For several years, Trocadero Capital Partners has been taking into account SRI (Socially Responsible Investing) criteria in its investment process. Beyond the fundamental and financial analysis of SMEs that we conduct, these extra-financial criteria matter a lot in terms of brand image and added value. As a matter of fact, a firm’s SRI practices often translate into better performance in the long term.
When considering an investment, Trocadero Capital Partners includes three dimensions:
To go further in its commitment, Trocadero Capital Partners decided to help its investments in their SRI approach by formalizing a partnership with the company Ecotree.
Ecotree is specialized in sustainable development. The company’s mission is to reward ecological awareness in an innovative way by offering cost-effective solutions for investing in tree planting in France.
Hence, depending on the company’s progress in terms of SRI criteria (collectively defined with the Management and the help of a specialized firm – INDEFI -), Trocadero Capital Partners offers them trees every year. These trees come as a reward for actions taken and will be accounted as assets in their balance sheet, so that they can improve their carbon impact. See below the map of already offered trees.
This system supports the conviction that Trocadero Capital Partners carries to the companies it invests into: financial performance and responsible approach are closely tied. Besides Trocadero Capital Partners is a signatory of the « Principles for Responsible Investment » chart (www.unpri.org). This initiative was launched by the United Nations to promote the adoption of better SRI practices by investment professionals.
Trocadero Capital Partners is a member of the association of investors for growth, France Invest. In this continuity, it signed the Parity charter which aims to have 40% of women in the management team and 25% of women at senior levels by 2030. These levels have been reached within the management company mid 2020.
Trocadero Capital Partners is a member of the Level 20 association that promotes diversity in the Private Equity market in Europe.
Trocadero Capital Partners (TCP) joined the “Initiative Climat International (iC International – iCI)” endorsed by the UNPRI in order to be part of the Private Equity’s concerted action against climate change.
The iCI manifesto involves 3 commitments fully in line with TCP’s ESG values and policy:
-To acknowledge that climate change will have impacts on the economy, both with risks and opportunities ;
-To contribute in achieving the Cop 21’s target of holding global warming below 2°C (3.6°F) ;
-To reduce portfolio companies’ greenhouse gas emissions and to ensure a more sustainable investment performance.
In order to go further, Trocadero Capital Partners decided to support portfolio companies in their progress on the ESG issues by formalizing a partnership with Ecotree.
Ecotree is a company specialized in sustainable development whose purpose is to reward and enhance the ecological awareness of companies by offering innovative solutions for profitable investments in tree planting in France.
Depending on the progression of investments based on ESG criteria defined in collaboration with the management teams and with the help of the specialized firm INDEFI, Trocadero Capital Partners offers them each year trees which reward their actions and will be registered in the assets of their balance sheet in order to enhance a carbon footprint. See the map of trees already allocated below.
This system supports the conviction that Trocadero Capital Partners brings to our investments: financial return and responsible approach are closely linked.
Find more about Trocadero’s approach on 221127 – ESG – Charte Investisseur Responsable 2022
Trocadero Capital Partners buys the trees and the companies become the owners of the trees
Ecotree assumes the planting and the maintenance of the forests
The expected return of the trees is 2%
The investments can see the location and the value of the absorbed CO2
They receive 100% of the revenues generated by the tree cutting