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With a rigorous investment approach, our professional team totals 30 years of experience. We stand out from other private equity firms thanks to our investment/portfolio management processes. These are deeply embedded in sustainability factors, emphasizing measurable/manageable environmental and social impacts for the portfolio company’s impact realization.
This is a complex process requiring both expertise and immense effort. However, Sylvan is driven by our strong belief that we can achieve both attractive commercial returns and social/environmental impact through our commitment. This clearly defined approach integrates sustainable factors (including overall ESG such as data security, tax transparency, not limited to *sustainable factors under ‘SFDR’) throughout the investment process as well as identifying and prioritizing **Principal Adverse Impacts (‘PAI’) of our investment decisions.
We contribute ESG and impact inputs to the investment documents for PIM, ICM, and FICM, and regular investment reports. This ensures consistency in assessing and addressing the ESGI issues facing investment targets and investee companies.
We also keep the team focused on sustainability factors with measurable and trackable indices throughout the investment process, from deal origination (‘sourcing’) to screening, assessment (‘due diligence’), planning & management (‘portfolio management’) during the ownership period and the eventual sale of the company (‘exit’).
*Sustainability factors under SFDR are listed as environmental, social, and employee matters, as well as matters relating to human rights, anti-corruption, and anti-bribery.
** We are in the process of preparing PAI assessment process on our due diligence process and developing Sylvan’s methodology for core PAI indexes evaluation.
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At Sylvan, we integrate ESGI factors into the investment process to capture the ESGI opportunities and reduce sustainability risks.
Please see the detailed Sylvan’s ESGI investment approach at the link below.
Pre-Investment
Initial Screening
Focuses on Growth Potentials with Positive Environmental/Social Impact
Pre-Investment
ESGI Assessment
Due Diligence for ESG and Environmental/Social Impact Assessment
Pre-Investment
ESGI Planning
Management Planning Including ESGI Implementation Plan
Pre-Investment
Investment Agreement
Consensus Bulid-up
Post-Investment
Engagement & Monitoring
ESGI Management & Support
Post-Investment
Exit
ESGI Reassessment & Partnership Build-up