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Omnes Capital

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.

Omnes Capital is a direct investor in companies and infrastructure assets in France and Europe. Through all of its activities, Omnes aims at:

  • fostering growth and innovation by supporting promising start-ups, SMEs and infrastructure assets;
  • supporting employment and value creation to the benefit of investors and local stakeholders;
  • contributing to the development of energy transition.

In this regard, Omnes took three main commitments developed in its ESG policy: 

  • to favour the preservation of environment;
  • to invest in human resources;
  • to implement transparent and responsible governance structures.

In practical terms, Omnes integrates specific ESG analysis pre- and post-investment to identify potential risks and / or opportunities for improvement of the portfolio companies. In addition, Omnes seeks to work closely with its investee companies' management teams to help them integrate ESG criteria in their day-to-day operations and at strategic level. We believe that non-financial issues must be addressed from a strategic and operational perspective, as they foster value creation and help managing risks more effectively. 

On the infrastructure side, Omnes supports directly the energy transition in France and in Europe, by financing brownfield renewable energy assets. In this regard, Omnes received the French Greenfin label recognizing its key contribution to energy transition.

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]

Omnes engages fully with its investee companies, and believes that concerted efforts help to build strong partnerships.

A key part of the investment process

ESG criteria form an integral part of the due diligence carried out during the analysis process that precedes any decision to invest. We take them into account at the outset by carrying out a comprehensive analysis of all potential ESG risks.

After making the decision to invest, we draw up a roadmap with the existing management team to formalise an action plan that aims to enhance the investee company's ESG performance.

Each shareholder agreement also includes an ESG clause that sets out our values and our ESG commitment.

Monitoring ESG criteria throughout the holding period...

We use our influence as a shareholder to promote ESG issues actively among our investee companies, to share best practice and thereby to improve companies' ESG performance.

Our active management also involves annual monitoring, with each investee company submitting a report.

Throughout our holding period, we raise awareness among investee companies by discussing with them the ESG risks we have identified, and by working on action plans intended to achieve continuous improvement in their ESG scores.

... until divestment

We assess progress made on ESG criteria, performing an overall analysis of results recorded during the holding period and their potential impact on value creation.

In addition, vendor due diligence is carried out by an independent third party and provided to potential buyers.

Finally, as a responsible investor, we ensure that the buyer meets market ESG standards and offers the company potential in that area.

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.

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].

Omnes considers that its ESG incorporation approach should not be public as they are part of its competitive advantages

 


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.

Omnes' procedure on potential conflicts of interest is available on demand.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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