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NewAlpha Asset Management

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)

投資前(投資対象の選定)

PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選定に組み入れる際のアプローチを説明してください。

VENTURE CAPITAL :
An 'exclusion' approach has been established based on formal ESG criteria.
As such, NewAlpha does not invest in companies:
 1) whose business is to manufacture or market key components of landmines and / or cluster bombs, as well as to finance companies whose
 the activity is related to socially sensitive subjects (tobacco, pornography, gambling, etc ...)
 2) found guilty of violations of international standards generally relating to human rights, working conditions, corruption or protection of the environment
 During the selectin process the investment team also focuses on 7 ESG criteria, ranging from sensitivity to carbon-footprint to compensation policies, to evaluates each company's ESG implementation efforts.


 GROWTH EQUITY:
As part of its management policy, an ESG audit will be performed at the time of acquisition and at the time of exit.
The fund will systematically perform an ESG audit before making an investment. This audit will cover environmental, social and governance issues. It will take place, either in Due Diligence phase (before exclusivity), or in exclusivity period (as part of confirmatory audits before signing the acquisition / signing contract).
These ESG audits will be conducted by EcoCert (www.ecocert.fr), which has agreed to develop this new activity of Due Diligence ESG for SMEs, in partnership with NewAlpha.

05.3. 補足情報 [任意]


PE 06. Types of ESG information considered in investment selection

06.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

VENTURE CAPITAL :
At the end of the selection process, a final investment memorandum is presented to the Investment Committee for each targeted companies. Any perceived risk or value opportunity, pertaining to the 7 ESG criteria used by NewAlpha's Venture Capital team to realize their due diligence will be documented and presented to the Committee. The pre-investment ESG audit carried out by EthiFinance.

GROWTH EQUITY:
The pre-investment ESG audit carried out by EcoCert (www.ecocert.fr) will be presented to the Investment Committee before investment. This audit will cover environmental, social and governance issues. It will take place in Due Diligence phase (before exclusivity), or in exclusivity period (as part of confirmatory audits before signing the acquisition / signing contract).

 


PE 07. Encouraging improvements in investees (Private)


PE 08. ESG issues impact in selection process (Private)


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