Shared Value

Social consciousness has always been part of our DNA. More than 10 years ago, we moved to responsible investment, then evolving from Structured Sustainability to Creating Shared Value.

Regulation EU 2019/2088

21 Invest 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. 5

Sustainability-related disclosures - 21 Invest Italy Fund IV
Disclosure art. 10

21 Invest France

SFDR General Disclosure
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Statement on Principal Adverse Impacts
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Article 29 - Law on Energy and Climate
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Creating Shared Value: Annual Sustainability Reports

Annual Sustainability Report 2023


Annual Sustainability Report 2022


Annual Sustainability Report 2021

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.

21 Invest sustainability policy

Our 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
Signatory of PRI
Established ESG policy and annual portfolio company monitoring
First annual PRI rating and pilot assessment reporting
First group sustainability report
Partnership with the Shared Value Initiative
First Shared Value case study
Signatory of Carbon Initiative 2020
Awarded the ESG Best Practices Honours by SWEN Capital Partners
Shared Value workshop with FSG & Harvard Business School
Shared Value purpose playbook inaugural cohort
Compliance with the EU's Sustainable Finance Disclosure Regulation (Regulation EU 2019/2088)
21 Invest France signed the Gender parity charter promoted by France Invest
New sustainability officer recruited and the Investment Team trained on climate change
SFDR Article 8 for 100% of funds in deployment period
Implemented a digital reporting tool
Team and portfolio company management trained on Shared Value, led by Harvard Business School Professor
21 Invest Italy collaborated with the Politecnico di Milano for the promotion of the environmental and social characteristics of fund IV
Responsible investment

The key to generating long-term 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). We participate in the annual reporting assessment cycle of the PRI and provide ongoing feeedback on our sustainability actions.

Since 2015, we have received A or A+ assessments in the Strategy & Governance and Private Equity modules from PRI. In 2020, we received an A+ rating in both modules, placing us in the top percentile among over 2,000 signatories.

Shared Value case studies


Fardnese is a leading Italian group active in the production, sales, and marketing of wines from central and southern Italy. With a global clientele of over 2,600 distributors, hotels, and restaurateurs, Farnese generates more than 95% of its sales from international markets.

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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.

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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.

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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

          “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

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