Responsible investor.

We believe that any financial activity should be part of a long-term strategy for success, contributing to a sustainable future for all.

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

Our commitment to sustainable and responsible development.

Our commitment as a responsible investor is reflected in the 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

Charter for growth

Signing of France Invest's Charter of Commitment by Investors for Growth, with 16 commitments relating to economic, environmental, social, human and good 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 two degrees.

2020

Parity Charter

Signing of France Invest's Parity Charter - 30 commitments in favor of parity within Capital Export and its holdings.

2021

Label Relance

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

The principles and objectives of our ethics charter.

Our values :

01.

Putting people at the heart of economic activities by promoting fairness, transparency, respect for others and honesty.

02.

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

03.

Reduce the harmful effects of economic activity on the environment by implementing sustainable and innovative practices.

04.

Promote fairness, 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 considers ESG to be an integral part of its investment strategy.

Exclusion policy

In 2022, Capital Export strengthened its sector exclusion policy by excluding companies linked to fossil fuels and practices deemed unethical, thus adopting a rigorous and responsible approach to its investments.

Integrating ESG into the investment cycle

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

Key figures for our portfolio.

Societal, environmental and social indicators from our latest ESG report.

71%

Percentage of companies having implemented an eco-design approach

75%

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

53%

Employees benefiting from a value-sharing mechanism

Capital Export is stepping up its actions in three environmental and social areas.

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

Climate challenge

Facing up to the climate challenge

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

We guide our partner companies to reduce their greenhouse gas emissions. Each year, the companies in Capital Export's portfolio assess Scopes 1 and 2 of their carbon footprint, and Scope 3 is either fully assessed by the companies themselves, or assessed using a targeted method developed by Capital Export with the support of Cority.

Value sharing

Promoting value sharing

Aligning the interests of companies and employees

The aim of Capital Export is to align the interests of companies and their employees by systematically implementing a value-sharing tool when a shareholder's shares are resold, and thus to give employees the opportunity to share in the capital gain. Mechanisms such as company savings plans, bonus shares, stock options, BSPCE and profit-sharing are also promoted.

Inclusion

Inclusion of people with disabilities

Collaboration with LADAPT

Capital Export is committed to supporting disabled people in the workplace, collaborating from 2021 with LADAPT, an association dedicated to the autonomy and inclusion of disabled people. They have developed a questionnaire to assess inclusion within portfolio companies, enabling annual action plans to be drawn up.