Regulation EU 2019/2088 21 Investimenti SGR
No consideration of adverse impacts of investment decisions on sustainability factors
Disclosure Art. 4
Transparency of sustainability risk policies
Disclosure Art. 3
Transparency of remuneration policies in relation to the integration of sustainability risks
Disclosure Art. 5Regulation EU 2019/2088 21 Invest France
Consideration of principal adverse impacts of investment decisions on sustainability factors
Disclosure Art. 4Transparency of sustainability risk policies
Disclosure art. 3Transparency of remuneration policies in relation to the integration of sustainability risks
Disclosure art. 5Our philosophy
Tracking the interdependency between social and business results unleashes important opportunities for innovation, growth and sustainable social impact at scale.
This is the approach that inspires us.
Our journey to Shared Value
Responsible investment
The element of generating growth.
We consider responsible investment as part of the strategy to consistently create value for our investors.
For this reason, environmental, social and governance factors are incorporated into the investment process and active ownership. Since 2009, we are long standing signatory of the Principles for Responsible Investment (PRI), annually participating in the PRI reporting and assessment cycle and provides regular feedback on our sustainability actions.
We have received A or A+ scores in the Strategy & Governance and Private Equity modules from the PRI since 2015. In 2020, we received an A+ rating in both modules.
This places us in the top percentile among 2000+ signatories.
Shared Value case studies
Farnese
A leading Italian wine group active in the production, sale and marketing of central and southern Italian wines. Farnese boasts a global client base of over 2,600 distributors, hotels and caterers and generates over 95% of sales abroad.
Forno d’Asolo
An important Italian producer and distributor of a wide range of sweet and savory frozen bakery products to over 35 thousand clients, mainly represented by bars, bakeries, cafés and hotels.
MaxiCoffee
The first importer of specialty coffee in Europe through the Cafés Lugat brand. In this context, MaxiCoffee guarantees fair wages for farmers, certifies product traceability and ensures and promotes sustainable social and environmental practices.
A step-by-step strategy
We have further integrated sustainability throughout the pre-investment and post-investment processes, and we believe that this is a fundamental part of achieving value creation.
1 - Screening
Screening of sustainability risk factors
2 - Due diligence
Conducting pre-investment sustainability due diligence
3 - Active ownership
Monitoring of sustainability indicators & implementing best practices
4 - Exit
Improving sustainability for a premium at exit
Our sustainability policy
We engage with portfolio companies to grow and generate profit in a way that is admired by employees, clients, suppliers, shareholders.
To make companies grow in a "good" and sustainable way, we have developed our sustainability policy in the respect of international law on human rights and to the application of environmental, social and governance criteria.
“To us, social responsibility is working to make our companies resilient and future proof, investing in sustainability and digitalization to create social and economic value.”
Alessandro Benetton
