Our investment strategy
TARGET AND INDETIFY
The targeted projects have a double goal: financial returns and social impact. They may be economically viable social enterprises with or without dividend distribution, co-operative companies or limited liability companies.
ANALYSE AND SELECT
Projects are approved by the Investment Committee, composed of professionals with diversified backgrounds and a variety of complementary skills, who apply analytical methods stemming from traditional Venture Capital.
SFOLLOW UP AND MENTORING INVESTEES
Phitrust Partenaires provides long-term support to the social enterprises in its portfolio. The monitoring strategy relies on the involvement of the Investment Committee (IC) (which plays a key role in the management of portfolio investees) as well as on the quarterly reporting of financial results and activities, and an annual reporting on social impact. The IC members use their expertise and networks to ensure the sustainability of each project.
Investing in a structured manner
1. Project identification
2. Pre-selection questionnaires + interviews
3. Audit and strategic analysis
4. Selection of projects
5. Investment commitment
6. Follow-up of portfolio companies
Novethic publishes its first study on shareholder engagement, with the testimonies of Denis Branche and Olivier de Guerre on the commitment action carried out by Phitrust for more than 15 years!
Phitrust Partenaires publishes its 2019 Activity and Impact Report
Before and after the announcement of the signing of the binding Combination Agreement between Groupe PSA and FCA on last December, Phitrust raised a number of questions on the financial, environmental, social and governance (ESG) aspects of the project. Prior to the Annual General Meeting of Shareholders to be held on June 25th, Phitrust wrote and reiterated its questions to the Chairman of the Groupe PSA.