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Norvestor Advisory

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

Other description (1) UN Global Compact Principles

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.

We seek to invest in strong growth companies in the Nordics mid-market companies that have the potential to achieve a leading Nordic or international position, typically through organic growth, through acquisition across fragmented industries or by geographic expansion. We do not invest in companies relating to cluster bombs, tobacco, pornography and real estate. 

 We recognize the impact we have on the environment and society at large - both as a responsibility and opportunity. In accordance with the UNPRI, Norvestor is committed to the incorporation of ESG into investment analysis, decision-making processes, portfolio companies policies and business practices. As part of this committment, Norvestor evaluates ESG performance to mitigate risk and to identify opportunities that can create value. 

We incorporate ESG duing screening and we would reject any investments if a company is operationally or financially linked to a country, company or person registered on relevant sanctions lists. During due diligence, we conduct an ESG specific report to determine the sustainable proposition of the target business. Through this process we aim to identify key risks and opportunities throughout the entire value chain of that company. 

 

 

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.

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

URL/Attachment

02.3. Additional information [Optional].


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.

Norvestor is generally aware that conflicts of interest could potentially arise between investors in the different Norvestor funds, the firm itself, the portfolio companies when investing, divesting and otherwise. Standards and processes have been put in place to ensure that all relevant circumstances have been carefully considered before decisions are made and that any potential conflict of interest has been identified and dealt with in a prudent manner and in accordance with the partnership agreements with investors to ensure fair treatment of all concerned.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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