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
News
![[PRESS RELEASE] GROUPE PSA – FCA merger – Questions and doubts remain concerning the pertinence of this operation.](https://www.phitrust.com/wp-content/uploads/2019/12/image0052-370x175.jpg)
[PRESS RELEASE] GROUPE PSA – FCA merger – Questions and doubts remain concerning the pertinence of this operation.
Following the signature of the binding Combination Agreement providing for a 50/50 merger with FCA, Phitrust persists its questioning and doubts concerning this operation.
[PRESS RELEASE] Phitrust has written to the executives of Groupe PSA concerning the 50/50 merger project with FCA Group
Phitrust has written to the Chairman of Groupe PSA concerning the proposed merger with Fiat Chrysler Automobiles (FCA Group), questioning the financial, as well as environmental, social and governance (ESG) aspects of the project, therefore questioning its implementation in the current state.
Phitrust Asia contributes to ATEC* biodigesters 2nd funding round
ATEC* Biodigesters is a social enterprise that produces, sells and distributes a custom-manufactured biodigester produced in Cambodia.