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Our commitments
As an investor in the healthcare sector, integrating Environmental, Social, and Governance (ESG) issues into the investment process is key for Vivalto Partners. We are convinced that this approach is essential to successfully supporting the sustainable growth of ambitious and innovative companies and to helping them build effective responses to tomorrow’s healthcare challenges.
At Vivalto Partners, we believe that considering ESG issues is a hallmark of a company with robust operational processes and will ultimately justify a higher valuation at exit.
A strategy in alignment with our values
Before any investment, Vivalto Partners is committed to assessing whether the companies under consideration align with our values and ESG policy. While business activities and financial parameters remain key factors in investment decisions, the identification of potential ESG risks may serve as a barrier to investing.
During the preliminary analysis phase, Vivalto Partners ensures that the target company is not operating in countries or sectors included in its exclusion list. Vivalto Partners will not invest in countries under international sanctions, those presenting high ESG risks, or in the following sectors:
- Standard exclusion sectors: Illegal economic activities, industries involving child labor, pornography, prostitution, manufacturing or trade of tobacco or distilled alcoholic beverages and related products, casino or other gambling operations
- Human genome modification or cloning (activities considered unethical by the European Union)
- Biological weapons or any other type of weapons or munitions
- Treatments used for lethal purposes
In addition, Vivalto Partners commits to conducting an analysis of the target company’s potential risks, taking into account major ESG factors. The aim is to identify any significant ESG risks related to the company.
ESG Governance tailored to each portfolio company
Throughout the investment period, Vivalto Partners is committed to supporting its portfolio companies in improving their ESG practices through a pragmatic approach adapted to each business. The ESG roadmap and its follow-up during the investment period are supported by ESG governance at the level of each portfolio company, particularly through:
- ESG representative within each portfolio company
- Including ESG topics in board meetings at least once a year
Vivalto Partners also requires portfolio companies to align their ethical standards with its own by signing and complying with the Vivalto Partners Code of Ethics. Every year, we share with our investors, through an annual report, the key ESG performance indicators for Vivalto Partners and its portfolio companies.
When exiting a portfolio company, Vivalto Partners evaluates the ESG progress made during the investment period.
As mentioned earlier, Vivalto Partners has implemented ongoing monitoring of ESG issues and performance in its portfolio companies, based on market best practices.
Vivalto Partners’ ESG reporting covers the following areas:
Environment
Social
Governance
All funds managed by Vivalto Partners are classified as “Article 8” under Delegated Regulation (EU) 2019/2088 (SFDR – Sustainability-related Financial Disclosure Regulation).
Furthermore, Vivalto Partners is committed to considering Principal Adverse Impacts (PAIs) in accordance with Article 4(1) of the SFDR. The 14 mandatory PAIs and 2 optional PAIs have been identified in compliance with regulatory requirements and are monitored throughout the investment process.
The entire process is publicly disclosed, including some data, in the Article 29 LEC report, which can be accessed via the link below.