Responsible investment

We believe that all financial activity should align with a long-term strategy for success that contributes to a sustainable future.

A river in the middle of a forest, seen from the air

Our commitment to sustainable and responsible development

Our commitment to responsible investment is reflected in our conviction that financial and extra-financial performance go hand-in-hand to generate value. Since 2016, Capital Export has joined the following initiatives:

ESG Report - Edition 2024

2016

Growth Charter

Signature of France Invest's Investors for Growth Commitment Charter, featuring 16 commitments around economic, environmental, social, and governance issues.

2017

PRI

Signature of the United Nations Principles for Responsible Investment (UNPRI).

2019

ICI

Signature of the International Climate Initiative (ICI) to contribute to the COP21 objective of limiting global warming to 2 degrees.

2020

Gender Parity Charter

Signature of France Invest's Gender Parity Charter - 30 commitments to foster gender equality in Capital Export and its holdings.

2021

Label Relance

The Capital Export III fund is awarded the "Relance" label by the French Ministry of Finance. As such, Capital Export is committed to incorporating ESG criteria into its shareholder engagement and investment strategy.

The principles and objectives of our Code of Ethics.

Our values:

01.

Place people at the heart of our economic activities by promoting equity, transparency, respect for others, and honesty.

02.

Respect all the company's stakeholders (including customers, suppliers, investors, and employees).

03.

Reduce the environmental impacts of economic activity by implementing innovative and sustainable practices.

04.

Promote equity, transparency, respect for others, and honesty in all our interactions and professional practices.

A drop of water at the end of a branch ready to fall

Capital Export views ESG as an integral part of our investment strategy.

Exclusion policy

In 2022, Capital Export strengthened our sector disqualification policy by excluding companies linked to fossil fuels and unethical practices, thereby adopting a rigorous and responsible approach to our investments.

Integrating ESG into the investment cycle

Capital Export has integrated environmental, social, and governance (ESG) criteria into our investment process, with a focus on sustainability risk analysis and compliance with our ethical charter.

Key figures of our portfolio

Environmental, social, and governance indicators from our latest ESG report.

71%

of companies have implemented an eco-design approach

75%

of companies have Scope 1, 2 and 3 carbon footprints (significant items)

53%

of employees have access to a value-sharing scheme

Capital Export is expanding our efforts in three social and environmental areas.

A snow-capped mountain range with a lake in the middle

Climate action

Adressing climate change

Capital Export is stepping up our efforts to combat climate change.

We help our partner companies reduce their greenhouse gas emissions. Each year, our portfolio companies assess their Scope 1 and 2 carbon footprints. Scope 3 is either assessed by companies themselves or using a targeted method developed by Capital Export, with support from Cority.

Value sharing

Promoting value sharing

Aligning the interests of companies and employees

Capital Export aims to align the interests of companies and their employees by systematically including a value-sharing tool when a shareholder's shares are resold to give employees the opportunity to share in capital gains. We also promote tools such as company savings plans, bonus shares, stock options, and profit-sharing.

Inclusion

Inclusion of people with disabilities

Collaboration with LADAPT

Capital Export is committed to supporting people with disabilities in the workplace. Since 2021, we have worked with LADAPT, an organization that promotes the autonomy and inclusion of people with disabilities. They have developed a questionnaire to assess disability inclusion across our portfolio companies, resulting in the establishment of annual action plans.