NUM FICHE 005

21

REDACTEUR 030

NANIOT S.

ORGANISME 035

ISTI

DATE RED 040

9308

DOM GEN 060

stock-exchange |

DOM SPEC 065

investment |

ENT AN 105

ethical fund

IN ENT AN 110

E ; n ; (FINA-F,1992r:5)

DEF AN 115

Fund that restricts its investments in companies which satisfy certain ethical standards (for example in having good labor practices and environmental policies, not carrying research on animals, not trading with countries with repressive regimes, not manufacturing armaments nor unhealthy products, etc.) (R) (TULL-C,1991:104) (AYTO-C,1989:85) (LEMA-C,1988:111)

CONT AN 120

Increased demand for ethical funds has prompted one banking group, Mercury Provident, to launch two occupational pension schemes aimed at the ethical market, and it will be introducing an ethical private pension scheme in the new year. (FINA-F,1992r:5)

SYN AN 130

1- conscience fund | E ; n ; (FINA-F,1992r:5) | 2- social investment fund | E ; n ; (BARR-F,1993:37) | 3- socially responsible fund | E ; n ; (WALJ-F,1992b:1) |

: 131

CONT 1 : NM met unitholders in its Conscience fund this month and found many were upset about investing in retailers who break Sunday trading laws. A vote ensured that, until the laws are clarified, NM will not disinvest and will lobby retailers instead. (FINA-F,1992r:5)

CONT 2 : Calvert's own Social Investment funds eschew any company that discriminates ((...)) (BARR-F,1993:37)

CONT 3 : "They need a wider range of products; I need the distribution," she explains. Paine Webber, which already offers another group of socially responsible funds, says that Working Assets is an attractive fund that will give its clients more choice. (WALJ-F,1992b:1)

ENT FR 205

fonds éthique

IN ENT FR 210

F ; n m ; (ECHO-F,1991g:8)

DEF FR 215

Fonds investi dans les titres de sociétés dégagées de toute activité telle que l'alcool, le tabac, les armes ou la pornographie, ne pratiquant pas d'expérimentation animale, n'entretenant pas de relations commerciales avec l'Afrique du Sud ou ne violant pas les dispositions du droit du travail. (R) (ECHO-F,1991g:8)

CONT FR 220

En comparant, on remarque que ces fonds éthiques, qui préconisent de placer son argent là ou on pourrait également mettre sa conscience, ont réalisé des performances très similaires à celles des fonds classiques. (ECHO-F,1991g:8)

SYN FR 230

1- fonds socialement responsable | F ; n m ; (NOUV-F,1993c:116) |

: 231

CONT 1 : Aujourd'hui, les plus importantes sociétés de gestion de portefeuille s'intéressent au nouveau créneau. Merryll Lynch, par exemple, propose à ses clients un fonds "socialement responsable". (NOUV-F,1993c:116)

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© Naniot Sébastien 1993.