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ESG Framework

We believe that investments that take ESG factors into account are more likely to contribute to long-term value creation and create positive environmental and societal impacts.

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alberi

As a result, we are committed to carefully assessing ESG risks for each transaction, and to continuously monitor and report on these risks.

ESG -frame

ESG-Integrated Investment Process

ESG factors are embedded in all steps of our investment process and post-investment monitoring.
Screening
1. Screening
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  • Ensure compliance with our ESG & Impact Policy and exclusion list

  • Build a common understanding with the company on key ESG risks and opportunities

  • Categorise ESG risks: high, medium, low

  • Plan due diligence and define its scope

2. Due Diligence
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  • Assess the company’s commitment, capacity and track record through desk review and site visits

  • Define and agree corrective ESG action plans

  • Ensure influence and oversight on the company’s ESG risk management

  • Prepare the due diligence report to enable the Investment Committee to make an informed decision

due diligence
3. Investment Decision
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  • Make an investment decision taking ESG factors into account

  • Determine the appropriate level of management and monitoring

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4. Investment Agreement
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  • Negotiate ESG terms with the company

  • Incorporate ESG terms in the shareholders’ agreement

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5. Ownership and
Monitoring
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  • Guide and assist the company to ensure the implementation of the ESG action plan and its ongoing compliance with applicable standards

  • Regularly monitor and report: oversee and support the company on ESG matters, annual ESG reporting to investors

  • Manage unplanned events

  • Prepare for exit

Ownership
Exit
6. Exit
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  • Ensure the company’s ESG management system is self-sustaining

  • Link evidence-improved ESG performance to the company’s value

  • Engage with buyers on ESG matters, prepare reference materials on ESG performance and improvement over the past years, ensure alignment of values with buyers

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