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ISATIS Capital

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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。


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。

ISATIS Capital is a specialist in growth financing in France and specifically invests in growing, profitable, innovative and exporting SMEs. Indeed, by financing the real economy, we contribute to sustainable value creation socially, environmentally and financially. Our investment philosophy is based on the conviction that we cannot ignore the ESG issues that are essential in creating sustainable value and performance for the companies in which we invest. Furthermore, our objective is to offer our institutional clients high-performance, high-quality investment products and avoid any reputational risks related to these investments.

To do this, we consider the PRI's principles as a roadmap and we have formalized an "ESG Policy" with indicators encompassing the environment, the social and the governance. A "Charter ESG" has been published on our website.

  • The integration of ESG is important from the beginning to the exit of the investment process (First contact, Due diligence, follow up during the investment, measurement of the progress)
  • Exclusion of sectors which have negative environmental and healthy impacts on people and planet
  • Transparency: Reporting on ESG issues about our investments on a yearly basis
  • Support role of ISATIS Capital with the management of the companies to improve their CSR.



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]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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。



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。


02.3. 補足情報 [任意]

The PRI reporting is published on our website:

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。

The conflict of interest policy specifies two main principles:

  1. ISATIS Capital authorized itself, depending on the conflict of interest situations to:
  • carry out the operation to the extent that the organisation appropriately manages the potential conflict of interest situation.
  • inform the client in the case that some conflicts of interest may remain and provide necessary document to the client on the origin and nature of the conflicts of interest.

     2.ISATIS Capital has set up an internal organisation to:

  • prevent emergence of conflict of interest by:

                    - implementation of an internal control system

                    - separation of functions that may generate potential conflicts of interest

  • ensure that the investment product is in line with the client's expectations and with what ISATIS Capital has presented.
  • prohibition of any personal financial transaction by the employees which would be in breach with the rules set up by ISATIS Capital. Co-Investment by employees is prohibited.

The prevention of conflicts of interest is compiled through a set  of documents, procedures and control: code of Ethics, operating charter, mapping of conflict of interest, conflict of interest management policy, procedure for preventing and managing conflict of interest, 

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)