Carmignac Launches HUMAN EXPERIENCE Foundation

Carmignac today announces the launch of the Carmignac Portfolio Human Xperience, a themed equity fund that invests in companies with high levels of customer and employee satisfaction.

Things to remember:

  • Invests in companies with higher levels of employee and customer satisfaction
  • Aimed at generating financial returns and a positive impact on society
  • Fourth Carmignac Thematic Fund

This fund is managed by Obe Ejikeme with the support of the entire investment and sustainable investment team. Both have almost 20 years of experience in the financial services industry, as well as backgrounds in data science and analytics. The fund was created based on the belief, backed by extensive academic research, that companies with high levels of customer and employee satisfaction are more likely to have higher retention rates and higher long-term financial returns. The fund aims to beat its benchmark within five years. It is aimed at investors looking to make a positive impact on society and focuses on the “S” of investing in ESG. It has a measurable sustainable objective and is therefore subject to Article 9 of the European SFDR (Sustainable Financial Disclosure Regulation).

This fund is one of the few that takes into account the financial and social benefits of employee and customer satisfaction. Companies are rated using Carmignac’s proprietary database, which uses multiple data sources ranging from artificial intelligence to customer satisfaction surveys, employee reviews and company financial statements. . Eligible companies (those in the top 30% of companies) are ranked according to their social contribution, with Carmignac industry experts evaluating potential rewards and risks. The result is a concentrated portfolio with a low turnover of all global stock markets.

The dual focus of this new fund is in line with Carmignac’s corporate philosophy and its belief that positive customer and employee experiences produce superior results for its investors.

Comments Obe Ejikeme“Investors have been favoring green investment for some time, but if social analysis intensifies, how companies can improve the customer and employee experience and how that translates into financial performance is getting little attention. As companies around the world increasingly release data under regulatory and social pressure, and capital flows increasingly shift towards socially responsible investing, we believe it’s time to update the Carmignac Portfolio Human Xperience so our clients can benefit from it. benefit.”

This fund is Carmignac’s fourth thematic fund. It provides investors with access to investment trends identified by the company as structural factors for long-term growth. Carmignac Portfolio Human Xperience complements its existing product portfolio by now offering themed funds that meet E, S and G criteria for investing in ESG. Other thematic funds are Carmignac Portfolio Green Gold (focused on transition and climate change mitigation – “E”), Carmignac Portfolio Family Governed (invests in family businesses – “G”) and Carmignac Investissement (multi-thematic).

Maxime KARMignac, Managing Director of Carmignac UK adds: “As a family business and a close-knit team, we have always believed that people and customers should be at the center of our business. We have long considered this a positive difference. Based on these principles, we have developed a data-driven company valuation methodology. We are excited to launch a fund in line with our philosophy and provide investors with the opportunity to generate superior financial returns while making a positive impact on society.

Carmignac Foundation at CHF 9 on the Swissquote platform