This report shows public data only. Is this your organisation? If so, login here to view your full report.

Norvestor Advisory

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:

その他の説明 (1) UN Global Compact Principles

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。

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. 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]

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。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)