< PreviousESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOK€ 5Bn * Coralie DE MAESSCHALCK Head of CSR & ESG Ilham ANSRIOU ESG Analyst ESG TEAM coralie.demaesschalck@kartesia.com +32 (0)2 588 73 37 Ilham.Ansriou@kartesia.com +32 (0)2 898 19 72 8 - 10 RUE LAMENNAIS 75008 PARIS www.kartesia.com AREAS OF EXPERTISE Private Debt Structured Credit Lower Mid-Market Impact Fund PRIORITY VERTICAL SECTORS Business services Healthcare IT & Telecom Industrials Industry agnostic INITIATIVES PRI (2014) ELFA (2022) TCFD alignment (2023) *as of april 30, 2023 QUALITATIVE DESCRIPTION KARTESIA Deal origination At Kartesia, as part of our Sustainability policy, we do not invest in companies covered by our sector exclusion list. We also have a separate list of activities that we may invest in, but which are highly sensitive so that will only be done with critical examination. To be up to date with all ESG changes, specific trainings and updates are given to the investment team on a regular basis. Due Diligence Our investment team performs an ESG analysis and allocates an ESG risk scoring for all the deals entering our pipeline. A detailed ESG due diligence questionnaire, which is regularly updated based on regulation evolutions, is filled in for all deals. Our ESG questionnaires are adapted to the type of investment: article 8 loan deals, article 9 loan deals, CLOs Investment holding We deploy our active engagement policy with most of our portfolio compa- nies, which enables us to support them in their ESG journey. Our ESG due dili- gence questionnaire is filled in by all the portfolio companies on an annual ba- sis. We extract KPIs from that questionnaire, and regularly monitor and track ESG performance of those companies. We assess the annual carbon footprint of all our holdings with the help of an external service provider. We share the main ESG & SFDR KPIs consolidated at fund level with our LPs in our quarterly reports, and also annually in our Sustainability Report. We operationalise ESG within Kartesia, meaning all staff members need to take responsibility for our values. For us, it is about fully integrating ESG into the organisation, not treating it as a separate department or a marketing tool. We have a centralised department, but everyone is doing the job. We have clear ESG procedures and training for the whole Kartesia team. DOWNLOAD THE FILE ASSETS UNDER MANAGEMENTESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOK*as of april 30, 2023 Is the percentage of sustainable assets held in the portfolio measured? ESG GOVERNANCE CLIMATE SOCIAL 82 People ESG AND CLIMATE COMMITTEE COMEX MEMBERS EMPLOYEES 2 Members 3 Women 20 % Are you committed to a Net Zero trajectory for yourself and your portfolio holdings? Do you assess the carbon footprint of your holdings, including scope 3 ? Integrating ESG objectives into the variable remuneration of investment teams? Is the ESG manager a member of the Investment Committee? Are you implementing the France Invest value-sharing scheme within your holdings? SYSTEMATIC MAJORITYOCCASIONALNEVER KARTESIA ESG BOOK 2023/2024 ARTICLE 6 1 FUND ARTICLE 8 6 FUNDS Integrating ESG objectives into the remuneration of portfolio managers? How often are Sustainability Linked Loans implemented on operations? SYSTEMATIC OCCASIONAL Kartesia Structured Credit I (KSC I) = 100 m€ fundraising 2 % ,5 1 % *currently being raised * ARTICLE 9 1 FUND Kartesia Impact Fund I (KIF I) = 96 m€ fundraising for our impact strategy KIF for our impact strategy KIF for our strategies KCO and KSO Kartesia Credit Opportunities III (KCO III) = 95 m€ Kartesia Credit Opportunities IV (KCO IV) = 727 m€ Kartesia Credit Opportunities V (KCO V) = 1.550 m€ Kartesia Credit Opportunities VI (KCO VI) = 369 m€ - fundraising Kartesia Senior Opportunities I (KSO I) = 766 m€ Kartesia Senior Opportunities II (KSO II) = 946 m€ fundraising We are currently in the process of affiliation with France Invest. First CPE initiatives being implemented within the portfolio. ASSETS UNDER MANAGEMENT Bn 5 *€ESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKASSETS UNDER MANAGEMENT 4 Md€ ESG TEAM 148 RUE DE L’UNIVERSITÉ 75007 - PARIS www.lbofrance.com/en AREAS OF EXPERTISE Private Equity Real Estate Venture Public equity PRIORITY VERTICAL SECTORS All sectors Digital Health Proptech INITIATIVES PRI (2011) ICI (2016, founding member) France Invest Parity Charter (2020) and Value-sharing Charter (2023) Sustainable Building Plan (2017) READ THE 2022/2023 VERSION READ THE ESG CHARTER DOWNLOAD THE FILE QUALITATIVE DESCRIPTION LBO FRANCE SEE THE ENTIRE TEAM Following the appointment of Stéphanie Casciola as CEO in June 2022, LBO France has thoroughly renewed its ESG and climate ambition. For LBO France, ESG and climate issues are key to value creation and lie at the heart of the investment approach. A high-level ESG and climate committee has been tasked with the strategic piloting of LBO France’s approach which operationally implements a fundamental principle: investment teams are at the center of ESG and climate action, throughout the investment cycle. Through a collaborative approach with operational teams and with the Head of ESG, LBO France’s investment teams perform ESG and climate analysis and implement action plan at the level of portfolio companies and assets. In addi- tion, LBO France has undertaken a complete carbon footprint (Scope 1, 2 and 3) of its most recent funds in 2022. LBO France’s platform strategy has been a differentiating factor for 20 years, combining investment experience with strong expertise on themes that pro- vide a societal impact such as digital health and Proptech. These are privileged vectors of LBO France’s ESG and climate ambition. The recent developments of the platform are fully integrated to LBO France’s ESG and climate approach, as evidenced by the awarding of the French SRI label to Public equity funds at the end of 2022 and the structuring of investment activities in Africa around impact themes. *As of 31/12/2022. Perimeter: LBO France and its subsidiaries. Total committment during the investment period, NAV post-investment periot Stanislas DE KERTANGUY Head of ESG stanislas.salaundekertanguy@lbofrance.com +33 (0)1 40 62 76 05ESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKincluding White Knight IX (Mid market), Small Caps Opportunities 2 (Small Caps) DH2 (Venture digital health) Is the percentage of sustainable assets held in the portfolio measured? ESG GOVERNANCE CLIMATE SOCIAL 58 People ESG TEAMBOARD MEMBERS EMPLOYEES 1 Head of ESG full-time 3 Women 7 Are you committed to a Net Zero trajectory for yourself and your portfolio holdings? Do you assess the carbon footprint of your holdings, including scope 3 ? *as of Dec 31, 2022 Are you implementing the France Invest value-sharing scheme within your holdings? SYSTEMATIC MAJORITYOCCASIONALNEVER LBO FRANCE ESG BOOK 2023/2024 ASSETS UNDER MANAGEMENT ARTICLE 6 36 FUNDS ARTICLE 8 32 FUNDS % We will systematically implement a value sharing framework aligned with France Invest recommendations for our next Midcap fund. 29% CUM 69% CUM * 38 % Integrating ESG objectives into the remuneration of portfolio managers? Integrating ESG objectives into the variable remuneration of investment teams? Does the ESG manager participate to the Investment Committee? ARTICLE 9 1 FUNDS 2 % NewStone sustainable investment criteria: contribution to the environmental and social transition of the real estate sector CUM 2% CUM NewStone LBO FRANCE ONLYESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKLadislas SMIA Head of Sustainability Romain TOUYÉ Sustainability Analyst DEDICATED ESG TEAM ls@mbo.plus +33 (0)6 42 78 40 21 rt@mbo.plus +33 (0)6 83 14 40 45 7 RUE COPERNIC 75116 PARIS www.mboandco.com AREAS OF EXPERTISE LBO Capital-développement Growth Private Debt PRIORITY VERTICAL SECTORS All sectors INITIATIVES PRI (2013) iCI (2015) Charte Diversité France Invest (2020) UN Global Compact (2023) QUALITATIVE DESCRIPTION Exposure to solution providers. Redirecting capital flows towards a more sus- tainable economy is essential if we are to achieve the sustainable development goals. As an active investor, we aim to accelerate the growth of companies offe- ring solutions to environmental and social challenges, thereby increasing their positive impact. ESG transformation of companies. MBO leverages its close relationships with companies to improve their environmental and social practices. Our transforma- tion plans target improvements across the entire value chain, from the extrac- tion of raw materials to the end-of-life of products. High ESG standards. Before investing, we systematically carry out ESG due dili- gence to avoid supporting activities with a negative impact while limiting our exposure to activities that could be seriously disrupted by ongoing environmen- tal and social transformations. Our responsible investment strategy is based on three pillars. This approach, supported by all our teams, enables us to contribute to the emer- gence of a more positive economy, while improving the way we take ESG risks and opportunities into account in our investments. *as of Dec 31, 2022 ASSETS UNDER MANAGEMENT € 750M * DOWNLOAD THE FILE MBO+ More information about our ESG approach can be found at: https://mbo.plus/impact/ESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKARTICLE 8 FUNDS MBO Capital 5 (2021) ARTICLE 6 FUNDS MBO Capital 4 (2017) Is the percentage of sustainable assets held in the portfolio measured? ESG GOVERNANCE CLIMATE 30 People DEDICATED ESG TEAM COMEX MEMBERS EMPLOYEES 2 Members 1 Woman 7 11 Are you committed to a Net Zero trajectory for yourself and your portfolio holdings? Do you assess the carbon footprint of your holdings, including scope 3? MBO+ ESG BOOK 2023/2024 %% Integrating ESG objectives into the remuneration of portfolio managers? Integrating ESG objectives into the variable remuneration of investment teams? Is the ESG manager a member of the Investment Committee? Référentiel interne : https://mbo.plus/impact/ 70 % How often are Sustainability Linked Loans implemented on operations? SYSTEMATIC Although MBO+ has not yet formalised a Net Zero approach, we seek to encourage the development of products and services that reduce green- house gas emissions, and we engage with all our portfolio companies to improve their climate performance. ASSETS UNDER MANAGEMENT *as of Dec 31, 2022 M 750 * € SOCIAL Are you implementing the value-sharing scheme within your holdings? SYSTEMATICMAJORITYOCCASIONAL NEVERESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKSarah MATHIEU-COMTOIS Sustainability Director Cristel EBROUSSARD Human Capital Director ESG TEAM smathieu-comtois@meanings.com +33 (0)6 47 50 99 00 cebroussard@meanings.com +33 (0)7 72 18 28 14 12 ROND POINT DES CHAMPS-ELYSÉES 75008 PARIS www.meanings.com AREAS OF EXPERTISE Private Equity Mid Cap Private Equity Growth Real Estate Value Add PRIORITY VERTICAL SECTORS Services Industry Transportation Digital and cybersecurity Health Education Inclusion Real Estate INITIATIVES Sustainability Commission / France Invest ISR / ASPIM Commission PRI SBTi iCI EDCI ISR Label QUALITATIVE DESCRIPTION MEANINGS CAPITAL PARTNERS Our conviction is that true value creation can only be sustainable. This conviction, which is reflected in our Humanly Responsible Investor® philosophy, is the foun- dation on which the Meanings Capital Partners investment platform was built in 2016 and continues to be developed today. 2022 was an opportunity to take a step back and assess the results of our Sustai- nability approach to date. The conclusion is that sustainable transformations are taking place systemati- cally, across each and every portfolio of the Meanings’ platform, and are directly associated to value creation, one that is measured and proven. Armed with this solid Sustainability track record, we have accelerated our efforts in 2022. We have strengthened our Sustainability team, made strong commit- ments for the future, including a 1.5°C alignment strategy validated by the Science Based Targets initiative (SBTi) covering 100% of Meanings’ assets under management. We also strengthened our governance by tying 25% of the carried interest of our next Mid Cap fund to our Sustainability com- mitments and set up an independent Strategic Committee for the platform, among other things. These accelerations, which will continue in 2023, all have one objective: to in- crease our capacity to support the sustainable transformation of our invest- ments’ business models, so that financial, social and environmental perfor- mance converge in all our investment strategies towards a single concept of excellence and long-term resilience. This requires an alignment of interests, strong shareholder involvement and a concentration of efforts. € 1Bn * *as of april 30, 2023 ASSETS UNDER MANAGEMENT DOWNLOAD THE FILEESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKIs the percentage of sustainable assets held in the portfolio measured? ESG GOVERNANCE CLIMATE SOCIAL 45 employees ESG TEAMCOMEX MEMBERS EMPLOYEES 4 FTEs 2 women 8 % 20 % Are you committed to a Net Zero trajectory for yourself and your portfolio holdings? Do you assess the carbon footprint of your holdings, including scope 3 ? Are ESG objectives integrated into the variable compensation of investment teams? Is the ESG manager a member of the Investment Committee? MEANINGS CAPITAL PARTNERS ESG BOOK 2023/2024 ARTICLE 8 5 FUNDS Are ESG objectives integrated into the compensation of portfolio managers? How often are Sustainability Linked Loans implemented on operations? OCCASIONAL Private Equity Mid Cap : 29% (Green Revenue Ratio) Private Equity Growth : 0% (none of the assets are eligible because none of the sectors are priority sectors for climate change) Real Estate Value Add : 78% (Green CAPEX Ratio) as well as 25% of the carried interest 1,5°C alignment in 2032 and net zero in 2040 ARTICLE 8 1 FUND European Taxonomy 47 % *as of april 30, 2023 ASSETS UNDER MANAGEMENT Bn 1 * € Are you implementing the France Invest value-sharing scheme within your holdings? SYSTEMATIC MAJORITYOCCASIONAL NEVER with sustainable asset share commitmentESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKESG TEAM 5/7 RUE DE MONTTESSUY 75007 PARIS www.naxicap.com AREAS OF EXPERTISE LBO Capital-développement PRIORITY VERTICAL SECTORS All sectors INITIATIVES PRI (2016) ICI (2016) QUALITATIVE DESCRIPTION NAXICAP PARTNERS ENGAGEMENT ACTIF At Naxicap Partners, we believe portfolio companies’ growth is to be suppor- ted and guided by shareholders actively. Our role is to maximize every port- folio company’s potential to create tomorrow’s leaders on their markets. We believe a company can hardly achieve this position without integrating and managing sustainability factors proactively. Therefore, our pledge as Private Equity responsible investor is to engage with portfolio companies on their ESG performance, challenge them on most material topics (climate change, diversity, inclusion, supply chain, etc.) to foster their sustainability and econo- mic growth. Over 2022, the ESG Team has engaged active dialogue on specific topics aside ESG reporting with several portfolio companies. Example : SIBLU has committed to a 30% reduction in its carbon footprint by 2030 (scope 1 & 2) and is exploring various strategies (transportation policy for customers, eco-designed mobile-homes, energy savings policy, solar panels, second-hand mobiles-homes, etc.). In addition, the Group off-sets its emis- sions through diverse projects (2000 TCO2 offset). 20 COMPANIES ACTIVELY SUPPORTED BY THE ESG TEAM in 2022 Representing 47% of amounts invested (ESG scope) *as of Dec 31, 2022 READ THE 2022/2023 VERSION DOWNLOAD THE FILE € 7Bn * ASSETS UNDER MANAGEMENT SEE THE ENTIRE TEAM Joanna TIRBAKH ESG Director Hervé CHUNG ESG Analyst herve.chung@naxicap.com +33 (0)1 84 79 72 59 joanna.tirbakh@naxicap.com +33 (0)1 84 79 72 34ESG BOOK 2023/2024 I CFNEWS DIGITAL PUBLICATIONS ESG BOOKESG GOVERNANCE CLIMATE SOCIAL 95 People ESG AND CLIMATE COMMITTEE COMEX MEMBERS EMPLOYEES 4 Members 1 Woman Integrating ESG objectives into the variable remuneration of investment teams? Is the ESG manager a member of the Investment Committee? NAXICAP PARTNERS ESG BOOK 2023/2024 Integrating ESG objectives into the remuneration of portfolio managers? 20 % 4 % ,2 ARTICLE 6 FUNDS ARTICLE 8 1 FUND NIO III in the process of being raised € 4.4 billion invested All funds Is the percentage of sustainable assets held in the portfolio measured? Are you committed to a Net Zero trajectory for yourself and your portfolio holdings? Do you assess the carbon footprint of your holdings, including scope 3 ? Are you implementing the France Invest value-sharing scheme within your holdings? SYSTEMATICMAJORITYOCCASIONAL NEVER ASSETS UNDER MANAGEMENT *as of Dec 31, 2022 Bn 7 *€Next >