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Alder Funds

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

          ESG due diligence
        
          Ownership phase requirements
        

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.

Alder is a Private Equity Firm with the primary aim of delivering value to our investors. Our funds have a Sustainability focus - we only invest in companies that make a positive contribution to environment-related issues. ESG factors are therefore core components, integrated into our investment process.  Alder's investors are at the forefront of responsible investing and, aside from financial returns, demand excellent ESG performance from companies under our ownership.

Alder beleives that sustainable technologies and industries will provide excellent investment opportunities by addressing some of the transformational changes resulting from climate change, resource scarcity, population growth and other global environmental issues. Furthermore, Alder believes that good ESG implementation creates value to all stakeholders, including investors. This is why ESG is incorporated into our investment strategy and principles, as laid out in our ESG policy.

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]

One of our investment criteria is that the target company shall be able to deliver an environmental benefit, e.g. through climate change mitigation, water treatment or efficient management of resources.

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

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

Other, specify (1) description

          ESG due diligence
        

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

02.3. Additional information [Optional].

The sustainability report for 2018 is published on the Sustainability page of our website, www.alder.se. The report for 2019 is not yet published at the time of our submission to this survey, but will be published in the same place, early April 2020. 


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.

Every business decision should be based on the best interests of Alder, not personal interests.

We avoid situations in which an employee’s or business partner’s personal interest affects the ability to make decisions that are in Alder’s best interest. Agreements with or assignments allocated to relatives should be avoided or approved by the partner group.

In order to manage potential conflicts of interest in the Alder funds, an Investor Committee is established, representing the interests of the investors.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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