Ecofi Investissements SA
Ecofi Investissements SA is a privately owned investment manager based in Nanterre, France. The firm was established in 1981 and provides investment management services to both individuals and institutional investors. Ecofi is known for its pioneering role in responsible and solidarity-based finance, with over 46 years of asset management experience and particular emphasis on environmental, social, and governance (ESG) integration. The firm employs approximately 109 people and is active in the management of a variety of SRI, thematic, and solidarity-based funds.
Investment Strategy
Ecofi Investissements focuses on responsible investment, anchored in a robust ESG (Environmental, Social, and Governance) approach. The firm excludes controversial industries and companies based in tax havens, emphasizing impact creation across its strategies, which include SRI funds, thematic funds, solidarity-based funds, and income-sharing funds. 100% of its mutual funds are SRI compliant, managed using an ESG filter that involves exclusion, selection, and engagement. The investment process leverages both proprietary staff and data from external ESG and voting analysis providers.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WM | WASTE MANAGEMENT | 9.60% | $8.6M | 37,750 | $209.36 | $228.82 | -$229.4K |
X XYL | J.P.MORGAN CHASE & CO | 9.53% | $8.6M | 65,600 | $131.51 | $129.36 | +$350.4K |
Z ZTS | ZOETIS INC | 9.10% | $8.2M | 52,100 | $168.36 | $155.95 | +$277.7K |
S STN | GE HEALTHCARE TECHNOLOGY | 9.09% | $8.2M | 110,500 | $85.38 | $108.68 | +$1.5M |
I IQV | IQVIA HOLDINGS INC | 8.75% | $7.9M | 50,500 | $208.03 | $157.59 | +$255.6K |