{"id":14444,"date":"2022-12-13T17:28:46","date_gmt":"2022-12-13T16:28:46","guid":{"rendered":"https:\/\/www.covalence.ch\/?page_id=14444"},"modified":"2026-02-09T13:39:18","modified_gmt":"2026-02-09T12:39:18","slug":"investisseurs","status":"publish","type":"page","link":"https:\/\/www.covalence.ch\/index.php\/fr\/services-fr\/investisseurs\/","title":{"rendered":"Investisseurs"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column]<style>.vcex-icon-box.vcex_69e17a9e74445 .vcex-icon-box-heading{color:#2e7db1;font-size:22px;font-weight:400;}.vcex-icon-box.vcex_69e17a9e74445 .vcex-icon-box-icon{color:#2e7db1;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-one wpex-flex wpex-text-left vc_custom_1591377362299 vcex_69e17a9e74445\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--icon wpex-flex-shrink-0 wpex-mr-20\"><div class=\"vcex-icon-box-icon wpex-items-center wpex-justify-center wpex-child-inherit-color wpex-text-center wpex-leading-none wpex-flex wpex-text-1\"><span class=\"wpex-flex wpex-icon--w wpex-icon\" aria-hidden=\"true\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 34 32\"><path d=\"M17.143 0l17.143 6.857v2.286h-2.286q0 0.464-0.366 0.804t-0.866 0.339h-27.25q-0.5 0-0.866-0.339t-0.366-0.804h-2.286v-2.286zM4.571 11.429h4.571v13.714h2.286v-13.714h4.571v13.714h2.286v-13.714h4.571v13.714h2.286v-13.714h4.571v13.714h1.054q0.5 0 0.866 0.339t0.366 0.804v1.143h-29.714v-1.143q0-0.464 0.366-0.804t0.866-0.339h1.054v-13.714zM33.054 28.571q0.5 0 0.866 0.339t0.366 0.804v2.286h-34.286v-2.286q0-0.464 0.366-0.804t0.866-0.339h31.821z\"><\/path><\/svg><\/span><\/div><\/div><div class=\"vcex-icon-box-text wpex-flex-grow\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Investir avec sens<\/h2><\/div><\/div>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1671036220170{margin-bottom: 24px !important;}&#8221; font_size=&#8221;18&#8243;]\n<p style=\"text-align: justify;\">Covalence fournit aux investisseurs et aux g\u00e9rants d&#8217;actifs des notations ESG, indicateurs de risque d&#8217;\u00e9coblanchiment, scores ODD, suivi de l&#8217;actualit\u00e9 ESG et solutions d&#8217;investissement. Nous sommes aussi impliqu\u00e9s dans la formation continue des professionnels de la finance.<\/p>\n[\/vc_column_text][vc_tta_accordion style=&#8221;modern&#8221; color=&#8221;black&#8221; spacing=&#8221;4&#8243; c_icon=&#8221;triangle&#8221; active_section=&#8221;6&#8243; no_fill=&#8221;true&#8221; collapsible_all=&#8221;true&#8221; el_class=&#8221;AccordeonServices&#8221;][vc_tta_section title=&#8221;Notation ESG&#8221; tab_id=&#8221;1603468654610-fc8d6a80-bf18&#8243;][vc_column_text css=&#8221;.vc_custom_1705422313602{margin-bottom: 18px !important;}&#8221;]\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.covalence.ch\/docs\/ESGSnapshotSample.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14960 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-300x160.png\" alt=\"\" width=\"300\" height=\"160\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-300x160.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-1024x547.png 1024w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample-768x410.png 768w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ESGSnapshotSample.png 1065w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Nos notations ESG mensuelles couvrent 15\u2019000 soci\u00e9t\u00e9 cot\u00e9es \u00e0 l\u2019\u00e9chelle globale.<\/p>\n<p style=\"text-align: justify;\">Elles s\u2019appuient sur les donn\u00e9es publi\u00e9es par les entreprises (divulgation) et sur le sentiment m\u00e9diatique refl\u00e9tant la perception des parties prenantes telles que m\u00e9dias et ONG (r\u00e9putation), tant positif (approbations) que n\u00e9gatif (controverses).<\/p>\n<p style=\"text-align: justify;\">Ces notations sont utiles pour la gestion des risques, l\u2019investissement factoriel, le screening positif et n\u00e9gatif, l\u2019int\u00e9gration ESG et l\u2019investissement th\u00e9matique.<\/p>\n[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_Ratings_Methodolology.pdf\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">M\u00e9thodologie<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/ESGSnapshotSample.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Example<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:c&#111;&#110;t&#097;&#099;&#116;&#064;c&#111;&#118;alen&#099;e&#046;ch&#063;su&#098;&#106;&#101;ct=Notat&#105;on%20ES&#071;\" class=\"vcex-button theme-button inline\" title=\"Notation ESG\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Norms-based exclusions monitor&#8221; tab_id=&#8221;1704894840959-a9cb97b8-374c&#8221;][vc_column_text css=&#8221;.vc_custom_1770640754330{margin-bottom: 18px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-15690\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2025\/12\/morocco-300_212.png\" alt=\"\" width=\"300\" height=\"212\" \/>Les investisseurs institutionnels et les gestionnaires d\u2019actifs font face \u00e0 des demandes croissantes d\u2019exclusions de certaines entreprises en raison d\u2019un comportement jug\u00e9 non conforme aux normes internationales.<\/p>\n<p>Avec l\u2019outil Norms-based exclusions monitor, Covalence veut aider les investisseurs professionnels \u00e0 mieux g\u00e9rer ces demandes. Toutes les exclusions bas\u00e9e sur des normes (sur le comportement) font l&#8217;objet d&#8217;un suivi trimestriel.<\/p>\n<p>Cet outil recense 60 listes d\u2019exclusions publi\u00e9es, dans le cadre de leur politique d\u2019investissement responsable, par des d\u00e9tenteurs d\u2019actifs et des gestionnaires d\u2019actifs, ainsi que par les Nations Unies. Il comprend\u00a0: &gt; 1000 entreprises cit\u00e9es\u00a0; mise \u00e0 jour trimestrielle\u00a0; suivi et ajout r\u00e9gulier de nouvelles listes\u00a0; documentation transparente des sources.<\/p>\n<p>Cet outil est utile \u00e0 plusieurs niveaux:<\/p>\n<ul>\n<li>Aide \u00e0 la d\u00e9cision<\/li>\n<li>Conformit\u00e9 r\u00e9glementaire<\/li>\n<li>Benchmarking<\/li>\n<li>Gestion des risques<\/li>\n<li>Gestion de la r\u00e9putation<\/li>\n<\/ul>\n<p>Cet outil peut \u00eatre command\u00e9 sous la forme d\u2019un achat unique ou d\u2019un abonnement annuel.<\/p>\n<p>Une pr\u00e9sentation d\u00e9taill\u00e9e est disponible sur demande.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:&#099;&#111;&#110;ta&#099;&#116;&#064;c&#111;v&#097;&#108;&#101;&#110;&#099;e.ch?&#115;u&#098;j&#101;&#099;&#116;&#061;&#078;o&#114;ms-&#098;&#097;&#115;&#101;&#100;&#032;e&#120;&#099;&#108;usion&#115;%20mo&#110;i&#116;or\" class=\"vcex-button theme-button inline\" title=\"Norms-based exclusions monitor\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Rapports de portefeuille&#8221; tab_id=&#8221;1764591723214-ae702640-2074&#8243;][vc_column_text css=&#8221;.vc_custom_1705422327852{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_Sample_Portfolio_Report.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14964 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/Pfotable_Sample_Portfolio_Repor_v2t-300x212.png\" alt=\"\" width=\"300\" height=\"212\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/Pfotable_Sample_Portfolio_Repor_v2t-300x212.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/Pfotable_Sample_Portfolio_Repor_v2t.png 655w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Covalence agr\u00e8ge ses notations ESG pour produire sur demande des rapports de portefeuille de 3 \u00e0 4 pages.<\/p>\n<p>Nos notations ESG combinent une mesure de r\u00e9putation, traduisant la perception des parties prenantes telles que les m\u00e9dias et les ONG, \u00e0 la fois positive (approbations) et n\u00e9gative (controverses), et un score de divulgation, bas\u00e9 sur les indicateurs ESG rapport\u00e9s par les entreprises et provenant d&#8217;un fournisseur externe, ainsi que sur les communications d&#8217;entreprise.<\/p>\n<p>Les rapports de portefeuille contiennent les mesures suivantes: ESG, E, S, G, 11 cat\u00e9gories sous-jacentes, divulgation, r\u00e9putation, controverse, indicateur de risque d&#8217;\u00e9coblanchiment.<\/p>\n<p>Cas d&#8217;utilisation: gestion de portefeuille, audits ESG, \u00e9valuation de gestionnaires d&#8217;actifs, r\u00e9ponse \u00e0 des appels d&#8217;offres.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_Ratings_Methodolology.pdf\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">M\u00e9thodologie<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_Sample_Portfolio_Report.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Example de rapport<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:&#099;&#111;&#110;&#116;a&#099;&#116;&#064;&#099;o&#118;a&#108;enc&#101;&#046;c&#104;&#063;&#115;ubje&#099;t=Ra&#112;&#112;o&#114;ts&#032;&#100;&#101;&#032;p&#111;&#114;te&#102;e&#117;&#105;&#108;&#108;e\" class=\"vcex-button theme-button inline\" title=\"Notation ESG\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Donn\u00e9es d&#8217;actualit\u00e9 ESG&#8221; tab_id=&#8221;1544182660845-e66cb304-1e00&#8243;][vc_column_text css=&#8221;.vc_custom_1705422341258{margin-bottom: 18px !important;}&#8221;]\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_News_CollectionandClassification_Methodology.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14968 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-300x178.png\" alt=\"\" width=\"300\" height=\"178\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-300x178.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-1024x606.png 1024w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670-768x455.png 768w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/mockup-monitor_3750-2670.png 1064w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Depuis 2001 nous suivons l\u2019actualit\u00e9 ESG en continu, tant les informations positives (illustrant les efforts des entreprises en mati\u00e8re de durabilit\u00e9) que n\u00e9gatives (refl\u00e9tant les controverses et les d\u00e9fis qui leur sont pos\u00e9s).<\/p>\n<p style=\"text-align: justify;\">Ce service est utile pour identifier les opportunit\u00e9s li\u00e9es \u00e0 l\u2019ESG et pour la gestion des risques l\u00e9gaux, \u00e9conomiques et de r\u00e9putation. Nos donn\u00e9es m\u00e9diatiques dynamiques et granulaires documentent les pratiques ESG (crit\u00e8res inspir\u00e9s de la GRI), l\u2019impact (ODD, SFDR) et la mat\u00e9rialit\u00e9 (SASB), fournissant des signaux utiles \u00e0 l\u2019investissement factoriel.<\/p>\n<p style=\"text-align: justify;\">Ce flux d\u2019information est disponible sur notre outil de visualisation de donn\u00e9es interactif. Les donn\u00e9es peuvent \u00e9galement \u00eatre livr\u00e9es via FTP, email ou API en diff\u00e9rents formats (.xlsx, csv, json). Enfin, nous proposons un service d\u2019alertes email informant sur les affaires r\u00e9centes et les nouveaux d\u00e9veloppements.<\/p>\n[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_ESG_News_CollectionandClassification_Methodology.pdf\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">M\u00e9thodologie<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:con&#116;ac&#116;&#064;cov&#097;l&#101;&#110;c&#101;&#046;c&#104;?&#115;ubj&#101;ct&#061;&#083;&#117;i&#118;&#105;%20de%20&#108;&#039;actu&#097;&#108;i&#116;\u00e9%20E&#083;&#071;\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Indicateur de risque d&#8217;\u00e9coblanchiment&#8221; tab_id=&#8221;1652825976045-ec9c67a2-0c38&#8243;][vc_column_text css=&#8221;.vc_custom_1715686240343{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_Indicateur_de_risque_decoblanchiment_LivreBlanc.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14284 size-full\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2022\/05\/speaker-icon-24-cov-colors_300-3.png\" alt=\"\" width=\"300\" height=\"231\" \/><\/a>Le syst\u00e8me de notation ESG de Covalence s\u2019est enrichi d&#8217;un indicateur de risque d\u2019\u00e9coblanchiment mettant en \u00e9vidence les divergences entre les promesses et les actions des entreprises en mati\u00e8re de durabilit\u00e9. Tel un d\u00e9tecteur de sinc\u00e9rit\u00e9, ce nouvel indicateur donne une image plus r\u00e9aliste de leurs performances ESG tout en permettant d&#8217;\u00e9valuer la cr\u00e9dibilit\u00e9 des engagements de durabilit\u00e9, d\u2019analyser les risques ESG, d&#8217;identifier des leaders ESG cr\u00e9dibles et de rep\u00e9rer les entreprises les plus avanc\u00e9es.<\/p>\n<p>L&#8217;indicateur de risque d&#8217;\u00e9coblanchiment est obtenu en comparant le sentiment m\u00e9diatique prospectif et r\u00e9trospectif. Les donn\u00e9es prospectives couvrent les engagements de durabilit\u00e9 et les d\u00e9clarations d&#8217;intention des entreprises, tandis que les donn\u00e9es r\u00e9trospectives refl\u00e8tent la fa\u00e7on dont les parties prenantes per\u00e7oivent leurs r\u00e9alisations et leurs actions pass\u00e9es.<\/p>\n<p>Cas d&#8217;utilisation: analyse des risques de portefeuille et reporting, gestion de la r\u00e9putation institutionnelle, gestion de portefeuille, int\u00e9gration ESG, engagement actionnarial<\/p>\n<p>En 2024, des chercheurs de l&#8217;Institut polytechnique de Paris ont r\u00e9dig\u00e9 un article acad\u00e9mique utilisant des donn\u00e9es de Covalence, <a href=\"https:\/\/papers.ssrn.com\/sol3\/papers.cfm?abstract_id=4644741\" target=\"_blank\" rel=\"noopener\">Can Investors Curb Greenwashing?<\/a>[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_Indicateur_de_risque_decoblanchiment_LivreBlanc.pdf\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Livre blanc<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/ESGSnapshotSample.pdf\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Example<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"\" class=\"vcex-button theme-button inline\" title=\"Indicateur de risque d&#039;\u00e9coblanchiment\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Scores ODD et th\u00e9matiques&#8221; tab_id=&#8221;1661173052674-baef33ae-d655&#8243;][vc_column_text css=&#8221;.vc_custom_1705422372441{margin-bottom: 18px !important;}&#8221;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_SDG_Mapping_Methodology.pdf\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14971 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01-300x300.png\" alt=\"\" width=\"300\" height=\"300\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01-300x300.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01-150x150.png 150w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/SDG-Wheel_Transparent-01.png 750w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Covalence filtre ses donn\u00e9es ESG et les recode avec les Objectifs de D\u00e9veloppement Durable afin de montrer l&#8217;exposition des entreprises aux ODD et de documenter leurs impacts positifs, fournissant ainsi un mat\u00e9riel utile \u00e0 l&#8217;analyse d&#8217;impact et soutenant les strat\u00e9gies d&#8217;investissement th\u00e9matiques.<\/p>\n<p>Le recodage des donn\u00e9es ESG avec les ODD a lieu dans les deux dimensions de la m\u00e9thodologie de Covalence, divulgation et r\u00e9putation.<\/p>\n<p>A titre d\u2019exemple, l&#8217;Union europ\u00e9enne a utilis\u00e9 nos scores ODD pour produire le <a href=\"https:\/\/op.europa.eu\/en\/publication-detail\/-\/publication\/02ab5f6a-c9bd-11ec-b6f4-01aa75ed71a1\/language-en\">2021 EU Industrial R&amp;D Investment Scoreboard<\/a>.<\/p>\n<p>De m\u00eame, les donn\u00e9es peuvent \u00eatre filtr\u00e9es en fonction de nombreux th\u00e8mes diff\u00e9rents, tels que l&#8217;huile de palme, l&#8217;IA, la biodiversit\u00e9, l&#8217;\u00e9conomie circulaire, la diversit\u00e9 ethnique ou l&#8217;esclavage moderne, afin de produire des scores th\u00e9matiques sur mesure.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.covalence.ch\/docs\/Covalence_SDG_Mapping_Methodology.pdf\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">M\u00e9thodologie<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/op.europa.eu\/en\/publication-detail\/-\/publication\/02ab5f6a-c9bd-11ec-b6f4-01aa75ed71a1\/language-en\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">EU scoreboard<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:con&#116;&#097;ct&#064;&#099;o&#118;&#097;&#108;e&#110;&#099;e&#046;&#099;&#104;?&#115;&#117;&#098;j&#101;&#099;&#116;=Score&#115;%20O&#068;D\" class=\"vcex-button theme-button inline\" title=\"Indicateur de risque d&#039;\u00e9coblanchiment\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;Education&#8221; tab_id=&#8221;1592383956833-9e96fe1e-c734&#8243;][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]L\u2019associ\u00e9-g\u00e9rant de Covalence, Antoine Mach, intervient comme formateur en finance durable et analyse ESG dans plusieurs contextes\u00a0:<\/p>\n<ul>\n<li><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-15285\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-300x128.png\" alt=\"\" width=\"300\" height=\"128\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-300x128.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-1024x436.png 1024w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-768x327.png 768w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-1536x653.png 1536w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/12\/SAQ_Logo_RGB-2048x871.png 2048w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>Formation internes, s\u00e9minaires et ateliers con\u00e7us pour aider les banques et les gestionnaires d\u2019actifs \u00e0 se conformer aux directives de l\u2019ASB sur les <a href=\"https:\/\/www.swissbanking.ch\/_Resources\/Persistent\/2\/8\/0\/1\/280145cdf6493a62f3f80b46d5672d336baf5702\/ASB_Directives_conseil_en_placement_et_la_gestion_de_fortune_FR_2024%20%281%29.pdf\">placements ESG<\/a> et sur les <a href=\"https:\/\/www.swissbanking.ch\/_Resources\/Persistent\/5\/1\/4\/e\/514ec876599db2b0245fb8d4d95e1fd2eb36780c\/ASB_Directives_fournisseurs_dhypoth\u00e8ques_relatives_\u00e0_lam\u00e9lioration_de_l\u2019efficacit\u00e9_\u00e9nerg\u00e9tique_des_b\u00e2timents_FR.pdf\">cr\u00e9dits hypoth\u00e9caires durables<\/a>, ainsi qu\u2019\u00e0 l\u2019<a href=\"https:\/\/www.am-switzerland.ch\/fr\/autoregulation\/autoregulation-sustainable-finance\">autor\u00e9gulation<\/a> de l\u2019AMAS sur la durabilit\u00e9. Ces formations peuvent \u00eatre reconnues comme mesures de recertification SAQ.<\/li>\n<li>Directeur du programme <a href=\"https:\/\/www.isfb.ch\/2023\/01\/01\/certificat-isfb-specialiste-en-finance-durable\/\" target=\"_blank\" rel=\"noopener\">Certificat ISFB Finance Durable<\/a> propos\u00e9 par l&#8217;Institut sup\u00e9rieur de formation bancaire (formation courte)<\/li>\n<li>Co-directeur du <a href=\"https:\/\/www.hesge.ch\/heg\/formations\/formation-continue\/formations-diplomantes\/certificate-advanced-studies-cas\/sustainable-finance#program-overview\" target=\"_blank\" rel=\"noopener\">CAS Sustainable Finance<\/a> offert par la Haute \u00e9cole de gestion de Gen\u00e8ve (HEG), laur\u00e9at du prix de la meilleure innovation p\u00e9dagogique lors des <a href=\"https:\/\/www.fir-pri-awards.org\/\">FIR-PRI Finance &amp; Sustainability Awards 2019\u00a0<\/a>(formation longue)<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.hesge.ch\/heg\/formation-continue\/cas\/sf\/training-programme-sustainable-finance\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">CAS Sustainable Finance HEG<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/www.isfb.ch\/2023\/01\/01\/certificat-isfb-specialiste-en-finance-durable\/\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Certificat ISFB Finance Durable<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:&#097;nt&#111;&#105;ne&#046;ma&#099;h&#064;c&#111;&#118;a&#108;ence&#046;&#099;&#104;&#063;&#115;&#117;b&#106;&#101;&#099;&#116;&#061;&#067;A&#083;&#032;&#083;&#117;&#115;tai&#110;ab&#108;&#101;%20F&#105;&#110;&#097;&#110;&#099;e\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=&#8221;ZKB Tracker Certificate Dynamic on Sustainable Swiss Small and Mid-Caps&#8221; tab_id=&#8221;1504632464866-2e16e781-9846&#8243;][vc_column_text css=&#8221;.vc_custom_1705422386736{margin-bottom: 18px !important;}&#8221;]\n<p style=\"text-align: justify;\"><a href=\"https:\/\/zkb-finance.mdgms.com\/products\/stp\/tracker\/prochart.html?FI_ID_NOTATION=268163573\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-14978 size-medium\" style=\"margin-bottom: 16px;\" src=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ZKB_TRACKER-ZERTIFIKAT_DYNAMISCH_AUF_SUSTAINABLE_SWISS_SMALL_AND_MID_CAPS_Wed_Jan_10_2024_1608-300x169.png\" alt=\"\" width=\"300\" height=\"169\" srcset=\"https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ZKB_TRACKER-ZERTIFIKAT_DYNAMISCH_AUF_SUSTAINABLE_SWISS_SMALL_AND_MID_CAPS_Wed_Jan_10_2024_1608-300x169.png 300w, https:\/\/www.covalence.ch\/wp-content\/uploads\/2024\/01\/ZKB_TRACKER-ZERTIFIKAT_DYNAMISCH_AUF_SUSTAINABLE_SWISS_SMALL_AND_MID_CAPS_Wed_Jan_10_2024_1608.png 684w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Covalence SA, soci\u00e9t\u00e9 experte en notation ESG et investissement durable, et Sussland &amp; Co SA, g\u00e9rant de fortune ind\u00e9pendant, allient leurs forces pour proposer le <a href=\"https:\/\/zkb-finance.mdgms.com\/products\/stp\/tracker\/prochart.html?FI_ID_NOTATION=268163573\" target=\"_blank\" rel=\"noopener noreferrer\">ZKB Tracker Certificate Dynamic on Sustainable Swiss Small and Mid-Caps<\/a> en collaboration avec la Banque Cantonale de Zurich.<\/p>\n<p style=\"text-align: justify;\">L\u2019objectif de ce produit est de fournir aux investisseurs un portefeuille hautement diversifi\u00e9 d\u2019actions de soci\u00e9t\u00e9s suisses \u00e0 capitalisation boursi\u00e8re petite et moyenne ayant d\u00e9montr\u00e9 concr\u00e8tement leur conformit\u00e9 aux crit\u00e8res ESG ainsi qu\u2019un impact positif sur les communaut\u00e9s.<\/p>\n<p style=\"text-align: justify;\">L\u2019univers d\u2019investissement inclut les soci\u00e9t\u00e9s dot\u00e9es de capitalisations boursi\u00e8res entre CHF 500 millions et 20 milliards, et obtenant un score ESG sup\u00e9rieur \u00e0 la moyenne, soit environ 80 soci\u00e9t\u00e9s.<\/p>\n[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"https:\/\/zkb-finance.mdgms.com\/products\/stp\/tracker\/prochart.html?FI_ID_NOTATION=268163573\" class=\"vcex-button theme-button inline\" title=\"M\u00e9thodologie\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Page du produit<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<a href=\"mailto:co&#110;&#116;ac&#116;&#064;cova&#108;&#101;n&#099;&#101;&#046;ch?&#115;&#117;bj&#101;&#099;t&#061;ZK&#066;&#032;&#084;&#114;a&#099;k&#101;&#114;\" class=\"vcex-button theme-button inline\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Contact<\/span><\/a> [\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221;][vc_column][vc_column_text css=&#8221;.vc_custom_1671036220170{margin-bottom: 24px !important;}&#8221; font_size=&#8221;18&#8243;] Covalence fournit aux investisseurs et aux g\u00e9rants d&#8217;actifs des notations ESG, indicateurs de risque d&#8217;\u00e9coblanchiment, scores ODD, suivi de l&#8217;actualit\u00e9 ESG et solutions d&#8217;investissement. Nous sommes aussi impliqu\u00e9s dans la formation continue des professionnels de la finance. [\/vc_column_text][vc_tta_accordion style=&#8221;modern&#8221; color=&#8221;black&#8221; spacing=&#8221;4&#8243; c_icon=&#8221;triangle&#8221; active_section=&#8221;6&#8243; no_fill=&#8221;true&#8221; collapsible_all=&#8221;true&#8221; el_class=&#8221;AccordeonServices&#8221;][vc_tta_section title=&#8221;Notation ESG&#8221; tab_id=&#8221;1603468654610-fc8d6a80-bf18&#8243;][vc_column_text&hellip;<\/p>\n","protected":false},"author":665,"featured_media":0,"parent":14430,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-14444","page","type-page","status-publish","hentry","entry","no-media"],"_links":{"self":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/14444","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/users\/665"}],"replies":[{"embeddable":true,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/comments?post=14444"}],"version-history":[{"count":48,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/14444\/revisions"}],"predecessor-version":[{"id":15712,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/14444\/revisions\/15712"}],"up":[{"embeddable":true,"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/pages\/14430"}],"wp:attachment":[{"href":"https:\/\/www.covalence.ch\/index.php\/wp-json\/wp\/v2\/media?parent=14444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}