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Alter Equity

PRI reporting framework 2020

You are in Direct – Private Equity » Overview


PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. 組織の投資活動が、責任投資ポリシーを指針としているか、責任投資ガイドラインに従っているかを示してください。

02.2. 投資活動におけるESG問題に対するスタッフおよびポートフォリオ企業のアプローチへの期待について、どのように組織がその概要をまとめているか説明してください。また責任投資/ガイドラインおよび組織が組織内のスタッフとポートフォリオ企業の経営陣に責任投資への期待をどのように説明または伝達しているかについて、その範囲を説明してください。 [任意]

Impact is core to our investment approach. We have elaborated rigorous impact valuation, analysis and monitoring methods in order to maximize the value created, from the study of an investment proposal until the divestment.

1) Determining the impact of the company's activity : the fund manager assesses the social and environmental impact of the company's activity during the investment proposal examination phase. Should any doubt arise, the fund manager would consult the Expert Committee, composed of highly-regarded, committed sustainable development experts.

2) The fund manager assesses the Corporate Social Responsibility (CSR) practices of companies.

3) The fund manager shares its ESG KPIs with companies and ask them to build an extra financial business plan whereby the company and the entrepreneur commit to make progress in terms of ESG practices.