Regulatory informations
At the corporate level H2O promotes sustainability and environmental awareness, and has implemented the following in an effort to reduce our footprint:
Incorporate energy and water efficiency measures including the use of energy efficient lighting, computer monitors and electric appliances
Promote efficient use of resources in all areas of business activity
Implement waste management strategies that promote waste minimisation, including removal of plastic and paper cups, recycling programme across the office premises, use of reusable cups, water bottles and cutlery. We aim to ensure that our waste is disposed of in a way that minimises its impact on the environment.
Promote the use of eco friendly transportation for business travel, as well as the use of the cycle-to-work scheme internally: a large proportion of our staff commutes to work an environment-friendly way (walking, running, cycling, taking the underground)
Take into account the environmental impact of products we use (carbon neutral paper, recycled office stationary and other office supplies)
Ensure that our staff is aware of the environmental impacts of their work activities and encourage them through awareness raising.
Engagements
Please see below the list of procedures available for review and download:
- H2O AM Data protection and privacy notice
- H2O AM Modern Slavery Statement 2023
- H2O AM Conflicts of Interest Policy
- Global Client Complaints Policy
- H2O AM Capital Requirements Directive - Pillar 3 Disclosure 2020
- H2O AM Shareholder engagement and voting policy
- H2O AM Swing Pricing Policy FAQ
- Sustainability Risks Policy
- Remuneration Policy Summary - June 2022
- Exclusions Policy
- H2O Best Execution and Best Selection policy
- Compte-rendu de la politique d'engagement actionnarial 2023
- Rapport Article 29 (2023)
- Compte rendu relatif aux frais d'intermédiation 2023
Protection contre la dilution
Swing Pricing Policy
In its wish to safeguard the interests of its long-term holders, H2O Asset Management has been implementing a swing pricing mechanism since 2017 based on the methodology recommended by the French Asset Management Association’s (AFG) charter.
The introduction of the swing pricing solely concerns the following UCITS funds:
- H2O Adagio FCP
- H2O Moderato FCP
- H2O MultiBonds FCP
- H2O MultiStrategies FCP
- H2O Vivace FCP
- H2O Allegro FCP
- H2O EuroAggregate
- H2O MultiEquities FCP
- H2O Largo
- H2O MultiAggregate Fund
- H2O Multi Emerging Debt Fund
- H2O EuroSovereign
- H2O EuroSovereign 3-5 years
- H2O MultiAsia