Disclaimer and terms of use for our website

Disclaimer

This website contains information on Palladio GmbH and its affiliated companies, in particular Palladio (Luxembourg) S.à r.l. and Palladio Management GmbH (hereinafter referred to as "Palladio Partners").

By entering this website, you hereby confirm that you qualify as a professional client within the meaning of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on Markets in Financial Instruments (MIFID II Directive) or that you are acting as a representative for a professional client and, in particular, that you are not a consumer/retail investor.

The information on this website is not intended for recipients in the United States of America. US persons (as defined in Regulation S of the US Securities Act of 1933) and residents of the United States of America are not permitted to use this website. The information on this website may not be forwarded to the United States of America. Securities, including shares in investment funds, in respect of which information is contained on this website have not been and will not be registered under the US Securities Act of 1933. In addition, trading in these securities is not permitted under the US Commodities Exchange Act of 1936. The securities, including shares in investment funds, may not be offered or marketed in the United States of America, nor may they be offered or marketed to US citizens or residents of the United States of America.

In addition, all information on this website relating to securities, including shares in investment funds, and financial services has only been reviewed for compliance with Luxembourg and German law. The distribution of such information in other jurisdictions may be subject to legal restrictions. The information on this website is therefore not directed at persons whose place of residence or business is in another jurisdiction where the distribution or use of such information would be contrary to applicable laws or regulations.

The content of this website does not constitute an individual investment recommendation or an invitation to subscribe to or an offer to buy or sell investment funds, securities or other financial instruments, nor does it constitute advertising for a specific financial product or a specific financial service. Equally, it is not information recommending an investment strategy within the meaning of Article 3 (1) (34) of Regulation (EU) No 596/2014 or an investment recommendation within the meaning of Article 3 (1) (35) of Regulation (EU) No 596/2014 or section 85 of the WpHG/Articles 36, 37 of Regulation (EU) 2017/565. The content of this website is not a substitute for investor- or investment-specific advice or for legal/ax advice.

Certain statements made on this website reflect the subjective views and opinions of Palladio Partners and its personnel, and cannot be independently verified, while other information has been obtained from third-party sources. Although such information is believed to be reliable for the purposes used herein, Palladio Partners has not independently verified such information and despite all due care, statements, data and information may be or become inaccurate. Therefore, no guarantee can be given that the information provided herein is up to date, correct, or complete, or that it is suitable for the purposes of the recipient; any and all liability on the part of Palladio Partners companies or persons in this regard is excluded as far as is legally permissible.

This website may contain forward-looking statements. These statements are based on plans, estimates, forecasts and expectations available at the time of preparation. By their very nature, forward-looking statements involve risks and uncertainties. A variety of different factors could cause actual results to differ materially from those in the forward-looking statements. Palladio Partners therefore gives no assurance that the expectations expressed or implied by the forward-looking statements will be achieved. Statements regarding the performance or volatility of an asset class are indicative only and not a forecast of the future. In general, alternative investments involve a high degree of risk, including the potential loss of the capital invested. These investments can be highly illiquid, charge higher fees than other investments, typically do not generate a consistent rate of return, and may decline in value. These investments are not subject to the same regulatory requirements as other registered or traditional investment products.

There is no guarantee of future returns, and an investment may result in a financial loss. Market and exchange rate movements may cause the capital value of investments, and the income from them, to go down as well as up, and investors may not get back the amount originally invested. Past performance is not indicative of future returns. The (performance) scenarios presented for an alternative investment fund (AIF) or other investment are generally an estimate of future performance based on past experience of the performance of that investment and/or current market conditions, and are not an exact indicator. How much you receive depends on how the market performs and how long you hold the investment/product. The results and future performance of AIFs are subject to taxation, which depends on the personal situation of the investor concerned and which may change in the future. Palladio Partners also assumes no obligation to update these forward-looking statements. Furthermore, Palladio Partners reserves the right to make changes or additions to the information provided at any time.

Sustainability related disclosures can be found at: https://palladio-partners.com/en/sustainability/

Any decision to invest in an AIF should take into account all the characteristics and objectives of such AIF as described in its fund documents, particularly its private placement memorandum and subscription documents.

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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.

 

More about our commitment

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

PDF download

Statement on principal adverse impacts of investment decisions on sustainability factors (Palladio (Luxembourg) S.à r.l.)

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Sustainability-related disclosures according to Articles 3, 4 and 5 of the SFRD for Palladio Management GmbH 

PDF download

No consideration of adverse effects on sustainability factors in investment advice (Palladio Management GmbH)

PDF download

Responsible Investment Policy

PDF download

“Die Welt im Wandel. Eine Zeitwende.” –2023 Sustainability Report (German only)

PDF download

Other sustainability-related disclosure documents are available on our investor portal.

Investor portal

Request access data for our investor portal