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TVM Capital Healthcare Partners

Late Submission

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

other (1) description

          We comply with the IFC performance standards on social and environmental sustainability as well as the IFC Environmental health and safety guidelines for Healthcare facilities.
        

other (2) description

          TVM Capital Healthcare applies IRIS metrics (GIIN) on portfolio level to monitor ESG progress.
        

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

TVM Capital Healthcare integrates ESG throughout the investment cycle from acquisition to exit. The process is detailed in an S&E policy and starts at acquisition with the application of an exclusion list to all investment operations followed by a detailed environmental and social due diligence.  

ESG performance is monitored throughout the life of the investment through quarterly monitoring and supervision by a dedicated S&E consultant. At exit, ESG risks and opportunities are summarized and shared with the buyer in the form of an exit report. 


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.4. Additional information [Optional].

The firm's 's responsible investing approach is summarized on the website:

https://www.tvmcapitalhealthcare.com/responsible-investing/

Addtional documents available on the website:

Annual Report 2015:

https://www.tvmcapitalhealthcare.com/docs/AnnualReport2015_03_23_e-version.pdf

Case Study -  Exit Report:

https://www.tvmcapitalhealthcare.com/docs/ProVita_Exit_1508_05_e-version.pdf

The IFC exclusion list is available on the IFC website:

http://www.ifc.org/wps/wcm/connect/corp_ext_content/ifc_external_corporate_site/ifc+projects+database/projects/aips+added+value/ifc_project_exclusion_list

 

 

 

 


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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