Our Approach
Our Investment teams, supported by our long-established RI team, makes sure that our investment processes, decision-making and periods of stewardship incorporate RI awareness throughout.
For more information on how we use material sustainability matters to help select and future-proof companies, please refer to our RI Policy.
The Role of Responsibility in our Investment Process
Sourcing & Selection
All investments must align with the IK RI Policy and any additional fund-specific commitments outlined in the governing legal documentation.
IK’s investment professionals, with the support of the IK RI Team, will assess material sustainability-related risks using internal and (where applicable) external tools, frameworks, research and analysis. The Firm may also instruct external specialists to perform enhanced sustainability due diligence on potential targets.
IC Memorandum & Decision-Making
The IC Memorandum includes an overview of material sustainability-related risks and opportunities, along with key screening and due diligence findings as well as an overview of alignment with any fund-specific sustainability-related requirements.
Active Ownership & Portfolio Monitoring
IK actively participates on the boards of certain PCs, enabling us to provide strategic guidance and monitoring. We encourage the board of directors to address material sustainability topics at least once a year.
We continuously strive to institute and maintain high standards of governance and business ethics within our PCs by asking them to formally adopt the IK Ethical Guidelines for Portfolio Companies.
We encourage our PCs to periodically report key performance indicators related to sustainability and aggregate this data to enable the Firm and its funds to conduct risk analysis, meet regulatory reporting requirements and fulfil data requests received from investors.
Exit
Depending on the structure of the exit process, vendor due diligence may cover sustainability-related matters.
Engaging with the Industry
Our Progress
2023-2024
2023
IK Partners in the Community
IK Aid and Relief Enterprise (IKARE) was launched in 2006 with the aim of strengthening health delivery infrastructures and functions as a conduit for IK Partners’ venture philanthropy activities. Since inception, IKARE has worked closely with a number of strong social entrepreneurs with innovative solutions focused on improving access to quality health care services for marginalised communities. IK Partners has contributed around €2 million to IKARE to date and has also provided valuable non-financial support through accounting, communication and IT services.
Local Initiatives
IK staff across our regions have chosen to be involved in various initiatives. The level of involvement varies dependent on region and activities include a combination of donations of time and money. Each charity we support was chosen by the respective offices and covers homelessness, disease, food banks, education and child poverty.
