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Tikehau Capital

Tikehau Capital is a global alternative asset management group with a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital joined the Net Zero Asset Managers Initiative in March 2021 and made its Initial Target Disclosure in April 2023.

Initial Target Disclosure: April 2023

Percentage of assets covered by the Net Zero Asset Managers Commitment Statement

39% of total AUM (USD $15.9 billion)

Information on interim target(s) covering the proportion of assets to be managed in line with net zero

Baseline(s):

2022

Portfolio coverage baseline

The baseline performance will be calculated in 2023.

2021

Portfolio decarbonisation reference baseline

35 tCO2e/$mn revenue

2022

Private Equity: 0% of eligible, in-scope portfolio companies with validated Science-Based Targets (SBTs).

Target(s):

2030

Portfolio coverage target

Capital Markets Strategies: 50% of in-scope AUM considered net zero or aligned to net zero by 2030.

Real Estate: 50% of in-scope AUM considered net zero or aligned to net zero by 2030.

2030

Portfolio decarbonisation reference target

-50% of the weighted average carbon intensity (WACI) of in-scope Private Equity and Private Debt strategies corresponding to 17tCO2e/$m revenue (20tCO2e/€m revenue) by 2030. Our target is based on the EUR figure; USD figures are provided for indicative purposes only.

2030

Private equity: 100% of eligible, in-scope portfolio companies with validated SBTs by 2030.

GHG scopes included:

  • Scope 1 and 2 is covered for all targets.
  • Material scope 3 is included in the portfolio coverage targets. For real estate, the CRREM pathway includes tenant-related energy consumption. For listed equity and corporate fixed income, the PAII Net Zero Investment Framework criteria for net zero or aligned to net zero requires portfolio companies to set targets on material scope 3 sources. For private equity, the SBT approach requires portfolio companies to set scope 3 targets when these are material.
  • The portfolio decarbonisation reference target initially covers scope 1 and 2 emissions. We will monitor and disclose the scope 1, 2 and 3 WACI and consider the gradual phase in of a target that includes scope 3.

Methodology:

Net Zero Investment Framework

Own/other methodology

Scenario(s):

IPCC Special Report on Global Warming of 1.5°C and IPCC Sixth Assessment Report.

Additional information

Proportion of AUM committed:

Targets have been set initially covering Tikehau Capital’s strategies where carbon footprint data is reliable and net zero methodologies are relevant and applicable. These targets cover selected strategies across our Real Assets, Private Equity, Private Debt and Capital Markets Strategies business lines. The proportion of the Group’s AUM to be managed in line with net zero will increase over time as new funds will be introduced with net zero strategies where possible.

Policy on coal and other fossil fuel investments:

Tikehau Capital’s Group Exclusion Policy limits the financing of new projects dedicated to fossil fuels and related infrastructure. In addition, Tikehau Capital excludes new direct investments in companies with material exposure to fossil fuels as defined by the NGO Urgewald’s Global Coal Exit List and Global Oil and Gas Exit List. The policy applies to over 90% of the group’s AUM. Tikehau Capital’s Group Exclusion Policy can be accessed here.

Further information:

2022 Sustainability Report