In their supervision priorities for 2024, the AMF (French financial regulator) announced the enforcement of actions against ill-advised ESG Engagement & Voting policies. The planned crackdown will encompass repressive measures where relevant, particularly where investors are damaged.

This stems from the increased importance of ESG engagement and voting policies on investment managers’ behavior and commercialization efforts.

The AMF will assess, among other elements, the human and technical resources applied, the link between the engagement and the decision to invest or divest, the ex-ante and ex-post information to investors, and the tracking and control framework.

Our ESG Engagement solution responds to these regulatory requirements by offering users of investment firms an easy log, retrieval, and tracking of all ESG engagement activities and cases, directly from Microsoft Office Products (Outlook, Word, Excel, and more). It is also supported by a solid data structure enabling deep customisation and detailed auditing.