Systems thinking

Building responsible futures

FINéCOS helps investors design, assess and transform their responsible investment strategies, combining audit, data and foresight.

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Trusted third party

Investment funds are interfaces between pasts, presents to invest in, and responsible futures to imagine and finance.

Our approach

FINéCOS is a trusted third party, committed to helping you approach your responsible investor strategy (SRI) calmly and in a systemic way. We place the responsible investor in a dimension that is relational, spatial and temporal at once: a capacity to bring meaning into being through its strategy, its teams, its investment decisions and its relationships with stakeholders.

Taking a step back

Approaching investment funds as vehicles able to link the present to the futures to be built.

An organisational framework

Moving beyond mimetic isomorphism and information asymmetries, and re-mobilising the organisation's collective knowledge.

Questioning models

Management science, strategic foresight, design and collective intelligence to align what is said with what can be done.

Our services

For portfolio management companies, from labelling to team training.

SRI audit & ESG investment strategy

Assessing the robustness of an SRI scheme, but also understanding how it actually fits into the investment strategy, the management processes and the organisation.

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Innovative design

Formalise your responsible investor policy from a responsible futures perspective

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Short-term replacement

RFPs, documentation and reporting, vote tracking, engagement

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Thematic, sector and strategic intelligence

Analyse a market segment or an innovative theme

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SRI audit & ESG investment strategy

Assessing the robustness of an SRI scheme, but also understanding how it actually fits into the investment strategy, the management processes and the organisation.

Approach

The assignment is adapted to the maturity of the fund or management company and can cover an existing scheme, audit preparation or an evolution of the SRI strategy.

Scoping the scheme

Analysis of the fund's objectives, the investment strategy, SRI/ESG commitments, the applicable standard and the internal organisation.

Documentary and methodological review

Analysis of policies, ESG methodologies, procedures, tools, data, controls, reporting and investor documentation.

Analysis of operational practices

Examination of how ESG criteria actually come into analysis, security selection, portfolio construction, controversy monitoring, engagement and voting.

Evidence chain test

Checking the ability to link a commitment or requirement to a data point, a management decision, a control and supporting evidence.

Identifying gaps and weak points

Qualifying the risks: methodological inconsistencies, insufficient data, weak traceability, poorly defined responsibilities, incomplete documentation or practices that are hard to demonstrate.

Improvement plan

Prioritising the actions that secure the scheme, improve its auditability and, where necessary, evolve the strategy or investment processes.

Deliverables

Depending on the assignment:

maturity diagnostic of the SRI/ESG scheme;

mapping of requirements, processes, responsibilities and evidence;

analysis of gaps between documentation, methodology and management practices;

review of the ESG methodology and selection criteria;

analysis of the quality and traceability of ESG data;

control grid or mock audit;

risk matrix and points of attention;

prioritised recommendations;

operational action plan;

proposed changes to procedures, controls or reporting;

preparing teams for a certification audit or external review.

Independent auditor for AFNOR Certification

From strategy to evidence: checking that an SRI scheme is coherent, operational and demonstrable.

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Innovative design

Formalise your responsible investor policy from a responsible futures perspective

Challenge

A responsible investment policy must not merely describe ESG principles or meet regulatory requirements. It must express a vision of investment, specify the transformations sought and enable the organisation to position itself in the face of uncertain futures. The challenge is to move from a policy that is mainly normative or declarative to one able to articulate:

the investor's reason for acting;

its economic, social and environmental responsibilities;

the transformations it wishes to contribute to;

the risks and uncertainties likely to change its choices;

the trade-offs between financial performance, sustainability, impact and time horizon;

the role of the various stakeholders in building and monitoring the strategy.

The support therefore aims to build a responsible investor policy that is consistent with the organisation's identity, operational in investment decisions and flexible enough to adapt to economic, social, environmental and regulatory change.

Clarify the investor's intent

Identify the mission, the responsibilities assumed, the investment convictions and the transformations the organisation wishes to contribute to.

Analyse the existing scheme

Examine the SRI policy, investment practices, commitments, regulatory constraints, indicators, engagement schemes and governance arrangements.

Explore possible futures

Identify the main uncertainties, disruptions, controversies and transformations likely to affect portfolios, beneficiaries, organisations and territories.

Open strategic choices to discussion

Run workshops with stakeholders to make trade-offs explicit: exclusions, allocation, engagement, transition, impact, time horizon, risks and value creation.

Build the target policy

Formalise the responsible investment principles, objectives, action priorities, decision rules and associated responsibilities.

Translate the policy into practice

Link the vision to investment processes, engagement policies, indicators, management tools and reporting arrangements.

Organise its evolution over time

Set up review mechanisms to regularly re-examine assumptions, objectives and practices in light of observed transformations.

Deliverables

Depending on the assignment:

diagnostic of the existing responsible investment policy;

mapping of key issues, controversies and uncertainties;

identification of possible futures and their implications;

formulation of the reason for acting and guiding principles;

responsible investor policy formalised or overhauled;

matrix of objectives / decisions / indicators / responsibilities;

scenarios or transformation hypotheses;

strategic and operational roadmap;

principles of engagement and dialogue with stakeholders;

governance and review framework for the policy;

reporting architecture and monitoring indicators;

facilitation materials for investment committees, boards or management teams.

Experience & projects delivered

Fresque du Climat

Finance & asset management

Running workshops tailored to finance and asset management professions to link understanding of climate issues, financial risks, investment practices and portfolio decisions.

Groupe Rocher

Foresight & innovation

Design and facilitation of a foresight process on water in cosmetics to 2040. Exploration of possible futures, identification of disruptions and constraints, then emergence of innovation avenues for future product and model design.

PRO BTP Finance

Biodiversity & investment strategy

Design and facilitation of a “Biodiversity & Finance” workshop with the ESG teams. Work on biodiversity-related dependencies and impacts, available indicators and the construction of a biodiversity strategy applicable to managing an equity fund.

Aviva Investors France

Distribution & sustainable finance

Supporting distribution networks in adopting and promoting sustainable investment products. Co-construction workshops, reporting optimisation and improvement of the fund information journey.

Observatoire de l’Immobilier Durable

CSRD & sector reporting

Design and facilitation of a workshop to translate CSRD requirements into a reporting approach suited to sustainable real estate players. Work on materiality, indicators, data availability and quality, and their integration into sector reporting processes.

FAIR / Finansol

Strategic foresight & solidarity finance

Design and facilitation of a collective process to feed the 2024–2027 Strategic Operational Plan. Mobilisation of solidarity finance and social and solidarity economy stakeholders around scenarios, strategic priorities and possible transformations of their ecosystem.

FINéCOS

Action research & territorial financial innovation

Design of a participatory territorial fund prototype aiming to reconnect savings, investors and territorial projects. The approach drew on territorial foresight, mapping of interdependencies, stakeholder participation and reflection on the future effects of investment decisions.

CNAM

Research, foresight & decision

Work on strategic foresight, organisational transformation and decision-making under uncertainty. These approaches inform the design of investment policies able to go beyond a purely regulatory reading of sustainability.

Action research & regenerative finance

This activity is part of a broader reflection on the transformation of responsible finance and on investors' ability to build possible futures into their decisions. The aim is to go beyond an approach based solely on compliance, ex post measurement or risk reduction, and also to question:

the futures to which investment decisions contribute;

the transformations the investor wishes to support;

the controversies and uncertainties it has to face;

stakeholder participation;

the relationship between finance, territories and the general interest;

the conditions for transforming investment practices;

the capacity to learn and to revise policies over time.

Action research directly feeds the support offered to investors: it links foresight, strategy, governance, ESG schemes and the construction of action.

Building a responsible investment policy that looks not only at today's risks, but organises the investor's capacity to decide and act in the face of possible futures.

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Short-term replacement

Operational support in asset management and responsible finance

RFPs, documentation and reporting, vote tracking, engagement

Challenge

An absence, a vacant position, a peak in activity or a transition phase can temporarily weaken a function that is nonetheless essential to how a management company runs. The aim is to quickly ensure continuity of activities without degrading the quality of processes, deliverables or regulatory and ESG monitoring. The assignment may notably cover:

RFPs and consultations of service providers or management companies;

building, updating and securing documentation;

producing and consolidating financial or ESG reporting;

monitoring voting policies and consolidating votes;

monitoring engagement actions;

SRI and ESG indicators;

regulatory and sector monitoring;

coordinating one-off projects or campaigns;

automating processes and structuring databases.

The principle is an immediately operational reinforcement, able to quickly understand an existing scheme, maintain its continuity and prepare a clean handover to the team or person taking over.

Quick onboarding

Understanding the scope, deadlines, contacts, tools and points of attention.

Prioritising critical activities

Identifying essential outputs, regulatory deadlines, committees, reporting and operations requiring immediate continuity.

Integration into existing processes

Working within the organisation's tools, procedures and validation circuits, without imposing an overhaul of the scheme during the replacement period.

Production and coordination

Taking operational charge of the work: analyses, documentation, RFPs, reporting, provider monitoring, voting, engagement, ESG data or cross-functional projects.

Targeted securing and improvement

Identifying, where useful, weak points: missing data, poorly documented procedures, manual dependencies, possible controls or automation.

Teaching

Documentation of the work carried out, status of ongoing files, points of attention and transfer to the person or team taking over the function.

Deliverables

Depending on the assignment:

RFP files, specifications and analysis grids;

financial, ESG or regulatory reporting;

analysis notes and materials for committees;

voting and engagement tracking tables;

documentation of procedures and operating methods;

databases and monitoring tools;

SRI/ESG indicators;

regulatory or sector monitoring tools;

automation of recurring processes;

dashboard of work and deadlines;

handover note and documentation of ongoing files.

Experience to highlightExperience gained within / for

France Assureurs

Investment Department — Investment Project Officer

• industry-wide programmes; • financial and ESG reporting; • sustainable investment and biodiversity; • sector representation and advocacy.

Mazars

Audit, risk and transformation

Support assignment on implementing the CSRD, around audit and internal control issues.

Observatoire de l’Immobilier Durable

Head of the Responsible Finance unit

• managing a team dedicated to responsible finance; • EU Taxonomy guidance note on the circular economy; • work related to the French SRI label (Label ISR); • studies on the ESG/SRI practices of real estate funds and players; • studies, briefings, workshops and conferences.

Wild Trees

Consulting and operational support

• SRI due diligence on real estate vehicles; • analysis of securitisation / covered bond portfolios; • structuring of building databases; • automation of SRI processes; • sector monitoring and analysis; • design of ESG indicators and reporting.

Taking over, securing deadlines, producing and handing over.

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Thematic, sector and strategic intelligence

Analyse a market segment or an innovative theme

Challenge

In rapidly changing financial, regulatory and ESG environments, the problem is no longer just accessing information, but knowing which information is relevant, reliable, comparable and genuinely useful for decisions. Effective monitoring must make it possible to:

understand how a market or practice is evolving;

identify actors, methodologies and emerging trends;

compare peer practices;

detect regulatory, technological or methodological disruptions;

qualify sources and levels of evidence;

turn a scattered mass of documents into usable knowledge;

track the evolution of a sector or theme over time.

The aim is therefore not to produce a simple press review, but to build a structured, traceable, decision-oriented monitoring system.

Frame the monitoring question

Define the scope, actors, themes, geographies and the decisions the monitoring must inform.

Build the source universe

Identify the relevant regulatory, institutional, professional, academic and corporate sources, databases and specialist publications.

Structure the corpus

Organise documents, actors, indicators and information in an analysis grid that allows comparison over time.

Automate where relevant

Use APIs, scraping, document extraction, structured databases or AI tools to automate part of the collection, classification or detection of new content.

Analyse and qualify

Distinguish facts, statements, observed practices, hypotheses, estimates and emerging signals. Identify convergences, gaps and points of attention.

Report for decision-making

Produce a readable summary: trends, actors, risks, opportunities, methodological developments and operational consequences.

Organise updating

When the need is recurring, build a system that allows monitoring to be updated progressively and significant changes to be detected.

Deliverables

Depending on the assignment:

sector or thematic study;

practice benchmark;

actor mapping;

qualified document base;

database structured by actor or theme;

comparison sheets;

monitoring dashboard;

summary of trends and emerging signals;

decision-support note;

regulatory and methodological review;

alert or periodic tracking system;

automated collection and classification system;

updating methodology allowing the client to continue the monitoring.

Building decisions & strategic narrative — the DSY105 approach

Monitoring produces information, but information does not mechanically produce a decision. In situations marked by uncertainty, diverging interests, incomplete data or rapid change, the challenge is to understand how an organisation builds its representations of the problem, assesses its options and gradually turns those representations into action. This approach, drawing in particular on the work covered in the Cnam course DSY105 – Risks, crises and decision: steering the organisation in transformation, complements monitoring with an analysis of how decisions are built. It notably consists of working on:

the actors and their capacity for action;

the rules and constraints that structure their behaviour;

relationships of dependence, cooperation or influence;

events likely to alter the system;

the different representations of the same situation;

the state variables and evaluation dimensions used to decide;

the timeframes of the transformation;

the hypotheses of change;

possible futures and their consequences for action.

The role of narrative

Narrative is not used here as a communication tool to “tell a story” after the decision. It is an instrument for building and discussing the decision. An organisation acts on the basis of representations: what it considers important, possible, desirable, risky or impossible. Putting these representations into narrative makes the underlying assumptions visible and allows several readings of the same transformation to be compared. Narrative tools can thus be used to:

reconstruct the past trajectory of a market or an organisation;

show how certain rules or representations became established;

make controversies visible;

compare the narratives carried by different actors;

give shape to several possible futures;

discuss their consequences;

build action scenarios that decision-makers can understand.

Narrative thus becomes an interface between information, representations, scenarios and decision.

Methodological chain

Information & dataCollect and qualify

↓

Actors & relationshipsUnderstand who acts, with what resources and what dependencies

↓

Rules & controversiesIdentify what constrains action and what remains under discussion

↓

System dynamicsUnderstand interactions, events and transformations

↓

Narratives & representationsMake the different readings of the situation explicit

↓

Possible futuresExplore disruptions, uncertainties and scenarios

↓

Building the decisionCompare options and their consequences

↓

Action & transformation

Tools used

AI, data & automation

Document extraction, corpus analysis, scraping, APIs, database structuring, automated updates.

Systemic analysis

Actors, variables, dependencies, feedback loops, events and interactions between economic, social, environmental or regulatory dimensions.

Relational analysis & influence

Mapping of actors, networks, partnerships, coalitions, circulation of practices and positions of influence.

Controversy analysis

Identifying disagreements, competing representations, uncertainties and trade-offs.

Foresight

Trends, disruptions, weak signals, scenarios and possible futures.

Decision building & narrative

Shaping representations, reconstructing trajectories, scripting alternatives and building tools that let stakeholders discuss action options.

Experience & references

Fonds de Réserve pour les Retraites (French pension reserve fund)

Asset management & market knowledge

Several years in contact with a wide range of management companies, investment strategies and service providers through tenders, manager selection, SRI topics, ESG providers and various industry initiatives. This experience provides a cross-cutting knowledge of the actors, practices and models of asset management.

France Assureurs

Industry monitoring & sustainable investment

Cross-cutting work on practices in the insurance and asset management sector: sustainable investment, biodiversity, Article 29 of the French Energy-Climate Law, sustainable real estate, industry programmes and sector influence arrangements.

Observatoire de l’Immobilier Durable

Sector studies & benchmarks

Production and steering of studies on the ESG and SRI practices of real estate players, real estate funds, the Taxonomy, the CSRD and developments in responsible finance as applied to the real estate sector.

Société Générale / Wild Trees

European study of green real estate financing practices

Construction of a comparative review covering around 40 players and more than 90 documents, to identify practices relating to green bonds, covered bonds, EPC, the Taxonomy, impact methodologies and data quality. The assignment combined documentary research, data structuring, benchmarking and analysis of levels of evidence.

Mazars

Regulatory monitoring & transformation

Assignment on CSRD, audit and internal control issues, requiring an emerging regulatory framework to be translated into operational issues for organisations.

Wild Trees

Automation of monitoring and analysis

Development of systems combining automated collection, scraping, APIs, document extraction, database structuring and AI tools to support thematic monitoring, actor tracking, indicator production and the updating of studies.

Understanding a system, its actors and its transformations to inform how decisions are built.

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Profile

Understand, secure and transform responsible investment practices

I have worked for more than fifteen years at the intersection of asset management, responsible finance, organisational transformation and foresight.

My career has led me to observe finance from several positions: institutional investor, auditor, head of studies and sector programmes, consultant, facilitator of collective initiatives and researcher-practitioner.

Alexandre Van Ooteghem’s full background→

Common thread

One question runs through my experience: how does an organisation, and an investor in particular, build a decision when data is imperfect, rules keep changing and the future remains uncertain?

I am therefore less interested in ESG as a mere regulatory category than in the mechanisms that turn a responsible intention into decisions, practices, evidence and capacity for action.

ESG data, through its very technicality, builds a situated narrative that can transform reality.

My work

I mainly support asset management companies, institutional investors and finance or real estate players around five types of issues.

SRI audit & ESG investment strategy

Assessing the robustness of a responsible strategy, checking the consistency between what is announced and what is actually implemented, then identifying the changes that can strengthen the scheme.

This may concern ESG methodologies, investment processes, data, indicators, engagement, voting, controversies, governance, reporting or auditability.

Transformation & operational support

Stepping in temporarily within an organisation to ensure the continuity of a function, take over ongoing work or support a period of change.

RFPs, reporting, documentation, SRI schemes, ESG data, voting, engagement, monitoring or cross-functional projects can be taken on following a simple logic: understand quickly, secure, produce, improve where necessary and hand over.

Thematic, sector & strategic intelligence

Analysing a market or an issue by going beyond simple document collection.

The approach combines benchmarking, actor mapping, analysis of relationships and influence, controversies, weak signals, foresight and, where relevant, automation of information collection and processing. The aim is to turn a mass of information into knowledge useful for decisions.

Design & foresight

Supporting an organisation when it needs to think through a transformation that cannot be resolved by regulatory compliance alone.

Foresight, systemic analysis, collective intelligence and work on representations make it possible to build several possible futures, make trade-offs explicit and link a vision to decisions and actions.

Data, AI & auditability

Artificial intelligence and automation can considerably increase research, monitoring and analysis capacity, provided that control over sources and the evidence chain is maintained.

I design and use systems combining documentary research, data extraction, structured databases, APIs, automation and AI to make analyses more reproducible, traceable and updatable.

An experience built at several points of the value chain

Institutional investor

SRI Label auditor

Sustainable investment

Responsible finance

Aviva Investors France

Distribution & foresight

Independent consulting · since 2023

Details of each role in the full background→

My skills

Finance & investment

Asset management, management company selection, RFPs, investment strategies, portfolio analysis, real estate funds and financing.

SRI, ESG & sustainability

SRI Label, ESG methodologies, engagement, voting, controversies, Taxonomy, SFDR, Article 29 of the French Energy-Climate Law, reporting and sustainability indicators.

Audit & evidence chain

Methodological review, traceability, governance, controls, auditability, data quality and consistency between commitments and practices.

Foresight & systemic analysis

Scenarios, weak signals, rules, actors, controversies, influence relationships, dependencies, transformations and decision-making under uncertainty.

Change management & facilitation

Diagnostics, workshop facilitation, collective intelligence, team support, process formalisation and implementation.

Data & artificial intelligence

Documentary research, corpus structuring, automation, databases, information extraction, consistency checks and AI uses applied to analysis.

Studies & communication

Sector studies, benchmarks, summary notes, decision-support materials, conferences, training and teaching applied to complex topics.

Action research

A researcher-practitioner approach

Foresight is a guiding thread of my work.

Trained at the Cnam in foresight, innovation and organisational transformation, I work on how organisations make decisions in uncertain environments and on the mechanisms that link knowledge, representation, decision and action.

I also teach these topics through organisational transformation case studies.

My action research, in particular around FINéCOS and then responsible investment, questions the capacity of finance not merely to extrapolate existing trends but to take conscious part in building sustainable futures.

This stance directly shapes my professional assignments: observing before prescribing, making hypotheses explicit, qualifying evidence, making controversies visible and building systems able to learn over time.

How I work

I favour a five-step approach:

Understand

The problem, its context, the actors, the rules and the data available.

Document

Identify the sources, qualify their robustness and build a common basis for analysis.

Put into perspective

Compare practices, identify dependencies, controversies, gaps and possible futures.

Build

Formalise a method, a process, a strategy or a scheme adapted to the organisation.

Hand over

Make the results understandable, auditable and usable by those who will have to keep them alive.

A challenge to share?

Contact me

Open resources

Open-access databases, tools and documentation for sustainable finance.

Open databases and tools→ Work on regenerative finance: an inside look at territories→ The futures machine: from management mandate to intention mandate (in French)→

CSR

Our responsible approach

FINéCOS actively contributes to programmes on the commons. Time given through volunteering and community work allows the income generated by FINéCOS's activity to be redirected towards causes that need technical skills, time and mobilisation.

Territories

Director at Coop des communs

Working for more resilient territories through the Social and Solidarity Economy (SSE)

Culture

Member of the investment committee of the Marie Thérèse Allier Fund for contemporary art

Promoting culture in every territory, even the most isolated

Autonomy

Supporting community groups towards autonomy

Value model, resources and funding

Funding

Building and providing an interface for associations

Helping them obtain funding

Teaching

Teaching at CNAM and Dauphine

Passing on knowledge and mentoring

Action research

A participatory impact fund involving savers

FINéCOS is looking for volunteer asset management companies and insurers to structure a protocol in action research and intervention: calibration, documentation, architecture and operationalisation of the scheme. The fund is aligned with the SRI label framework.

Premise

Responsible investment has progressed strongly on ESG data, regulation, reporting and shareholder engagement. But one dimension remains little structured: the relationship between the fund, the manager, the investee companies and the savers. The end investor generally remains at the end of the chain, even though their savings finance the transformations being sought.

The hypothesis of this research is that the next step for SRI is to make the fund not only a vehicle for allocating capital, but also a mechanism for understanding, engagement and collective learning. Unit holders could be involved in understanding the fund's responsible orientations, the controversies it encounters and its choices of engagement, exclusion or support, without transferring the management decision.

Education then becomes a component of the investment scheme rather than a mere marketing tool. Structured, documented, governed and linked to the manager's decisions, it could strengthen understanding of SRI choices, trust between stakeholders and the fund's ability to anchor its action over time.

Research question

Can a responsible anticipation process involving unit holders sustain the longevity of a responsible investment fund?

Today · a mainly top-down chain

Index→Manager→Portfolio→Distribution→Savers

The manager acts mainly within a financial mandate and a reference universe. The saver comes in downstream in the process and has little opportunity to take part in shaping the fund's responsible intent.

Tomorrow · a responsible anticipation scheme

Savers→Collective construction of futures (scenarios)→Responsible / SRI vision built and shared→Manager→Portfolio→SRI scheme→Transformation of issuers→Intended impacts ↔ observed impacts (intentionality · additionality · measurability)→Learning

↺ Learning → back to the collective construction of futures

The fund becomes a vehicle for implementing a collective intent from a sustainability perspective. The manager keeps the investment decision, but it sits within an explicit, shared framework of intent that is revisited in light of observed results.

Ideal field

An asset management company wishing to experiment concretely with a new relationship between responsible investment, engagement and investors.

Profile sought:

a company already running one or more SRI funds;

existing shareholder engagement doctrine and practices;

regular production of educational or editorial content;

spokespersons, managers or experts able to embody the approach;

capacity for dialogue with clients and unit holders;

strategies on listed assets, possibly complemented by unlisted assets or real estate;

ideally, the possibility of involving a distribution network: an insurer or a bank.

Protocol

Pilot fund

Select a fund or strategy to serve as the experimental field.

Mapping the existing

Identify the content, reporting, engagement schemes, data, stakeholders and interactions already available.

Perception gaps

Compare the representations of the manager, the management company, distributors and investors.

Educational pathway

Build the content and formats that let unit holders understand the fund's strategy, decisions and controversies.

Community of interpretation

Create a space for dialogue in which responsible orientations can be discussed without transferring management responsibility.

Indicators & auditability

Measure understanding, participation, coherence of the scheme and traceability of decisions.

Community facilitation

Test the scheme over time through meetings, content or events dedicated to unit holders.

Works

Master's thesis · CNAM · 2019–2021

Could a foresight approach applied to financial asset management help build a regenerative finance model?

Master's in Law, Economics and Management, Innovation, Enterprise and Society, Foresight, Innovation and Organisational Transformation track. Supervisor: Maryse Carmes, Dicen-IDF laboratory. It describes the programme “FINeCOS – Territoire en commun” and proposes a prototype of a “Citizen Participatory Territorial Fund – FTPC” aiming to regenerate the territory and enable sustainable life on it. In four parts: the state of asset management, performance or performativity, connecting savers to the local assets to be financed, then the proposal of a participatory territorial fund prototype. 236 pages.

Read the interactive journey Request the document

Master plan · 07-2026

Save — transform — impact — engage

From technical mediation to the making of reality: building impact through action. Premise, research question, ideal field and protocol of an action research project involving savers in the design of an impact fund on listed assets.

Request the document

I am looking for an asset management company wishing to become a partner field for this action research.

Discuss the research project

A question about our approach?

Write to us

Together, let's build responsible futures.

Alexandre Van Ooteghem, independent auditor for AFNOR Certification. SRI labelling, ESG strategy, voting, engagement, biodiversity training: let's talk about your approach.

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