“Arvella Investments, a London and Paris-based wealth management firm established by Bruno de Kegel and Benoit Mercereau, two former Goldman Sachs managing directors, won the Innovation Award. Its entry highlighted its proprietary climate warming metric and three-dimensional optimisation process. The former enables it to calculate the alignment of any client portfolio relative to the Paris climate goals, the latter helps clients find the optimal trade-off between risk, return and alignment to climate goals. Arvella beat-off a number of very strong […]

“As part of the Paris Agreement, 197 countries agreed that the global temperature could rise by a maximum of 2°C, with 1.5°C as a stretch target, to avoid irreversible damage to the Earth’s ecosystem and the subsequent economic risks. However, the average temperature rise caused by companies worldwide is about 3°C, according to a study published last year, with only 6% of firms below 2°C and 4% below 1.5°C. The research was based on 2,686 companies part of the I Care […]

The Earthshot Prize – the most prestigious global environment prize in history – will support the global effort to protect and restore the environment while also turning the current pessimism surrounding environmental issues into optimism, highlighting the ability of human ingenuity to bring about change. Taking inspiration from President John F. Kennedy’s Moonshot, which united millions of people around an organising goal to put man on the moon, The Earthshot Prize is centred around five ‘Earthshots’. Each is a simple […]

Citywire Selector Institutional Asset Manager Investment Week “Fulcrum has worked with environmental transition experts, Iceberg Data Lab, to create a product that is designed to be in line with science-based international best practice. The Fund is also a product of collaboration with Arvella Investments which, after an extensive yet fruitless search for an established diversified equity fund aligned with the Paris Agreement, turned to Fulcrum for a solution. “ Benoit Mercereau, CIO at Arvella Investments, says: “With most major global benchmarks on a […]

“Nous avons une double ambition. Proposer la meilleure offre de gestion patrimoniale en Europe, tout en ayant un impact positif sur la société.”

“A Morningstar analysis of SEC reports on how funds voted at US shareholder meetings this year reveals that many big asset managers’ ESG funds often side with management and vote against climate or social shareholder proposals. The new SEC data come as officials at Arvella Investments published research showing a big variety in climate proposal support from index funds. In 2018, BlackRock supported only 23 per cent of climate change proposals while Legal & General supported 85 per cent.” Green property financing, Frontier […]