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MBO & Co

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.

MBO Partenaires invests in high-performing small and mid-cap companies with ambitious entrepreneurs whom it supports in buyout/ shareholder restructuring and/or growth plan financing contexts.

Although the profiles of the companies in which we invest may vary, they have the following fundamentals in common:

high potential small and mid-cap companies
an enterprise value of between 10 and €100m
single investments of 7 to €25m
a majority or minority, but always significant

At the heart of the MBO Partenaires’ decision to invest in a company lies the ability of its manager(s) and team to engage in an ambitious business transformation process.

MBO Partenaires supports companies based in France, Spain, Belgium, Switzerland and Luxembourg.

MBO Partenaires cares about the sustainability of the companies in which it invests as well as that of their environments and is committed to being a Responsible Investor. It promotes ESG criteria within both the management company and its investments.
MBO Partenaires’ responsible investment approach and commitments, which are shared by everyone in the team, are formally set out in a charter.

Since 2013, MBO Partenaires has been a signatory to the UNPRI and the Private Equity Charter adopted by the French Private Equity Association.  

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]

MBO Partenaires cares about the sustainability of the companies in which it invests as well as that of their environments and is committed to being a Responsible Investor. It promotes ESG (environment, social, governance) criteria within both the management company and its investments.

MBO PARTENAIRES’ responsible investment approach and commitments, shared by the whole team, are formally set out in a charter which is regularly updated. We put particular emphasis on the importance of the human factor which is key in the effective operation of MBO PARTENAIRES and a foundation of our affiliations with the managers of the companies we work with: to fully play our role of involved and committed shareholder, governance and management organization of our affiliates are our main priorities.

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.

URL/Attachment

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

URL/Attachment

02.3. Additional information [Optional].

Our own ESG policy is disclosed in our annual report and available upon request.


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.

In case of conflict of interest between 2 funds, the relating Advisory board consent will be required before the operation. In case of conflict of interest with a member of the investment team, the Board of Management consent is required.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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