A “Family Asset Management Charter” has been established by the family and the management. In addition to setting out the family DNA and strategy, the Charter contains a plan for allocating and distributing its assets and is intended to bring about sustainable growth.
Deciding on an investment strategy: the Charter sets out a number of specific principles of prudence, investment topics and selection criteria for the purpose of asset management.
Deciding on the allocation of assets: Diepensteyn's assets are distributed across private equity funds , a portfolio of publicly listed international companies and holdings held for the long term, and Real Assets (Real estate and Infrastructure funds).
Asset management
Financial reporting
Support with personal development
Financial, legal and tax services
Real estate management
By definition, doing business has an impact on society. When pursuing business and investment activities, the value created is of significance to society. Diepensteyn has an eye for social and environmental considerations when performing its activities and when in contact with stakeholders.
Principles for Responsible Investments
Norwegian Pension Fund exclusion list
Clarity AI: ESG Rating
The UN's Sustainable Development Goals
The United Nations (UN) supports the Principles for Responsible Investment through the UN Environment Programme Finance Initiative and the UN Global Compact.
Mission of the PRI
"We believe that an economically efficient and sustainable global financial system is essential for creating value in the long term. A system of this kind rewards responsible investment behaviour in the long term and is of benefit to the environment and society as a whole."
The six Principles for Responsible Investment reflect the increasing relevance of environmental, social and corporate governance issues (ESG) for investment practices.
Diepensteyn has been a signatory of the Principles of Responsible Investments since 2018.
These principles are:
Incorporating ESG issues into the investment analysis and decision-making processes
Incorporating ESG issues into our policy and our management in our position as an active owner
Seeking appropriate disclosure on ESG issues through the projects in which we invest
Promoting the acceptance and implementation of these Principles in the investment industry
Working together to apply the Principles more effectively
Reporting on our activities and progress in implementing the Principles
Each year, Norges Bank, Norway's central bank, issues a report about responsible investments, describing which new activities the bank has undertaken as part of its ESG investments and, as a result, which public companies they exclude from their investment activities. Diepensteyn has signed the Norwegian Pension Fund exclusion list, meaning it will never invest in companies that appear on this list.
Clarity AI is a technological solution that uses artificial intelligence to conduct in-depth analyses in the field of social and environmental impact. The platform helps companies and investors make informed decisions by providing insight into the sustainability of their investments and business operations.
At the core of this platform is the vast database containing information about millions of companies worldwide. This enables Clarity AI to perform thorough due diligence. It allows users to measure and assess the social and ecological footprint of their investment portfolio. In addition, it can identify impact-oriented investments that align with the personal or business values of users. Diepensteyn integrates Clarity AI's ESG reports to support its asset allocation in public
The United Nations has defined 17 Sustainable Development Goals. Together, they constitute the blueprint for a better, more sustainable future for everyone. They are geared toward the global challenges we wish to overcome, and include issues relating to poverty, inequality, climate, harm to the environment, prosperity, peace and justice. The goals are all interconnected. In order to "leave no-one behind", it is important that each goal is reached by 2030.
When allocating its assets, Diepensteyn evaluates the integration of one or more goals.
