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PAI Partners

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.

Our commitment to responsible investment is central to our activities, and fully integrated into our policies, processes and outcomes. Please see more detail by using the following link:


 http://www.paipartners.com/responsibility/our-commitments/


 We commit to:

Systematically integrate ESG at all stages of the investment process
Avoid determined sectors from our investment strategy
Ensure improvement of ESG performance within our portfolio companies
Provide regular and transparent information on ESG to our investors
Promote Responsible Investment Principles among our peers

As a responsible investor, PAI integrates ESG matters at each phase of the investment cycle. Recognizing it is a journey of continuous improvement, we have always sought to drive sustainable growth from our investments, and our ESG strategy underpins how we invest, manage and realise value.

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]

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

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].

Please note that in 2019, PAI published its first Sustainability Report dedicated to its investors, which is therefore not publicly available.

For more information, please refer to:

PAI's 2019 ESG policy:

https://paipartners.wpengine.com/wp-content/uploads/2019/02/PAI-Partners_ESG-Policy.pdf

PAI's ESG Reviews :

(2018)

https://paipartners.wpengine.com/wp-content/uploads/2018/05/7443_PAI_Impact_Low_Res.pdf

(2016)

https://cld.bz/c2m2LCt/1

(2015)

http://www.paipartners.com/presentations/ESG2015/index.html#1

(2014)

http://www.paipartners.com/presentations/ESG2014/index.html#1


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.

PAI Partners is a member of France Invest (ex AFIC). France Invest complies with the framework of the professional ethics regulations (règlement de déontologie) enacted by France Invest and the Association Française de la Gestion Financière (AFG), which provide specific rules with regards to conflicts of interest.


 PAI Partners will take all reasonable steps to identify conflicts of interest between:

- the Firm, including its employees, or any person directly or indirectly linked to the Firm by control and a Fund or the shareholders of the Fund; - one Fund or its shareholders and another Fund or its shareholders;
- a Fund or its shareholders and another client of the Firm; or
- two clients of the Firm that arise in the course of the Firm providing services to Funds.


 PAI Partners will keep records of circumstances in which a conflict of interest may arise or has arisen and will update these records regularly.

PAI Partners will maintain and operate effective organisational and administrative arrangements with a view of taking reasonable steps designed to prevent conflicts of interests from adversely affecting the interests of its clients.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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