RESPONSIBLE INVESTMENT AT ALLEGRO
WE ARE HIGH IMPACT INVESTORS WHO BUILD GREAT BUSINESSES THROUH ACTIVE COMPLEX TRANSFORMATION TO DELIVER SUPERIOR RETURNS WITH SUSTAINABILITY AND SOCIAL RESPONSIBILITY EMBEDDED IN OUR APPROACH
As responsible stewards of capital, we recognise our position of influence towards our portfolio companies, and our responsibility of delivering returns for our stakeholders. We believe the consideration of Environmental, Social and Governance (ESG) factors in our investment decisions complements financial, competitive and reputational performance and will drive further value for our investors.
OUR FOCUS
We have identified 6 priority ESG focus areas which we consider to be most material to our stakeholders and where we believe we can make the most meaningful contributions across allegro and our portfolio companies. These are:
- Environmental impact
- Diversity & inclusion
- Employee engagement
- Work health and safety
- Corporate governance
- Risk management
OUR APPROACH
ESG is embedded at each step of the investment process to ensure it is considered in everything we do.
We only consider investing in companies which are not in our exclusion list, and target businesses with positive impact.
Before we invest, we assess for material ESG risks and confirm that the companies are willing to align on important ESG initiatives.
We develop value creation plans which align our portfolio companies ESG priorities to their business strategy.
We implement robust reporting and governance frameworks to closely monitor the success of ESG initiatives and manage risks.
See our Responsible Investment Policy for more information on our approach to responsible investment.
TRANSPARENCY
As signatories to UN PRI since February 2011, we are proud to be part of the world’s leading proponent of responsible investment.
EDCI provides clear, practical guidance for common ESG metrics for private market reporting. These core metrics will be reported across each of our portfolio companies.
REPORTING
To view the Allegro Funds 2023 ESG Report, please click here
ESG ADVOCACY AND PRIVATE EQUITY INDUSTRY ENGAGEMENT
Allegro Funds has been an active member of the Australian Investment Council since 2005 and one of our Partners, Chester Moynihan, has contributed as a Director on the AIC Board since 2017.
For details please visit Australian Investment Council
INITIATIVES
Environmental Initiatives
Team Global Express, Gull New Zealand
Social Initiatives
Slater+Gordon Lawyers, Discovery Parks
Governance Initiatives
Questas