Public HTML RI reports - Service Providers Framework 2018

INDEFI

Service Providers Framework 2018

Organisational Overview

Reporting Year [OO 02] Signatory category and services [OO 03 - 05]

Strategy and Governance

Responsible investment policy [SG 01 - 15]

Advisory and Consultancy

Advisory and Consultancy [AC 01 - 04] Investment policy development [AC 06] Investment research [AC 10 - 11]

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Basic Information

OO 01. Basic information

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

France

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

2 - 5

6 - 10

11 - 50

>50

01.3. Indicate the regions where you have offices.

Africa/Middle East

Asia (excluding Japan & Korea)

Australasia

Canada

Continental Europe

Japan & Korea

Nordic

South America

UK & Ireland

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

30 FTE

01.5. Additional information.[OPTIONAL]

INDEFI is a strategy advisory firm for the investment management business in Europe. Run by its partners, INDEFI's team consists of 30 consultants and is based in Paris. INDEFI's clients are assets managers, private equity, infrastructure and real estate investors as well as their portfolio companies.

Our main business lines are:

The definition of competitive and sustainable business strategies for investment managers. This offer also includes market research analysis and ESG/climate strategies.
The analysis of investment opportunities and monitoring for private market investors and portfolio companies. This offer includes ESG due diligences (for both acquirers and vendors) and ESG portfolio reviews.

INDEFI is engaged in the implementation of the Principles for Responsible Investment. Since 2010, the Group has developed an ESG advisory activity aiming at assisting our clients in the definition and the implementation of responsible investment strategies. Our services encompass the various stages in the investment cycle.

In addition, we actively promote the Principles for Responsible Investment by encouraging our clients to sign and implement them as well as to provide and disclose PRI reports.

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