Page 18 - Demo
P. 18


                                    1. ABOUT OMNES AND ESG IN OUR INVESTMENTSOMNES CAPITAL ESG INTEGRATION FRAMEWORKE SG integration at Omnes operates across the full investment lifecycle %u2013 pre-investment, holding period, and exit %u2013 and is applied consistently across all strategies, subject to the requirements and exclusions applicable to each fund.At the pre-investment stage, investment teams carry out comprehensive ESG due diligence using a proprietary Omnes scoring methodology developed by the ESG & Sustainability team, in collaboration with the relevant investment team representative on the ESG Committee. The process encompasses a thorough assessment of each target's sustainability strategy, current performance, material risks, and organizational capabilities. Scoring methodologies are tailored to the specific ESG requirements of each fund and the nature of its investment targets, and are reviewed and revised every two years. Climate and biodiversity risk assessment is an integral part of this process, involving the Altitude platform. Where the risk profile warrants it, additional ESG due diligence is commissioned from external providers.During the holding period, Omnes prepares an ESG Action Plan for each new investment. For Renewable Energy investments in the Capenergie 4 and 5 funds, this is built around the proprietary Capenergie Sustainability Maturity Framework, which assesses and monitors ESG maturity across five themes: governance, human capital, environment, external stakeholders, and fund-specific criteria. The framework was enhanced in 2024 with a five-step guidance system on sustainable management across the value chain. An equivalent framework has been developed for the Omnes Real Tech Fund 2, with effective implementation in 2025, and the firm%u2019s intention is to extend this approach progressively across its fund range.Sustainability data is collected from portfolio companies through annual questionnaires designed by the ESG & Sustainability team and managed via the Novata software platform. Questionnaires are updated annually to align with Omnes%u2019 commitments, regulatory obligations, and investor expectations, and cover harmonized climate indicators %u2013 greenhouse gas emissions across Scopes 1, 2, and 3, fossil fuel exposure, and Paris Agreement alignment %u2013 and the principal adverse impact indicators required under SFDR. Data is analyzed in-house and used both to shape engage
                                
   12   13   14   15   16   17   18   19   20   21   22