AFG methodological note on data collection

In reporting sector data covering the Observatory's four themes for asset management, the AFG drew on multiple sources:

  • Annual survey on statistics related to Responsible investment published in 2021 :

The AFG has collected information from its portfolio management company members on their information on their responsible investment (RI) management activities in 2020.

The publication of the consolidated results is carried out by the AFG in collaboration with the French Forum for Responsible Investment (FIR).

The sample is composed of 94 asset management companies representing 87 responses to the questionnaire (some asset management companies responded for all the companies in the group).

The asset management companies in the sample manage a total of €3,700 billion in mutual funds and management mandates.

  • SRI Label

The AFG contributes to promoting the government's SRI Label and maintains a dedicated website for doing so.

Figures pertaining to SRI label statistics are drawn from this source.

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  • Ministry for the Ecological Transition

Figures for the Greenfin Label come from the website of the Ministry for the Ecological Transition:

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  • Finansol

Figures for inclusivity-based funds come from Finansol, an institution dedicated to inclusivity-based savings