Bij Pontex Investment Parnters geloven wij in duurzame en lange-termijn waardecreatie. Dat doen wij door verantwoord te investeren, met oog voor mens, milieu, organisatie en maatschappij.
Wij investeren in bedrijven die onze normen en waarden delen en leveren een active bijdrage om de ESG waardes te waarborgen.
ESG en waardecreatie
ESG staat voor Environmental, Social en Governance (Milieu, Maatschappij en Governance) en verwijst naar de drie centrale factoren in het meten van de duurzaamheid van een belegging. ESG beleggen houdt rekening met de gevolgen van de bedrijfsvoering op milieu, mens en maatschappij naast het financiele rendement en risico
Wij geloven dat ESG en waardecreatie hand in hand gaan. Door ESG-factoren te integreren, kunnen investeerders risico’s beperken en negatieve impact identificeren, rendement genereren en tegelijkertijd een positieve impact hebben op de samenleving, werknemers, klanten, leveranciers en het milieu. Het is een krachtige manier om te bouwen aan een duurzame toekomst en waarde te creëren voor alle belanghebbenden.
Sustainable Finance Disclosure Regulation (SFDR)
The Sustainable Finance Disclosure Regulation (“SFDR“) is a set of EU rules and forms a fundamental pillar of the EU Sustainable Finance agenda which aims to promote sustainable investment across the EU, and a new EU Taxonomy to make the sustainability profile of financial market participants like Pontex Investment Partners B.V. (“Pontex“) more comparable and better understood by stakeholders.
In order to comply with the sustainable finance disclosure regulation (SFDR)1 and the SFDR Delegated Regulation2 Pontex makes the following disclosures.
Integration of sustainability risks
A sustainability risk means “an environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of the investment”.
Before any investment decisions are made on behalf of a fund that Pontex manages, an investment decision process is followed. Pontex views ESG as a standard topic in the pre-investment process. Part of the investment decisions process is that Pontex assesses the risks attached to a potential investment opportunity, which includes sustainability risks. Identified sustainability risks are considered by Pontex when making investment decisions.
In addition, Pontex pays staff a combination of fixed remuneration and variable remuneration (including a possible bonus). Variable remuneration for relevant staff also takes into account compliance with all policies and procedures which are in effect within Pontex, including those relating to taking into account sustainability risks on the investment decision making process.
Employees are made aware of the applicable policies and procedures when starting their employment with Pontex.
No consideration of adverse impacts of investment decisions on sustainability factors
In accordance with article 4 sub 1 (b) of the SFDR, Pontex states that it does not consider adverse impacts of investment decisions on sustainability factors as set forth in article 4 sub 1 (a) of the Disclosure Regulation and therefore does not make the disclosures as described in article 4 sub 1 (a) of the SFDR. At this stage Pontex does not consider the adverse impacts of its investment decisions on sustainability factors. Pontex could not reasonably gather and/or measure all the relevant data of the portfolio companies of Pontex, taking into account reasonable cost for clients and investors and due to the small size of the organisation of Pontex, such disclosure as set forth in article 4 sub 1 (a) of the SFDR and the administrative burden in connection therewith would not be proportional.
Pontex continues to closely monitor the market developments (including the level of availability of the data) as well as the regulatory developments. Pontex will at least on an annual basis review whether and when to comply with article 4 sub 1 (a) of the SFDR.
1Regulation (EU) 2019/2088
2Commission Delegated Regulation (EU) 2022/1288