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.
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
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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
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In addition, all information on this website relating to securities, including
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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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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.
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 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.
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.
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
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 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.