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Alder Funds

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]

We evaluate risks and opportunities related to sustainability when considering possible investments. Our framework includes tools for the different stages of the investment process: 

•Identifying possible target companies - screening of the company against Alder’s exclusion list. Alder does not invest in any company whose business comprises sale of alcoholic beverages, commercial gaming, production of tobacco or tobacco products, pornography or production of military weapons.
•Initial assessment – Evaluation of whether environmental benefit in business model meets our investment criteria. 
•Due Diligence: We perform a sustainability due diligence as a component of the overall due diligence process. Alder’s bespoke model for this purpose covers environmental, social and governance topics to identify risks and opportunities, potential red flags and required actions.  
•Investment decision – Conclusions from the sustainability assessment are included in the investment memorandum - sustainability risks and opportunities are highlighted, the company’s current handling of these is evaluated and necessary and recommended action steps are identified. Sustainability aspects are taken into account in the investment decision in parallel with commercial, financial, and other relevant aspects.