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Impact
Sustainability-related disclosures
Disclosing our objectives and practices in alignment with the European Union’s Regulation 2019/2088 (SFDR).
Corporate Social Responsibility (CSR)
Recognizing our responsibilities towards our societal stakeholders.
Framework forImpact Measurementand Management (FIMM)
Impact Measurement Framework
Our impact measurement approach is structured according to 8 objectives at 3 levels.
Our performance against each of these objectives is expressed and measured with dedicated indicators.
Impact Management Framework
Our strategy for managing the impact of our investments builds on the framework depicted below. The framework is aligned with the IFC Impact Principles. It is designed to cover all relevant aspects from strategic decisions to everyday operations, and to ensure that impact considerations are fully integrated into all phases of the investment lifecycle.
For a more detailed description of the framework, see our FIMM report.
Our Impact in Numbers
A more complete presentation of our impact can be found in the AlphaMundi Group Impact Report 2022
Operating Principlesfor Impact Management
AlphaMundi Group is a founding signatory to the Operating Principles for Impact Management. The principles provide a reference point against which the impact management practices of funds and institutions – including our own – may be developed and assessed. They draw on emerging best practices from a range of asset managers, asset owners, asset allocators, and development finance institutions.
In compliance with the disclosure requirements of the Impact Principles, AlphaMundi Group makes the following documents publicly available:
Sustainability Disclosures
The SocialAlpha Investment Fund (SAIF), domiciled in Luxembourg, is subject to the European Union’s Regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR). In compliance with the regulation, the following disclosures are published:
Joint entity-level disclosures for the SocialAlpha Investment Fund (SAIF) and AlphaMundi Group Ltd
Product-level disclosures
B Corp
A foundational belief of AMG is that business can be a force for good, and that businesses must take on a proactive role in addressing today’s pressing societal and environmental challenges. In keeping with this belief, in early 2022 we began the process to become a certified B Corporation.
We embark on this journey with the intention to ensure that in addition to creating positive impacts through our investments our own operations adhere to appropriate standards of sustainability. Through this assessment process we expect to gain a detailed roadmap for reaching that objective.
Corporate SocialResponsibility (CSR)
As a financial institution, AlphaMundi Group recognizes having responsibilities towards a broad set of societal stakeholders, including its investors, investees, investee clients and household beneficiaries, employees, industry actors, and the communities in which it operates. We fulfil such responsibilities by:
- Financing impact ventures profitably, with the intent to contribute to measurable positive social and/or environmental impacts;
- Field-building through participation in industry initiatives, associations and advocacy;
- The list of memberships is reviewed annually and currently includes IFC Principles, Global Steering Group for Impact Investment (GSG), Toniic, Swiss Sustainable Finance (SSF), Sustainable Finance Geneva (SFG), Gender Lens Initiative for Switzerland (GLIS), PYM, Latimpacto, ColCapital, East Africa Venture Capital Association (EAVCA);
- Being a reliable and professional partner to our investors and investees;
- Promoting fair, equitable and safe employment conditions and complying with relevant labour laws and regulations;
- Promoting business practices and operations that minimize related environmental impacts;
- Donating 20% of our annual profits to the AlphaMundi Foundation, which provides technical assistance to impact ventures and selectively sponsors industry initiatives;
- Donating 1 % of our gross revenues to non-profit entities; each of our regional entity is allocated an annual budget to be disbursed to select charities in their community.
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