Vertis adopts a responsible investment approach in selecting its investments; ESG factors are therefore integrated into the investment process, thus allowing an even more reliable analysis of both potential opportunities and any risks
Vertis and attention to sustainability issues
Vertis, through the funds under management, invests in startups, scaleups and technological and innovative SMEs, promoting research and development on the national territory.
As part of its strategic commitment, Vertis adopts sustainability principles in order to integrate ESG factors (acronym for “Environmental”, “Social” and “Governance”) internally and in its investment process.
The integration of ESG criteria within the Vertis investment process
With the aim of maximizing its results in terms of sustainability, Vertis integrates ESG factors into its investment approach, undertakes to monitor and manage the risks and opportunities associated with sustainability issues and implements its commitment to operational level starting from the investment and divestment processes, in the belief that this gives greater strength and consistency to the choices and activities of the SGR.
Vertis adopts a mix of sustainable investment strategies appropriate to its operations including, by way of non-exhaustive example, the adoption of screening tools, engagement with its companies and the application of the exclusion criteria provided for each Fund.
In order to consider and integrate ESG criteria into its investment activities, the SGR adopts the following 5 sustainability principles:
Evaluate and mitigate risks and potential impacts: Vertis integrates sustainability risks, starting from the assessment of the investment targets, among the information and drivers evaluated in its choices, in the belief that ESG risk management allows to strengthen the investment process and can facilitate the creation of lasting value in companies;
Seize and exploit opportunities: the SGR considers good ESG performance, current or potential, as a rewarding element in the evaluation of its investments;
Contribute to sustainable development: through its investment activity, Vertis aims to align itself with the sustainability objectives defined at European and international level, starting with the UN SDGs, promoting, where possible, practices and activities that help to facilitate their achievement;
Monitor and report performance: Vertis collaborates with investee companies to periodically collect information on the most relevant ESG issues, with frequency and level of detail appropriate for the size and operations of the companies in the portfolio, and communicate the results of its management and ‘commitment of the companies themselves to their stakeholders;
Promote dialogue and commitment: through communication, the dissemination of know-how and the network of the investment team, the SGR aims to promote the adoption of sustainable investment principles and discussion on ESG issues, in order to share good practices and solutions that are progressively establishing themselves in the sector and encourage collaboration towards common priorities in terms of sustainability.
Measurement of the integration of ESG factors within your organization
As part of the definition of its ESG Policy, Vertis defines appropriate roles and responsibilities, procedures and objectives to implement the commitments made in terms of sustainability.
Vertis draws up an annual ESG report on its progress, which constitutes a report on the overall performance of the SGR and its Funds on the integration of ESG factors.
The SGR also communicates to its investors the results achieved in applying the ESG Policy to the Funds managed following the procedures defined in the Regulations of each Fund.