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Eurazeo

PRI reporting framework 2020

You are in Organisational Overview » Basic information

基本情報

OO 01. Signatory category and services

01.1. 組織が提供している サービスおよびファンドを選択してください。

組織が提供しているサービスおよびファンドを選択してください。
運用資産(AUM)に占める割合(%)
ファンドの運用
ファンドオブファンズ、マネージャーオブマネージャーズ、サブアドバイザー商品
その他(具体的に記入してください)
合計100%

投資マネージャーが(上記のオプションに加えて)選択できます。

01.2. 追加情報 [任意]

Eurazeo is a leading global investment company. With its considerable private equity, venture capital, real estate, private debt and fund of funds expertise, Eurazeo accompanies companies of all sizes, supporting their development through the commitment of its 270 professionals and by offering deep sector expertise, a gateway to global markets, and a responsible and stable foothold for transformational growth. Within the Group, Idinvest Partners represents 124 employees.

Its solid institutional and family shareholder base, robust financial structure, and flexible investment horizon enable Eurazeo to support its companies over the long term.

In 2018, the company accelerated its investment momentum by acquiring interests in Idinvest Partners and Rhône. Eurazeo operates in virtually all private equity markets on three continents and has a large portfolio of companies of various sizes and sectors, with a mix of ownership stakes.

Further to this acquisition, the Group Eurazeo is now composed of eight investment divisions organised in four main activities:

1. Private Equity

  • Eurazeo Capital
  • Eurazeo PME
  • Eurazeo Brands
  • Eurazeo Growth
  • Idinvest Venture

2. Private Debt

  • Idinvest Private Debt & Asset finance

3. Private Funds Group

  • Idinvest Secondary Transactions & Mandates

4. Real Assets

  • Eurazeo Patrimoine

Following Idinvest acquisition, and reaching the end of the CSR 2014-20 strategy, the Group is working on a new common CSR strategy.


OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

France

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

270 正規職員

02.4. 補足情報 [任意]

Eurazeo is a leading global investment company with offices in Paris, New York, Sao Paulo, Buenos Aires, Shanghai, London, Luxembourg, Frankfurt, Madrid, Berlin and Luxembourg.

Eurazeo's teams are composed of more than 270 employees, mostly operating in its French offices (Eurazeo's and Idinvest Partners' headquarters). Within the Group, Idinvest Partners represents 124 employees.


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名機関となっている子会社があるかどうかを記載してください。

03.2. 単独でPRIの署名機関となっている子会社をリストし、その子会社のRI活動を組織の連結報告書で報告することを希望するかどうかを記載してください。

PRI署名機関である子会社の名称

本指標で連結ベースで報告するRIの実施

          Eurazeo PME
        
          Idinvest Partners
        
          
        
          
        
          
        
          
        

03.3. 補足情報 [任意]

Given that Eurazeo PME and Idinvest Partners were separate legal entities before their acquisition by Eurazeo, the two subsidiaries were separate PRI signatories.

  • Eurazeo PME: investment firm and signatory of the PRI since 2009. The firm is Eurazeo's subsidiary dedicated to majority investments in French SMEs with a value of less than €250m. Eurazeo PME acts as a long-term shareholder, providing its portfolio companies with all the financial, organisational, and human resources they need for a sustained transformation. With an investment horizon generally ranging from 5 to 10 years, the group guides its portfolio companies in creating sustained and, hence, responsible growth. This commitment is formalised and deployed through a CSR (Corporate Social Responsibility) strategy. Until 2017, Eurazeo PME provided a separated PRI report for its RI activities. The firm's RI approach is now fully integrated within Eurazeo's report.
  • Idinvest Partners: subsidiary of Eurazeo group since 2018, has been a signatory of the PRI since 2011 and is a leading investment management company renowned for its ability to identify, select and accompany European SMEs through its different strategies (Private Debt, Venture and Growth Capital, and Secondary transactions and mandates). In addition to this report, a specific report was drafted for Idinvest Partners. For more information please refer to Idinvest Partners' PRI report.

It is to note that this report will provide a consolidated vision of the Eurazeo Group's investment activities.


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2019

04.2. 報告年度末のAUM合計を記載してください。

子会社のAUM(顧問業務/執行のみの資産を除きます)を含みますが、(OO 03.2で「いいえ」と回答した)報告しないことを選択したPRIの署名機関である子会社のAUMを除きます。
Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.4. 執行および顧問業務サービスを利用して運用する資産の報告年度末時点のAUM合計を記載してください。

04.5. 補足情報 [任意]

Following with the acquisition of Idinvest Partners, the Group manages a diversified portfolio of €18 billion of assets, out of which nearly €12 billion are managed for third parties.


OO 06. How would you like to disclose your asset class mix

06.1. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 0 0 0 0
債券 10-50% 21 0 0
プライベートエクイティ >50% 59 10-50% 14
不動産 <10% 6 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド 0 0 0 0
ファンドオブヘッジファンズ 0 0 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 0 0
短期金融市場商品 0 0 0 0
その他(1)(以下に具体的に記入してください) 0 0 0 0
その他(2)(以下に具体的に記入してください) 0 0 0 0

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. 組織にオフバランスシート資産はありますか?

06.5. 組織がフィデューシャリー・マネージャーを使うかどうかを記載してください。

06.6. AUM資産クラス分割について説明する情報を記載してください。 [任意]

Eurazeo is a leading global investment company. With its considerable private equity, venture capital, real estate, private debt and fund of funds expertise, Eurazeo accompanies companies of all sizes, supporting their development through the commitment of its 270 professionals and by offering deep sector expertise, a gateway to global markets, and a responsible and stable foothold for transformational growth.

Its solid institutional and family shareholder base, robust financial structure, and flexible investment horizon enable Eurazeo to support its companies over the long term.

1. Private Equity - Through its complementary business lines, Eurazeo operates in virtually all private equity markets and supports a large portfolio of companies of various sizes with a mix of ownership stages.

  • Eurazeo Capital - Based in Europe and the United States, Eurazeo Capital focuses on major market leaders (enterprise value of more than €200 million) by providing them with the financial, strategic and human resources to unlock their full growth potential: international expansion via business offices and networks, organic or external growth, and operating performance optimization.
  • Eurazeo Brands - Launched in May 2017 in the U.S., Eurazeo Brands invests in international high-growth potential brands in a wide range of sectors, including beauty, apparel, home, well-being, food and leisure. Its goal is to partner with experienced founders and management teams to boost brand development by drawing on Eurazeo's operating expertise, brand building experience and its global network. This investment division has teams in New York and Paris covering both the U.S. and European markets.
  • Eurazeo PME - Eurazeo PME invests in French high-performing small and medium-sized enterprises (enterprise value of between €50 million and €250 million) and provides support to strengthen their business model and transform them into global mid-caps, by triggering three primary levers: international expansion, digital transformation and external growth transactions. With the support of Idinvest in Germany and Spain, Eurazeo PME will be able to expand its business scope.
  • Idinvest Venture - Specializing in innovation capital and the digital sector, Idinvest Venture has financed the launch and growth of most European startups (Sarenza, Dailymotion, Leetchi, Criteo, Peakon, Wefox, Ontruck, etc.), thereby becoming an undisputed French and Euro Tech player. Drawing on this expertise, it has developed valuable know-how in different web-based businessmodels and created a top-notch ecosystem.
  • Eurazeo Growth - Drawing on their complementarities, the Idinvest and Eurazeo teams have combined their respective expertise (healthcare, smart cities & mobility, digital, Fintech, etc.) within a common entity, Eurazeo Growth. Its role is to finance and support the growth of companies that are disruptive with regards to technology or usage by providing the necessary means for their development (international expansion, sales and marketing investments, external growth). With a well-established investment portfolio (Vestiaire Collective, Farfetch, Doctolib, Meero,, etc.), Eurazeo Growth has delivered steady and robust performances in the past, with IRRs exceeding 20%. This success is attributable to its extensive investment capacity (by successive tranches of €10 million - €50 million), international positions as well as its highly developed professional network and digital ecosystem that boost the division's selectivity.

2. Private Debt - Targeting companies that require flexibility for their development, the Eurazeo Group, via Idinvest, offers a comprehensive array of debt financing, providing businesses with the necessary flexibility for their development. This method of financing, which mainly focuses on the SME/Mid-cap market, is based on two levers, mezzanine/unitranche and senior debt. It mainly enables fast-growing companies to conduct acquisitions in France and Europe.

3. Secondary transactions and mandates - The Eurazeo Group builds, via Idinvest Partners, made-to-measure high-performing private equity asset portfolios, based on three complementary investment strategies: secondary transactions, primary funds, and direct co-investments. Idinvest Partners selects the best European market investment opportunities for around one hundred institutional investors.It invests in start-up (primary transactions) or developed (secondary transactions) private equity funds. It may also perform coinvestments, by investing directly in companies, most often alongside their management.

4. Real Assets - Mainly via Eurazeo Patrimoine, Eurazeo specializes in management and investment activities for high potential tangible assets, mostly real estate, that it radically transforms to generate attractive returns.

It is to note that Idinvest Partners', subsidiary of the Eurazeo Group, manages the Growth Capital, Venture Capital, Private Debt and Secondary transactions and mandates activities for the Group.


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。

99 先進国市場
1 新興国市場
0 フロンティア
0 その他の市場
合計100% 100%

09.2. 補足情報 [任意]

Eurazeo's mission is to identify, develop and enhance the potential for growth of European and North American companies.

Some of the Group's funds and/or portfolio companies could be exposed to emerging markets but it does not represent an allocation strategy.


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