CFM Indosuez Wealth Management // Annual Report 2023

“CFM Indosuez has encouraged its clients to incorporate a strategy in favour of the energy transition, reaffirming its desire to be a responsible leading bank.” 9. Social support actions: The rate of involvement of our employees in social support initiatives continues to rise, particularly during events such as Citizen Day (+28%), the No Finish Line social support race (+25%) and blood donation campaigns (+23%). We have also launched initiatives such as the promotion of mentoring, with 12 employee mentors making a three-year commitment to young disadvantaged high-school students. 10. Leadership: Since the spring of 2023, CFM Indosuez has taken the strong decision to integrate environmental criteria into all its property financing: the environmental aspect is now a fully-fledged component of the conditions for granting property loans. A first for the Principality. Find out more about our commitments: ↓ 2. Taking account of non-financial criteria: We incorporate extra-financial criteria into the selection process offered to our clients, with a Best in Class approach, where 65% of issuers have a rating of >50. 3. Responsible investment: Our objective of reconciling financial performance with a contribution to sustainable development is reflected in the diversity of our ESG offering, which is strengthened every year. In our 2023 survey, 45% of our clients said that they take sustainable finance criteria into account when choosing their investments. 4. Supporting high-impact projects: CFM Indosuez is actively developing Blue Finance. Part of the management fees of the CFM Indosuez EDD fund (€30k) was donated to the Centre Scientifique de Monaco in support of the Conservatoire Mondial du Corail project. A new edition of the CFM Indosuez Blue Initiative investment solution has also been launched to help preserve the oceans. 5. Individual management: We have developed training and individual management initiatives to improve gender balance, parity, diversity, fairness and quality of life at work. 6. Training courses: The number of in-house conferences and events has also increased. Harmonisation of practices within the Indosuez group has multiplied their impact. 7. Measurement tools: For each of the Charter's objectives, achievements are monitored in detail throughout the year. 8. Governance: Our corporate governance is rooted in our core values. In 2023, CFM Indosuez announced that it would increase the gender balance of its Executive Committee to 38% women and 62% men from 1 January 2024. Annual Report 2023 29

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