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Disclosure Regulation

Altamar integrates sustainability risks into its investment decisions and investment advice

 

Altamar Private Equity, S.G.I.I.C., S.A.U. and Altan Capital, S.G.I.I.C., S.A.U. (hereinafter and jointly, “Altamar”), are subject to the Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector, (hereinafter “SFDR” or the “Regulation”).

 

Altamar integrates sustainability risks into its investment decisions and investment advice. To enhance transparency and inform end investors, the policies on the integration of these risks, as required by Article 3 of the SFDR, are included in the ESG Policy.

 

The Remuneration Policy includes information on how the remuneration system is consistent with the integration of sustainability risks, as established in Article 5 of the Regulation.

 

No consideration of sustainability adverse impacts¹

 

Altamar Private Equity, S.G.I.I.C., S.A.U. and Altan Capital, S.G.I.I.C., S.A.U. (henceforth and combined, “Altamar”) do not consider nowadays adverse impacts of investment decisions and investment advice on sustainability factors.

 

Managers that consider adverse sustainability impacts shall publish, on an annual basis, the indicators established in Annex I of the Draft Regulatory Technical Standards (RTS). The nature of the vehicles managed by Altamar (mainly fund of funds) imply that to consider adverse sustainability impacts, Altamar should receive from the managers of the underlying funds the mandatory information in order to comply with the regulation.

 

When the European Commission approves the RTS and the actual lack of regulatory certainty disappears, Altamar will make its best efforts to obtain the mandatory information and, then, consider the adverse impacts of both the investment decisions and the investment advice on sustainability factors.

 

 


[1] Sustainability adverse impacts: negative material or likely to be material effects on sustainability factors that investment decisions and advice might cause, contribute to, or be directly linked to.