< PreviousESG BOOK 2024/2025 I CFNEWS DIGITAL PUBLICATIONS ASSETS UNDER MANAGEMENT ESG TEAM 32 RUE DE MONCEAU 75008 PARIS www.tikehaucapital.com AREAS OF EXPERTISE Growth Leveraged Buy Out Private Debt Fund of funds Impact PRIORITY VERTICAL SECTORS Aero and Defence Regenerative Agriculture Consumer goods Cybersecurity Decarbonisation Circular economy Energy Real Estate Industry INITIATIVES PRI (2014) IGCC NZAM (Net Zero Asset Managers) (2021) QUALITATIVE DESCRIPTION TIKEHAU CAPITAL Tikehau Capital’s responsible investing charter covers the full spectrum of res- ponsible investment strategies, from exclusions to the development of sustai- nability-themed and impact products. ESG integration is at the heart of the Group’s strategy and engagement initiatives are implemented on an ad hoc basis, with the aim of advancing the sustainability journeys of portfolio com- panies. Our « Sustainability by Design » approach excludes some risky sectors, beha- viours and jurisdictions to protect value, incorporates ESG factors in financial analysis to increase value and allows us to work with management and gover- nance bodies to identify value-creating ESG measures. Informed by scientific reports from the IPCC, the IEA and the work carried out on planetary boundaries, Tikehau Capital has set up a sustainability-the- med and impact investing platform to help speed up the necessary transi- tions. This platform focuses on four themes: (i) decarbonisation, (ii) nature and bio- diversity, (iii) resilience and (iv) sustainable cities. As of March 31 2024 , this platform amounted to 11.9 billion euros including 3.2 billion euros for climate and biodiversity. Beyond private equity, the Group also proactively promotes decarbonisation across other business lines. CASE STUDY Private debt decarbonisation case stduy: Since 2015, Tikehau IM has positio- ned itself as a partner to support the international development and exter- nal growth of Lebronze Alloys SAS. In 2023, as part of a refinancing operation, close collaboration with management was established to set up a Sustaina- bility Linked Loan: SEE THE ENTIRE TEAM eduction of the carbon footprint across the three scopes in line with the Paris Agreement reduction of water consumption reduction of the accident frequency rate This Sustainability Linked Loan can lead to an upward or downward modula- tion of the credit margin, within a range of up to 45 basis points, acts as a cata- lyst for the roll-out of an ambitious sustainability action plan through to 2030 *as of March 31, 2024 € 44.1Bn * Lindee WONG Director Climate & Biodiversity Laure VILLEPELET Head of ESG & CSR lvillepelet@tikehaucapital.com lwong@tikehaucapital.com READ THE 2023/2024 VERSION DOWNLOAD THE FILEESG BOOK 2024/2025 I CFNEWS DIGITAL PUBLICATIONS Capital Markets Strategies Private Debt Private Equity Real Assets Tactical Strategies Is the percentage of sustainable assets held in the portfolio measured? ESG GOVERNANCE CLIMATE 758 employees ESG AND CLIMATE COMMITTEE COMEX MEMBERS EMPLOYEES 12 members 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 ? TIKEHAU CAPITAL ESG BOOK 2024/2025 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? common ESG objectives Total amount € +3 800M in private equity, whenever applicable yes as an Impact Committee member for impact deals no otherwise Internal reference framework referring to the European Taxonomy yes for SFDR Article 9 and Article 8 with sustainable investment objectives 2 % *The management of Tikehau Capital is undertaken by its two Managers, AF&Co Management and MCH Management. The Governance and Sustai- nability Committee noted that, instead of relying on a single Executive Committee for assistance with management decisions, the Managers call on several ad hoc Committees composed of representatives of the Group’s senior management, each specialised in particular fields. Hence, we cannot communicate on a percentage of women at a formal executive committee level. However, at Tikehau Capital level, 3 Deputy Chief Executive Officers of the Group have been appointed: Thomas Friedberger, Frédéric Giovansili and Henri Marcoux. As a result, there is no woman out of 2 cofounders and 3 deputy CEO. *as of March 31, 2024 Private Debt Private Equity Real Assets ARTICLE 8 FUNDS How often are Sustainability Linked Loans implemented on operations? SYSTEMATIC ASSETS UNDER MANAGEMENT Bn 44.1 *€ SOCIAL Are you implementing the France Invest value-sharing scheme within your holdings? SYSTEMATICMAJORITYOCCASIONAL NEVER with sustainable asset share commitment 0 %* ARTICLE 8 54 FUNDS ARTICLE 9 26 FUNDS 9 % 16(*) Réservé aux abonné(es) RESTEZ CONNECTÉ ! TÉLÉCHARGEZ * L’APPLICATION CFNEWS Transactions LBO M&A IPO Dette Levées de fonds Venture…Next >