News
Impact Expansion Fund Achieves Article 9 Status
Impact Expansion Fund is certified Article 9 under SFDR, reinforcing its commitment to sustainable finance and impact investing.
Impact Expansion Fund is now certified Article 9 of the EU Sustainable Financial Disclosure Regulation (SFDR) by EY Luxembourg.
The limited assurance issued by EY Luxembourg is another proof of Impact Expansion’s commitment to sustainable finance, and to its aim of contributing to create a society that is more inclusive and sustainable by enabling transformational businesses to tackle systemic social and environmental problems.
François de Borchgrave, Partner of Impact Expansion, commented: “Our commitment to impact and sustainability is embedded in the Fund’s investment strategy. We target impactful Western European companies, which have placed impact at the core of their business models and which provide solutions to the social and environmental needs that we have identified in our Theory of Change.
We help these companies operating in the health, education and environment sectors, to scale-up their impact and accelerate their development through organic and/or external growth.”
Impact Expansion’s limited assurance of Article 9 reaffirms its commitment to sustainability, and its strong level of transparency towards its investors and other stakeholders. Impact KPIs with defined targets are strictly established per investee company from inception, to monitor their social/environmental impact alongside financial performance, which are reported on a quarterly basis to investors.
In addition, sustainability risks will be evaluated throughout the investment period and reported upon annually.
Based on Morningstar’s statistics, at the end of 2021, only 3.4% of the total European funds were classified Article 9, all asset classes included.
About Impact Expansion
Impact Expansion is an impact investing fund, sponsored by KOIS, a pioneer in Impact Investing, that invests €5–20m equity tickets in fast-growing impactful companies to support their development and scale their social/environmental impact.
Its mission is to contribute to a society that is more inclusive and sustainable by combining the vision of impact investing with the financial rigour and business-building capability of private equity. It aims to achieve this through accompanying companies that offer innovative solutions to work towards inclusive, green and resilient development.
The Fund, which has a target of €120 million, will hold its first close on June 30th at around €50m from a variety of investors, including sovereign and pension funds, insurance companies and family offices.
Contacts
Elvire Perrin (Investor Relations): elvire@impact-expansion.com / +32 480 62 73 23
François de Borchgrave (Partner): francois@impact-expansion.com / +32 474 83 22 44
For more information:
www.impact-expansion.com
Impact Expansion Fund is now certified Article 9 of the EU Sustainable Financial Disclosure Regulation (SFDR) by EY Luxembourg.
The limited assurance issued by EY Luxembourg is another proof of Impact Expansion’s commitment to sustainable finance, and to its aim of contributing to create a society that is more inclusive and sustainable by enabling transformational businesses to tackle systemic social and environmental problems.
François de Borchgrave, Partner of Impact Expansion, commented: “Our commitment to impact and sustainability is embedded in the Fund’s investment strategy. We target impactful Western European companies, which have placed impact at the core of their business models and which provide solutions to the social and environmental needs that we have identified in our Theory of Change.
We help these companies operating in the health, education and environment sectors, to scale-up their impact and accelerate their development through organic and/or external growth.”
Impact Expansion’s limited assurance of Article 9 reaffirms its commitment to sustainability, and its strong level of transparency towards its investors and other stakeholders. Impact KPIs with defined targets are strictly established per investee company from inception, to monitor their social/environmental impact alongside financial performance, which are reported on a quarterly basis to investors.
In addition, sustainability risks will be evaluated throughout the investment period and reported upon annually.
Based on Morningstar’s statistics, at the end of 2021, only 3.4% of the total European funds were classified Article 9, all asset classes included.
About Impact Expansion
Impact Expansion is an impact investing fund, sponsored by KOIS, a pioneer in Impact Investing, that invests €5–20m equity tickets in fast-growing impactful companies to support their development and scale their social/environmental impact.
Its mission is to contribute to a society that is more inclusive and sustainable by combining the vision of impact investing with the financial rigour and business-building capability of private equity. It aims to achieve this through accompanying companies that offer innovative solutions to work towards inclusive, green and resilient development.
The Fund, which has a target of €120 million, will hold its first close on June 30th at around €50m from a variety of investors, including sovereign and pension funds, insurance companies and family offices.
Contacts
Elvire Perrin (Investor Relations): elvire@impact-expansion.com / +32 480 62 73 23
François de Borchgrave (Partner): francois@impact-expansion.com / +32 474 83 22 44
For more information:
www.impact-expansion.com
