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Industries & Finances Partenaires

PRI reporting framework 2019

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

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Our Fund'strategy is to invest principally in medium-sized companies, generally unlisted, and acquire mainly majority interests, with the aim of increasing companies' value over the Fund's Investment Period, either by regrouping them with other companies which have complementary purposes and activities (Build-up), or by providing them with the financial and human resources necessary for their growth.

ESG factors are implemented to our governance approach by sensibilizing portfolio companies managers to their economic or environnement, social impacts.

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

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


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.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].


SG 03. Conflicts of interest

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

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Our policy on managing potential conflicts of interest is disclosed in our investment process and forsees to prevent any cases where we could face those potential situations.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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