Business and organisational models that are sustainable

Brick

Buy-and-build in the German technical-building-services sector focused on energy renovation
Food & water that are healthy, sustainable and affordable

Probios

Italy’s largest developer and distributor of high-quality, healthy, organic, and free-from food products
Private Equities - Directs

Go Vertical

Italian digital provider of relational development and personal growth programs.
Private Equities - Funds

Capital Dinamics ECE

Value-Add renewable infrastructure strategy by Capital Dynamics.
Impact

Copenhagen Infrastructure Partners

Fifth fund of the flagship value-add renewable infrastructure strategy by Copenhagen Infrastructure Partners.
Consumption and Production that is circular

Norsk Gjenvinning

Norway’s largest provider of waste management and environmental services
Historical Assets

Hugo Boss AG

Fashion apparel brand.
Historical Assets

Forint

Professional clothing manufactoring company.
Listed equities

Schneider Electric SA

Electrical power products and solutions.
Listed equities

Intuitive Surgical Inc

Surgical systems and tools.
Sustainable

Air Liquide SA

Global industrial and healthcare gas provider
Bonds

Iberdrola International

Global energy company.
Bonds

Enel SpA

Multinational power company.
Traditional

STYLE CAPITAL

Italian-based fund focusing on global companies in the Fashion & Lifestyle industry
Private Equities - Funds

Trill Impact

Swedish Impact investment fund focusing on small-mid buyouts.
Energy that is responsible and clean

QUINBROOK NET ZERO POWER FUND

US-based Infrastructure Fund focused on solar power generation and distribution facilities.
Education that grows responsible humans

ACHIEVE EDUCATION TECHNOLOGY I

First fund by US-based fund Achieve Partners, specialized in education with a small/mid-buyout strategy.
Multi-Theme

APOLLO IMPACT MISSION I

First Impact fund by the leading US-based PE player Apollo.
Responsible

PRAESIDIUM US MID-MARKET I

First Vintage by Praesidium, Italy-based fund of funds focusing on US mid-market funds.
Food & water that are healthy, sustainable and affordable

HERITAGE GROCERS GROUP

US-based retailer of ethnic food.
Impact

A WILDERNESS WAY

UK-based provider of children's therapeutic and residential care.
Sustainable

WHITE LAB

Italy-based testing, inspection, and certification firm.
Business and organisational models that are sustainable

E80

European leader in automated logistics solutions
Private Equities - Directs

HIPPOCRATES

Northern-Italy based pharmacy group
Education that grows responsible humans

MASTERY PREP

US-based provider of education services.
Healthcare that is preventive and healing

OVER GROUP

An elderly care company.

Portfolio Overview

54%
Listed equities
Some examples
17%
Private Equities - Directs
Some examples
15%
Private Equities - Funds
Some examples
11%
Bonds
Some examples
3%
Real Estate
Some examples
7,5%
Impact
Some examples
67%
Sustainable
Some examples
24,7%
Responsible
Some examples
0,8%
Traditional
Some examples
4,7%
Business and organisational models that are sustainable
Some examples
2,8%
Consumption and Production that is circular
Some examples
2,6%
Education that grows responsible humans
Some examples
15,3%
Energy that is responsible and clean
Some examples
5,7%
Food & water that are healthy, sustainable and affordable
Some examples
10,4%
Healthcare that is preventive and healing
Some examples
0,03%
Land & Ocean Regeneration
Some examples
31,9%
Historical Assets
Some examples
2%
Multi-Theme
Some examples
24,7%
Other
Some examples

Portfolio Overview

54%

Listed equities

We invest in large-cap companies committed to sustainability.
Some examples

17%

Private Equities - Directs

We co-invest in small to mid-sized private buyouts with clear impact or sustainability outcomes.
Some examples

3%

Real Estate

In the past, we invested in real estate to enhance environmental and energy efficiency.
Some examples

11%

Bonds

We invest in green or transition bonds.
Some examples

15%

Private Equities - Funds

We invest in funds with clear sustainability or impact outcomes.
Some examples

Hover over each section of the chart to see its name and percentage

Hover over each section of the chart to see its name and percentage

7,5%

Impact

Contributes to solutions, actively seeking measurable positive social or environmental outcomes alongside financial returns.
Some examples

67%

Sustainable

Benefit stakeholders, integrating environmental, social, and governance (ESG) factors to enhance long-term value.
Some examples

24,7%

Responsible

Avoids harm by screening out harmful practices or industries (e.g., tobacco, weapons).
Some examples

0,8%

Traditional

Focused solely on financial returns, with no consideration for social or environmental impact.
Residue of the previous investment strategy, before the shift towards Impact.
Some examples

Hover over each section of the chart to see its name and percentage

2,8%

Consumption and Production that is circular

Promote consumption and production models that minimise waste and maximise resource reuse, recycling, and sustainability. 
Some examples

4,7%

Business and organisational models that are sustainable

Promote businesses with organisational models that can create long-term environmental and social impacts. 
Some examples

5,7%

Food & water that are healthy, sustainable and affordable

Ensure affordable access to clean drinking water, achieve food security, and guarantee sustainable and healthy nutrition. 
Some examples

0,03%

Land & Ocean Regeneration

Safeguard, restore, and enhance the biodiversity of terrestrial and aquatic ecosystems and their habitats. 
Some examples

31,9%

Historical Assets

Assets which entered PFC portfolio before our shift towards Impact in 2019.
Some examples

2%

Multi-Theme

Assets that address multiple thematic outcomes. 
Some examples

24,7%

Other

Other thematic outcomes beyond our main impact strategy. 
Some examples

10,4%

Healthcare that is preventive and healing

Ensure healthy lifestyles, preventive measures and modern, efficient healthcare for everyone.
Some examples

15,3%

Energy that is responsible and clean

Promote production and access to affordable, sustainable and clean energy for all. 
Some examples

2,6%

Education that grows responsible humans

Ensure inclusive and equitable quality education to grow responsible humans. 
Some examples

Legend

All the exits realized in the past years.

Investments made before 2019, when PFC shifted its entire investment strategy towards impact.

Grants in line with our main impact strategy, making up to 90% of our annual philanthropy budget.

Grants for topics beyond our main impact strategy, making up to 10% of our annual philanthropy budget.

Asset Classes
Thematic Outcomes
Spectrum of Capital
Exits
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Luxury fashion brand.

The investment resulted from the family's spinoff operation from the textile Gruppo Marzotto in early 2000, guided by Permira. The position in Valentino was then sold in 2012 to Mayoola.

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Fashion apparel brand.

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Professional clothing manufactoring company.

Co-founded in the early 1970s by Count Paolo Marzotto, the company was transferred to the Family Office in 2015 during a general group reorganization to cluster all the family's holdings within one perimeter.

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First fund by US-based fund Achieve Partners, specialized in education with a small/mid-buyout strategy.

Purpose: Achieve Partners selects companies with high-impact potential and monitors and discloses Impact KPIs of its portfolio assets. Vintage: 2022.

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World's largest river cruise company

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First Impact fund by the leading US-based PE player Apollo.

Purpose: Apollo Impact Mission Fund seeks investments in the mid-large buyout segment with high impact-at-scale potential, assessing and disclosing the evolution of its ESG and Impact performances over time.

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Leader in the precision agri sector.

Purpose: Provide the agro-market with spare parts that allow a quicker transition to the use of bio-fertilizers

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Non-profit organization tackling poverty through investment in early-stage social enterprises

Purpose: to tackle the issue of poverty worldwide by merging the efficiency of market-based investment approach with the social impact of pure philanthropy.

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Global industrial and healthcare gas provider

Purpose: use renewable electricity to produce low-carbon industrial and medical gases, and shift the business focus towards hydrogen production.

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First Impact Fund from an investment firm known for its history of promoting sustainability in the Nordic region.

Purpose: the fund invests in sustainable industry and technology companies, focusing on the following themes: natural resource management, building efficiency, intelligent infrastructure, and sustainable production and consumption. Vintage: 2023.

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Non-profit organization working to increase access to education in Kenya.

Purpose: construction and equipment of the Digital Academy for Kenyan youth coming from slum areas. This grant is allocated to the Philanthropy Discretional Bucket, which represents 10% of our annual philanthropy budget and covers topics beyond our main impact strategy.

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Non-profit organization protecting the Amazon rainforest by tackling illegal gold mining.

Purpose: to cultivate a cleaner gold supply chain, preserve and protect the ecosystem and biodiversity, and strengthen human rights in the Amazon.

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Italian provider of hearing care solutions

Purpose: Develop, manufacture and market array of hearing care services and products, improving quality of life for seniors

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Global movement of changemakers.

Purpose: Ashoka identifies and supports the world's leading social entrepreneurs, learns from the patterns in their innovations, and mobilises a global community that embraces these new frameworks to build an "everyone a changemaker world."

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Non-profit organization promoting fundamental social values.

Purpose: to increase civic consciousness and engagement among children and youth. This grant is allocated to the Philanthropy Discretional Bucket, which represents 10% of our annual philanthropy budget and covers topics beyond our main impact strategy.

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Non-profit organization working to promote economic development in Africa.

Non-profit organization working to promote economic development in Africa. This grant is allocated to the Philanthropy Discretional Bucket, which represents 10% of our annual philanthropy budget and covers topics beyond our main impact strategy.

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Bonomi's Family Endowment Fund, which invests in funds managed by Invest Industrial

Purpose: Bi Invest implements ESG processes throughout all its portfolio companies and discloses sustainability performances.

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Innovative medical solutions company.

Purpose: Provide high quality ICUs to public and private health services in Italy, with a strong focus on neo-natal ICUs, thus enabling reduction of natal mortality

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Sicilian biological wines producer.

The company was founded by Count Paolo Marzotto in the late 1990s to pursue his passion for wine.

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Non-profit organization dedicated to redistributing surplus food to those in need.

Purpose: to reduce poverty rates in the Lombardy region. This grant is allocated to the Philanthropy Discretional Bucket, representing 10% of our annual philanthropy budget and covering topics outside our impact strategy.

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Italy’s first effective‑giving platform, ensuring the maximum social impact from every donation.

Purpose: Benefficienza assists Italian donors in making more informed and effective giving choices. By relying on data and independent research, it promotes a rational approach to giving, which can significantly increase the benefit generated for every euro donated. This grant is allocated to the Philanthropy Discretional Bucket, which represents 10% of our annual philanthropy budget and covers topics beyond our main impact strategy.

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Buy-and-build in the German technical-building-services sector focused on energy renovation

Purpose: Consolidating the German market to foster Real Estate energy renovation activities.

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Second vintage of the largest Infrastructure Fund fully focused on energy transition globally

Purpose: Brookfield invests in transforming high-carbon businesses, clean energy, and decarbonisation solutions, concentrating on stable, long-term projects worldwide. Vintage: 2024

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UK-based Venture Capital investment fund focused on the IT sector