Triton veröffentlicht jährliche Berichte zum verantwortungsvollen Investieren, um ESG-Initiativen, Datenpunkte und Aktualisierungen seines Ansatzes sowohl auf Unternehmensebene als auch in seinen Portfoliounternehmen detailliert darzustellen. Darüber hinaus veröffentlichen wir regelmäßig Spotlight-Berichte zu verantwortungsvollem Investieren, die sich mit spezifischen ESG-Themen befassen.
Die Einbettung von ESG in den Investitionszyklus
Die Investition in Nachhaltigkeits-Megatrends
Sustainable Finance Disclosure Regulation (SFDR)
Triton Investments Management SARL (the ‘Company’) is an authorised alternative investment fund manager (AIFM), duly approved and supervised by the Luxembourg Supervisory Authority for the Financial Sector (Commission de Surveillance du Secteur Financier, the CSSF).
As an EU AIFM, the Company is regulated under Sustainable Finance Disclosure Regulation (SFDR) and makes the following disclosures in accordance with Articles 3(1), 4(1)(a) and 5(1) of the SFDR.
The Company has delegated portfolio management of the funds it manages to a Triton entity, which receives the benefit of investment advice from other Triton advisers.
Article 3: Sustainability risk policies
The Company has implemented a Responsible Investment Policy which sets out how sustainability risks are integrated into its investment decision-making process and portfolio management activities. The SFDR defines sustainability risk as an environmental, social or governance (ESG) event or condition that, if present, may result in a material negative impact on the value of the relevant fund's investments.
As part of pre-investment checks, inherent ESG risks, adverse sustainability impacts and associated management activities are assessed, to the extent that information is available. For potential investments, where deemed necessary, relevant third-party advisers are engaged to conduct due diligence on the target company. A detailed evaluation of sustainability risks is undertaken as part of the due diligence process that then feeds into investment decision-making.
Sustainability risks for existing investments are continuously monitored, leveraging relevant public and private data sources, where available. For equity investments, risks and opportunities are actively tracked via Triton’s Stewardship Programme. The ESG team supports portfolio companies in ensuring:
- appropriate governance is in place on ESG, including board oversight on ESG risks;
- material sustainability risks are identified and managed as part of their ESG Action Plan; and
- transparency on material risks and associated processes, mitigating programmes and performance through periodic reporting to investors and public disclosure.
Article 4: Adverse sustainability impacts at entity level
The Company considers the principal adverse impacts (‘PAIs’) of its investment decisions on sustainability factors.
The Company monitors and evaluates a range of investee company impacts on sustainability factors. Principal adverse impacts are considered to relate to material, negative impacts of investment decisions on environmental, social and employee matters, respect for human rights, anti-corruption and anti-bribery matters.
The Company has ensured that environmental, social and governance considerations have been integrated through the investment cycle, from initial research to final exit of the investment. ESG forms an integral part of the due diligence process, including the identification of any material ESG risks and potential principal adverse impacts relevant to the potential investment. The ESG checklist in respect of prospective investments covers ESG risks and opportunities including but not limited to the environment, climate, working conditions, human rights, labour rights, diversity, equity and inclusion, compliance, corruption and money laundering.
Investors may access to the Article 4 sustainability-related disclosures via the link below (please contact contact Triton Investor Relations for access):
Article 5: Remuneration policies in relation to the integration of sustainability risks
The Company applies a policy (the Remuneration Policy) governing the remuneration paid to its staff (the Staff), in line with regulatory requirements. The Remuneration Policy promotes sound and effective risk management and does not encourage risk-taking which is inconsistent with the risk profiles of the funds the Company manages.
The Remuneration Policy is aligned with the business strategy, objectives, values, and long-term interests of the Company as well as the funds it manages and includes measures to avoid conflicts of interest. The Staff’s remuneration may consist of a fixed and a variable component. While variable remuneration is discretionary, it is granted following a performance assessment which considers individual performance as well as business performance, future developments and risks related to the activity of the Company, the funds it manages and Triton more broadly. When assessing individual performance, both financial and non-financial criteria are considered. The Company is part of the wider Triton, which applies its Responsible Investment Policy. The Remuneration Policy is fully consistent with the Company’s and Triton’s approach to integrate sustainability risks and does not encourage excessive risk-taking with respect to sustainability risks.
To request other fund/product level disclosures, please contact Triton Investor Relations. Be sure to state the fund for which you are requesting the disclosure.
Grundsätze für verantwortungsvolle Investitionen
Triton ist seit 2012 Unterzeichner der von den Vereinten Nationen unterstützten PRI und wurde bei der letzten Bewertung im Jahr 2020 mit einem A+-Rating für die Module „Strategy and Governance” und „Private Equity” ausgezeichnet.
Als verantwortungsbewusster Investor engagiert sich Triton auch aktiv in ESG-Themen im Rahmen von verschiedenen Brancheninitiativen:
Weitere ESG Initiativen und Verpflichtungen
Wir streben danach, Portfoliounternehmen langfristig nachhaltig zu entwickeln. Aus diesem Grund erkennen wir die Bedeutung von ESG-Prinzipien an, um Werte für unsere Investoren, Portfoliounternehmen und die Gemeinden, in denen unsere Portfoliounternehmen tätig sind, zu schützen und zu schaffen.