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.
Phatisa operates against a Social and Environmental Management System (SEMS). The SEMS is a compilation of policies, standard operating procedures, organograms, action plans and reports. All these items cover ESG broadly and specifically. Phatisa has compiled a SDG aligned Impact Measurement and Management plan for all of our portfolio companies. This plan is incorporated alongside compliance and risk amangement right from the pipeline stage through to exit. Our exclusion list is IFC Performance Standards aligned and implemented strictly. We have an impact strategy document, which forms part of our investment policies and this coversclimate change commitments and goals.
Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]