We treat non-financial criteria as indicators of management quality. An asset poorly managed environmentally or socially always ends up being poorly managed financially.
Our ESG policy applies to the entire portfolio, regardless of geography or commitment size. It starts at due diligence stage, in the form of a dedicated review whose conclusions are annexed to the investment memorandum.
Each holding is then rated annually across three axes — environmental, social, governance — with an action plan wherever gaps are identified. That rating is presented to the ESG committee and feeds into the variable compensation of the investment teams.
Certification of real estate assets, reduction of energy intensity, water and effluent management on industrial and mining sites, rehabilitation of worked areas.
Workplace safety, training, equal treatment, dialogue with neighbouring communities and local processing of added value.
Ownership transparency, conflict-of-interest prevention, anti-corruption measures and quality of financial information.
We publish a consolidated ESG report each year setting out the rating methodology, the results by holding and the action plans undertaken.
Our institutional investors additionally receive quarterly reporting detailing the trajectory of indicators across assets under control.
Our Geneva teams work alongside institutional investors, family offices and industrial partners across all of our markets.