FOR INVESTORS
Investment Strategy
The formal investment strategy reflects your decision-making criteria when selecting portfolio companies:
It is therefore a guideline for your deal team, but also a promise to investors.
We support you in formulating your individual investment principles. Typically, these address positive and exclusion criteria.
Positive Criteria (examples)
- Business models with a directly positive sustainability impact, e. g. regarding the UN Sustainable Development Goals
- The management team in the target company shares your ESG strategy and works actively to optimize its business model for sustainability
Exclusion Criteria (examples)
- Violations of international norms, for example in the areas of labor and human rights, corruption, or sanctions
- Activities in problematic business areas such as armaments, tobacco, pornography, nuclear energy, or fossil fuels
- Standards and investor initiatives in German-speaking countries as well as on a global level also use exclusion criteria: we help you meet the benchmarks that are important to you
Further Services to embed ESG in your Investment Process
Your Contact Person
Matthias Bönning
Managing Director / Contact person for Private Equity Firms
Phone: +49 171 8170380
Email: matthias.boenning@fors.earth