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Omnes Capital

PRI reporting framework 2020

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。

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. 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]

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. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


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

02.3. 補足情報 [任意]

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. 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。

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

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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