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] With 2 new investments and 9 reinvestments in 2022, Phitrust confirms its positioning as an investor in social impact](https://www.phitrust.com/wp-content/uploads/2019/09/Phitrust-Investir-pour-agir300-1-300x175.png)
[Press Release] With 2 new investments and 9 reinvestments in 2022, Phitrust confirms its positioning as an investor in social impact
Discover our investments and reinvestments of 2022!
[Press Release] Phitrust Active Investors France publishes its 2022 Voting and Engagement Report.
Phitrust publishes its 2022 voting and engagement report.
[Press Release] Stellantis, Carlos Tavares : an excessive remuneration?
The Stellantis General Meeting to be held by videoconference in the Netherlands on 13 April 2022 prompts our opposition on several points and confirms the concerns and doubts we expressed when the PSA/FCA merger was announced in 2019.