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Idinvest Partners

PRI reporting framework 2017

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. 組織にある役職、それぞれについて責任投資を監督や実施する責任があるかどうかを記載してください。


          COO in charge of Compliance

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

To effectively support the deployment of its Responsible Private Equity (RPE) Policy and ultimately its ESG processes, Idinvest Partners has strengthened its internal organization by:

A - Forming a RPE/ESG Committee: In 2011, to monitor and lead Idinvest Partners' Responsible Private Equity policy. This steering group is composed of the Chairman of the Board, the Capital Growth Partner, the Director of Marketing and the COO in charge of Compliance. The committee meets to discuss core strategic points needed to define the RPE policy in the medium term, monitor ESG issues and handle internal and external communication. The committee members have both seniority and operational skills, qualities that guarantee the credibility of the RPE policy. Matthieu Baret is also responsible for ESG matters within our company.

B - Incorporating ESG issues in its current governance bodies. Namely:

  • Idinvest Partners' Investment Committee is competent to examine any ESG Profile Reviews of its investments, and to either exclude a prospective investment or apply a certain degree and mode of ESG monitoring.
  • For all of our investments we have also adapted the following internal documents (adapted for our different business lines) to account for ESG considerations: i) The Final Investment Recommendation (FIR) or the Final Acquisition Recommendation (FAR), which includes the summary of ESG Profile Review results in the form of an investment memorandum. ii) The Investment Committee Report, which includes the summary of ESG Profile Review results, the investment decision, and any specific or detailed ESG due diligence that may be initiated. iii) Investment Executive Summary, which validates the preparation of the ESG Profile Review and the ESG risk/rating.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。 [任意]

0.5 Number

07.4. 補足情報。 [任意]

The two members of Idinvest Partners' Executive Board, the investment team Partners of Idinvest Partners' five business lines, the Chief Operating & Control Officer in charge of Compliance and the Head of Marketing relations are closely involved in implementing and internally monitoring the Responsible Private Equity Policy.

Besides, updates on our Responsible Private Equity Policy is made annually to all employees during our yearly seminar.

At last, in 2014, the Partner in charge of the implementation of the RPE policy in-house was selected to join the PRI Private Equity steering committeee.

SG 08. RI in performance management, reward and/or personal development (Private)