Investments
As a company, we are actively driving the transformation towards a sustainable infrastructure. We pursue the goal of climate-conscious management at company level and use our resources sparingly.
Sustainability
Assets create the future.
We aim to make investments that create “real”, physical assets, and to do so in a spirit of cooperation that is driven by trust, transparency, and fairness. Building on this, we want our investments to play a role in ensuring broad-based retirement provision, to provide efficient, affordable infrastructures, and hence to help make economies fit for the future.
Our contribution to the UN SDGs
Investing now in
long-term
development goals.
Most of our investments involve positive externalities, which is why tracking the UN’s Sustainable Development Goals (SDGs) is part of our investment approach. In other words, we assess our investments in terms of the contribution they make to the 17 SDGs. We then report the weighted contributions in the individual investor reports.
Sample investor report - evaluation of the contributions of an investment to the various UN SDGs
Sustainability at Palladio Partners
Living sustainability
every day.
Preserving long-term value.
Sustainability has been part of our corporate DNA right from the start. Our business strategy is based on responsible investment and a long-term focus – things that underpin lasting value creation. This is why we include sustainability aspects in everything that we do – in our daily dealings with clients and business partners and in our responsibility to society and the environment.
We are a signatory to the UN Principles for Responsible Investment (UN PRI). This commitment requires us to comply with these basic principles and to produce regular reports on our company and our investment activities.
In addition, we are an active member of organizations that promote long-term, sustainable investment.
Sustainability in our investments
Facilitating positive impacts. Minimizing negative ones.
To a large extent, the success of our investments depends on the state of the environment and on a stable social and political climate. This means that sustainability aspects in the form of ESG (environment, social, and governance) factors play an important role in our investment processes.
%
UN PRI signatories at general partner level¹
%
General partners with ESG teams/committees²
%
General partners with written ESG policies¹
>
%
General partners with dedicated ESG scores for underlying investees²
%
General partners with ESG reports¹
%
General partners with remuneration linked to ESG targets²
1 For indirect portfolios, the fund of funds family, and the coinvestment strategy; general partners = general partners/target fund managers; data valid as of Q4 2023
2 For the internal ESG scoring database, data valid as of Q4 2023
We can only do our job as an asset manager – and discharge our fiduciary duty of care and our responsibility to the environment and society – if we act sustainably. This is why we incorporate sustainability aspects throughout the investment process, from defining the investment strategy through the due diligence process and investment decision down to investee management and investment monitoring. We also include individual client requirements – such the ethical investment guidelines issued by the Protestant Church in Germany – in the process.
The proprietary ESG scoring methodology that we use during our due diligence is based on the standardized assessment of a wide range of aspects at potential investments. This produces a uniform picture of the ESG resources, the quality of ESG integration, and the methods of dealing with ESG risks and opportunities for each investment opportunity.
Sustainability in our team
Think sustainably.
Act sustainably.
Our sustained success is based on our long-term empowerment of the Palladio Partners team. That’s why equality, diversity, and tolerance are our watchwords. We are mindful of our employees’ health and offer fair, performance-driven pay. Flexible working models – including part-time working, flexible working and working from home – allow staff to achieve the best possible work-life balance.
In addition, our volunteer framework offers staff opportunities to become involved in a variety of projects, both outside work and during working hours.
9 nationalities
40% women
Our staff volunteer
for 14 charitable organizations
Source: Palladio Partners, all data valid as of Q2 2024
Contact us.
We look forward to hearing from you!
Barbara Treusch
Tel.: +49 69 17 53 72 67 57
btreuschnoSpam@palladio-partnersnoSpam.com
Palladio GmbH
Klettenbergstrasse 12
60322 Frankfurt am Main
Germany
Sustainability-related disclosures
Sustainability-related disclosures according to Articles 3, 4 and 5 of the SFRD for Palladio (Luxembourg) S.à.r.l
Statement on principal adverse impacts of investment decisions on sustainability factors (Palladio (Luxembourg) S.à r.l.)
Sustainability-related disclosures according to Articles 3, 4 and 5 of the SFRD for Palladio Management GmbH
No consideration of adverse effects on sustainability factors in investment advice (Palladio Management GmbH)
Responsible Investment Policy
“Die Welt im Wandel. Eine Zeitwende.” –2023 Sustainability Report (German only)
Other sustainability-related disclosure documents are available on our investor portal.