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Responsibility – Community Involvement

Sagard’s Responsible Investment Approach

We are committed to building a more sustainable future

We believe in smart, responsible growth. We aspire to create jobs and fuel innovation with teams, investors and entrepreneurs of diverse perspectives, backgrounds and identities. We can achieve this while promoting the well-being of individuals globally, enabling community growth, and minimizing our environmental impact. We also work to protect the value our companies and partners create.

We believe that being active owners and integrating sustainability frameworks into our investment processes can help us accelerate the development of our portfolio companies, create long-term value and build business resiliency.

Initiatives

Inclusion & Belonging

Sagard is committed to building a team with different backgrounds and perspectives

Cybersecurity & AI

Sagard believes that cybersecurity is integral to protecting the value our portfolio companies create for their clients and their clients’ data

Climate change

As stewards of capital, we integrate climate-related risks and opportunities in our investment processes, where we deem appropriate, for a particular investment industry

Governance

Sagard has a robust structure in place to govern its approach

Integration of Responsible Investment Integration Factors

Sagard believes that by incorporating responsible investment considerations into our investment process and active ownership activities can help us accelerate the development of our investees, create sustainable value and build business resiliency.

Sustainable Development

Sagard takes into account relevant sustainability frameworks and standards where we deem it appropriate for a particular investment industry

Partner organizations

We have an authentic desire for our activities to create long-term, responsible, inclusive prosperity. Rather than check boxes, we seek to make real contributions. Sagard wants to participate meaningfully in driving innovation and prosperity in our communities, while promoting inclusion, and caring for the health of our teams and planet. These goals relate to our sense of responsibility in our industry and the wider communities. We work with several organizations and community groups that share our values and comprise our broader ecosystem and network. We support initiatives that align with our sustainability objectives, with a specific focus on three key areas: inclusion & belonging, cybersecurity and climate2.

*Including the France Invest Gender Equality Charter, the Charter for Capital Investors created by the French private equity association AFIC (since renamed France Invest) and the Charter of the French Association of Investors for Growth (AFIC).

Frameworks, Memberships & Certifications

Our objective is to align with leading practices and to take frameworks and reporting standards into consideration when developing our responsible investment strategy. Sagard supports the Paris Agreement and encourage the use of the Task Force on Climate-Related Financial Disclosures (TCFD) framework. We also are a signatory to the Principles for Responsible Investment (PRI). We assess our sustainability outcomes using the Sustainable Development Goals, among other frameworks. We rely upon industry-based standards provided by the Sustainable Accounting Standards Board (SASB) to inform our analysis of risks and opportunities that affect enterprise value. Our real estate strategy, Sagard Real Estate, reports to the Global ESG Benchmark (GRESB).

Community Involvement

At Sagard, we consider the locations we invest in more than just places. We recognize them as neighbourhoods and communities that are steeped with a rich history and bright future. Therefore, we feel an intimate connection to actively participate and give back in the places we live and work. Our philosophy that “people make the difference” drives our initiatives to volunteer our time and financial support to a wide range of causes within these communities.

“Sagard is focused on creating long-term value. We believe innovation should be inclusive, and growth should be responsible. In the long run, our goal is to be partners of choice for entrepreneurs and investors because we strive to have fully integrated sustainable development in our investment practices.” 

Paul Desmarais III, Chairman & CEO

Footnotes

 

  1. The references to inclusion and belonging and related initiatives do not apply to Sagard Europe, Sagard Wealth or Performance Equity Management.
  2. The references to inclusion and belonging and related initiatives do not apply to Performance Equity Management.

Disclaimers

The environmental, social, and governance (“ESG”) information presented on this page is provided by Sagard for general informational purposes only. It is intended to illustrate certain ESG initiatives, policies, and standards that Sagard Holdings Manager LP, Sagard Holdings Manager (US) LLC, Sagard SAS, Performance Equity Management LLC, and certain of their affiliates (collectively for the purposes of this disclaimer, “Sagard”) may apply when evaluating or managing investments. Such initiatives or standards are subject to change and may not apply to every investment, fund, or affiliate. ESG considerations represent only one of many factors in Sagard’s investment and management processes; in some cases, other considerations may outweigh ESG factors. Past or current ESG practices, data, or targets should not be assumed to reflect future results or apply uniformly across all Sagard entities or investments.

References to “Sagard,” “we,” or “our” are used for convenience and refer only to the specific Sagard entity or entities identified herein. Each Sagard subsidiary or affiliate is a separate legal entity, responsible for its own regulatory and operational obligations. Products, services, and statements described herein may not apply in all jurisdictions or to all entities. Please refer to the disclosures applicable to the relevant Sagard subsidiary or affiliate for further information.

ESG-related disclosures are prepared and presented in accordance with the regulatory requirements and standards applicable to Sagard and its affiliates in their respective jurisdictions.

Sustainability-related information is published on a dedicated “Intralinks” website only accessible to investors in Sagard SAS funds, in a section dedicated to information on environmental, social and quality of governance matters, in the same way as information provided for in Article 10 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019. 

 

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