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MBO & Co

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

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. 補足情報 [任意]

          
        
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SG 01 CC. Climate risk (Not Applicable)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]

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


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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