Sequoia Investment Management Company (SIMCo)

Description SIMCo is a specialist infrastructure debt investment management company. We are in the market daily finding deals globally for our portfolios. We deliver portfolio management for the SEQI fund, which launched in 2015 and is the largest debt fund listed on the London Stock Exchange and part of the FTSE 250. SEQI invests in income-generating economic infrastructure debt, creating attractive risk adjusted returns for shareholders from a diverse portfolio of private debt and bond investments, across twelve mature jurisdictions and various sectors, such as renewables, power, digitalisation and transport. We are also the Investment Advisor to the Sequoia Euro Infrastructure Debt Fund, a closed-ended investment-grade / cross-over fund investing primarily in senior infrastructure debt in the European markets. Approach

View Profile

SIMCo manages two SFDR Article 8 funds and has been a signatory to the UN PRI since 2019. We have a comprehensive ESG framework and policies, which cover the integration of sustainability into every stage of the investment process: 1. Origination – Positive screening is deployed for opportunities that fit our three ESG themes. 2. Initial Screening – We apply negative screening to avoid particularly unsustainable or harmful areas. 3. Detailed Credit Analysis – Our teams conduct full ESG due diligence, including requesting assets complete our ESG questionnaire before investment to inform our detailed analysis of the credit’s ESG profile before it is presented to the Investment Committee. 4. Investment Approval Process – We embed relevant ESG-related covenants into loan agreements where possible, such as mandating ESG reporting or two-way margin ratchets contingent on the borrower’s performance along certain ESG metrics. 5. Acquisition & Monitoring – Borrowers complete our annual ESG questionnaire. We form action plans for every asset identifying areas of potential improvement or risk. This informs our ESG engagement with borrowers during the course of the year. 6. Repay & redeploy – We score all assets by our proprietary ESG scoring. Low or deteriorating scores are considered when discussing portfolio re-allocation and disposals.