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Alter Equity

PRI reporting framework 2020

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.

ALTER EQUITY3P and ALTER EQUITY3P II are two Impact Investment funds which supports a sustainable growth. They promote activities and behaviours deeply respectful of human beings and of the environment while seeking an attractive financial return for its Limited Partners.

ALTER EQUITY3P and ALTER EQUITY3P II are the only French private equity fund which conditions their investment to a double requirement in terms of responsibility:

The activities of portfolio companies must have a positive impact on environment and/or people:

  • Environment: energy efficiency, cleantechs, preservation of natural resources and biodiversity, recycling, reduction of pollution, plant-based chemistry, organic agriculture, biodiversity protection, etc.
  • People: education, lifelong learning, employability, culture, fair trade, services to individuals, healthcare, well-being, organic food/products, etc.

Portfolio companies must be committed to a continuous progress in terms of responsible business practices, through the implementation of an ESG Business Plan. It consists in the selection of 10 to 15 ESG quantitative indicators measuring Impacts on:

  • Social
  • Environment
  • Governance

ESG Business Plan indicators are reviewed during meetings with portfolio companies. Results are reported to shareholders.

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].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

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

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

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.

Before each investment, we should identify potential conflicts of interest, to be compliant with the AMF (French authorities) regulation.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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