies operated, UBP Asset Management (France) does not apply the fundamental principles relating to social, environmental and corporate-governance issues to all of its investment management. However, for dedicated funds or mandates managed by us for our clients, as well as for a specific convertible bond fund, we apply investment strategies which respect these principles (see the socially responsible investment (SRI) transparency code below).
* This business may generate retrocessions on part of the fees charged by the UCITS.
** As at 31 December 2017.
As per applicable regulations and UBP’s internal directives, UBP Asset Management (France) has implemented a voting policy suited to its activities. This policy stipulates the circumstances in which we intend to exercise the voting rights that come with ownership of shares in the UCITS we manage. This policy is available upon request from the management firm.
The report on the exercise of voting rights for funds managed by UBP Asset Management (France) is also available from the management company upon request.
UBP Asset Management (France)
116, avenue des Champs-Elysées,
75008 Paris, France
Tel.: +33 1 75 77 80 80