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Alantra

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Alantra Group ("Alantra") is a global investment banking and asset management firm specialized in providing high value-added services to middle market companies. Alantra Partners SA (prior N+1 Dinamia SA) is a quoted entity in the Spanish Stock Exchange with a market capitalization of €550 million, and the parent company of Alantra.

Alantra is a company mainly owned by the executives of the firm that operates in the areas of Investment Banking, Asset Management and Wealth Management. Each independent business maintains full autonomy in the decision-making process under a common organizational framework.

Within the Asset Management segment, Alantra has different direct asset classes:

  1. EQMC & QMC Funds are friendly activist funds that manage concentrated portfolios of relevant minority positions in listed small and mid cap companies with a constructive "hands-on" approach. In this context, EQMC Fund is focused in listed small and mid cap companies in Europe whilst QMC invests in Iberian listed small and mid cap companies.
  2. Private Equity Funds take majority positions in leading Iberian upper mid-market companies with a special focus on internationalization
  3. Private Debt: Alteralia I & Alteralia II provides financing to invest in Spanish non-listed medium sized companies to support their international expansion.
  4. Real Estate is an investment and asset management platform, with focus on added value investment strategies in hospitality and commercial real estate assets in the Spanish market

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Spain

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

65 FTE

02.4. Additional information. [Optional]

Alantra, listed in the Spanish Stock Exchange since July 2015 and formerly known as N+1 until September 2016, has decided to unify all its worldwide teams into a sole brand to become a global, integrated quoted partnership. Nowadays, Alantra is made up of 540 professionals based in 23 countries across Europe, US, Asia and Latin America. The Asset Management business manages over €2.3 bn in assets. The Asset Management Business is based in the Madrid offices and includes 65 full-time investment professionals.

Thanks to being part of Alantra, Alantra Asset Management has access to an institutional-quality firm infrastructure, including a risk control and compliance unit (2 professionals), a centralized capital raising unit (8 professionals: 7 in Spain and 1 in UK), a legal department (5 professionals) and finally access to centralized services such as accounting and administration, IT, HR and communications (18 professionals). Some of these professionals have a direct contribution to the ESG activities of Alantra Asset Management.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Alantra Group has two main business units: Asset Management and Investment Banking. Within the segment of Asset Management, Alantra has different asset classes, mainly: Private Equity, EQMC & QMC Funds, Private Debt and Real Estate. Private Equity is managed by the legal entity Alantra Capital Privado, whilst the EQMC & QMC Funds, Real Estate and Private Debt are managed by another legal entities (Alantra Asset Management, Alantra EQMC Asset Management, Alantra Debt Solutions and Alantra REIM).

Alantra Capital Privado was the first PRI signatory since 2011. In 2016, Alantra Asset Management joined PRI Reporting framework as a separate signatory reporting on behalf of the EQMC&QMC Funds. On last years' report, Alantra decided to consolidate their Responsible Investments ("RI") activities into one single report in which all of the asset classes of the Asset Management Business are included.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]

EDITAR!!! Alantra Asset Management business manages €2.3 billion in a few direct asset classes including private equity, EQMC&QMC funds, private debt & real estate. The breakdown of the main AUM (as of 31/12/2019) is the following:

  • EQMC: €986 Mn
  • QMC: €92 Mn
  • Private Equity: €733 Mn
  • Private Debt: €300 Mn
  • Real Estate: €169M (excluded to report)

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

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 48 0 0
Fixed income 10-50% 13 0 0
Private equity 10-50% 32 0 0
Property <10% 7 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Not Applicable)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

100 Developed Markets
0 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

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