Cognizant that our responsibility goes beyond the financial sector, several years ago we committed to adhere to a Responsible Investor policy by promoting ESG themes (environment, social, governance) within both our portfolio companies and our teams.
Integration of ESG in our investment policy
Kepler Cheuvreux Invest’s management philosophy is based on transparency and ethics, and is reflected in the firm’s commitment to systematically integrate ESG criteria into our investment analysis.
This ESG analysis is an integral part of our investment process and helps prevent sustainability risks. It has been fully integrated into KC Invest’s risk mapping, in line with Article 3 of the Sustainable Finance Disclosure Regulation (2019/2088).
Our strong objective is to help our portfolio companies improve their environmental, social and governance practices. To achieve that, our teams monitor close to fifty ESG indicators throughout the life of our investments.
Promotion of ESG within our management company
The Responsible Investor approach is fully integrated within our management company as well. All team members have signed our internal Charter (available here), and must take sustainability risks into account in their analyses. Furthermore, such consideration of sustainability risks is one of the criteria used to allocate team members’ variable remuneration, in accordance with Article 5 of the Sustainable Finance Disclosure Regulation (2019/2088).
In order to assist our team members with any issues they may encounter in selecting and monitoring investments, the management company has set up an ESG Advisory Committee.
The Committee also decides on the evolution of our internal ESG charter and is responsible for defining best practices in terms of responsible investment for all KC Invest activities. It meets at least once a year for an annual ESG Advisory Committee meeting, and additional meetings can take place on team members’ request as needed.
Our teams are also supported by EthiFinance, an independent French rating, analysis and extra-financial advisory agency, which provides expertise during the investment and monitoring phases, as well as for investor reporting.
As part of our commitment, we are signatories of :
- France Invest’s Investors’ Charter for Growth since its first publication in 2008
- France Invest’s Charter promoting gender equality in Private Equity and in portfolio companies since its publication in 2020
- The UNPRIs (United Nations Principles for Responsible Investment) since March 2020
- The iCI (Initiative Climat International) since February 2022, to materialize our strong commitment in the fight against climate change in line with the COP21 objective of limiting global warming to two degrees Celsius by 2050.
Updated on March 2022