ISR Label Renewal

Monterra Wealth Management proudly announces the successful renewal of the ISR Label for the Lysis ESG Thematics fund, reaffirming its pioneering position as the first management company to have one of its funds in the Principality of Monaco bestowed with this prestigious label in 2021. The confirmation follows the comprehensive annual audit conducted by AFNOR in October 2023.
 

The ISR Label, granted for a duration of three years with the option of renewal, signifies Monterra's steadfast dedication to Socially Responsible Investment (SRI). Throughout this triennial period, independent auditors will conduct interim checks to ensure the fund consistently aligns with the label's stringent requirements.
 

Funds distinguished with the ISR Label, including the Lysis ESG Thematics fund, are prominently featured on the official Ministry of Finance list of ISR-labeled funds, accessible at www.lelabelisr.fr.
 

This renewal underscores Monterra Wealth Management's unwavering commitment to integrating Environmental, Social, and Governance (ESG) criteria into its management processes, as mandated by the ISR Label. Investors can confidently rely on this esteemed label, endorsed by public authorities, as a testament to the firm's dedication to responsible and sustainable investment practices.