Zug, 20 December 2023 – Capital Dynamics, an independent global private asset management firm, today announced that it was awarded the highest rankings (Five Stars) by United Nations Principles for Responsible Investment (“UN PRI” or “PRI”) Transparency Assessment 2023 in all categories. Capital Dynamics scored significantly above the PRI benchmark in every category, a strong testament to its industry-leading Responsible Investment (“RI”) practices.
The annual PRI assessment evaluates signatories’ RI implementation across overall investment processes, how sophisticated their RI practices are and how these are applied in a consistent manner across all asset classes.
“Capital Dynamics has been a proud signatory to the PRI since 2008.” commented Martin Hahn, Chief Executive Officer at Capital Dynamics. “Over the past years, we have continuously built out our expertise in Responsible Investment and receiving these top marks in the 2023 assessment is a tribute to how our teams work together in advancing our RI practices.”
Each of the firm’s three business lines, Private Equity, Clean Energy and Private Credit, integrates the United Nations-supported PRI, the United Nations Sustainable Development Goals (“SDGs”) and additional RI factors throughout the investment underwriting, due diligence, decision-making and post-investment monitoring processes. Moreover, the firm’s proprietary R-Eye™ Rating System is designed to review a specific set of responsible investment factors, assess sustainability risks and opportunities, and provide transparency to clients.
“For the past 15 years, Capital Dynamics has been at the forefront of Responsible Investment. Our deep commitment to RI supports us in delivering enhanced long-term risk-adjusted returns for our clients.” added Bryn Gostin, Senior Managing Director, Chief Product and Strategy Officer and Co-Chair Responsible Investment.
Capital Dynamics 2023 PRI Scorecard Summary:
|
Category |
Score (stars) |
|
Policy Governance and Strategy |
5 out of 5 |
|
Indirect Private Equity |
5 out of 5 |
|
Private Credit (Fixed Income – Private Debt) |
5 out of 5 |
|
Clean Energy |
5 out of 5 |
|
Confidence Building Measures |
5 out of 5 |
“We are honored to be recognized as a market leader in Responsible Investment.” stated Verena Rossolatos, Senior Vice President and Co-Chair Responsible Investment. "We view RI as a core value and return driver in our investments and setting the gold standard in RI will remain a key priority in the coming years.”
Capital Dynamics’ research demonstrates that investments with strong Responsible Investment credentials tend to outperform and investing in these assets results in improved risk-adjusted returns for our investors.[1] The company acknowledges its role as a global corporate citizen and prioritizes its commitment to the local communities in which it operates, invests and works.
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About Capital Dynamics
Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement[2], and employs approximately 150 professionals globally across 12 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks from PRI across all categories and investment strategies. For more information, please visit: www.capdyn.com
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[1] Based on a survey conduced by Capital Dynamics in 2019. 32% of surveyed Private Equity GPs reported incremental growth in EBITDA across portfolios as a result of Responsible Investment implementation.
[2] As of June 30, 2023. Assets under Management are calculated based on the total commitments as of the final closing date for all funds currently managed by Capital Dynamics, including amounts that have been distributed. Assets under Advisement includes assets for which Capital Dynamics provides services such as reporting, monitoring and risk management.