Responsible Investment Policy
Publication Date: 01/07/2024
Introduction
Moonfare GmbH, together with its affiliates, (together, “Moonfare” or the “Firm”) is a technology platform whose mission is to provide individual investors access to private markets. Most private investors have traditionally been excluded from the asset class, in particular from accessing top-tier managers, due to high barriers to entry. These include high minimum investment amounts, limited access to successful fund managers (“General Partners”, or “GPs”), and cumbersome operational and administrative processes. By fully digitalising the investor journey and pooling capital from multiple individual investors, Moonfare has been able to greatly lower the minimum investment amount and considerably improve investor experience. Since its inception in 2016, Moonfare has established a unique global market positioning, with presence in Europe, Asia and North America.
Responsible Investment (“RI”), which includes environmental, social, and governance (“ESG”) considerations as well as impact investing, plays a central role in Moonfare's operating and investment philosophies. Moonfare believes that the full integration of RI factors in both its investment process and internal operations can lead to improved long-term, risk-adjusted returns for its clients.
The scope of this Responsible Investment Policy (“RI Policy” or the “Policy”) is approved by Moonfare’s Chief Investment Officer, implemented by the Moonfare Investment Committee (“Investment Committee"), and applied globally across the Firm. This RI Policy covers 100% of Moonfare’s assets under management (“AUM”) and is enforced from its original publication date.
About Moonfare
Moonfare aims to lead a new era of private equity investing by creating the opportunity for higher returns for more people. We are building the world's most engaged investor community to inspire investments that drive the world forward.
Important information
Moonfare does not make investment recommendations and no communication, through this website or in any other medium should be construed as a recommendation for any security offered on or off this investment platform. Alternative investments in private placements, and private equity investments via feeder funds in particular, are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Prospective investors should carefully consider the risk warnings and disclosures for the respective fund or investment vehicle set out therein. The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is not necessarily a guide to future performance. An investment in a fund or investment vehicle is not the same as a deposit with a banking institution. Please refer to the respective fund documentation for details about potential risks, charges and expenses. Additionally, investors will typically receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity concerns. In the most sensible investment strategy for private equity investing, private equity should only be part of your overall investment portfolio. Further, the private equity portion of your portfolio may include a balanced portfolio of different private equity funds. Investments in private equity are highly illiquid and those investors who cannot hold an investment for the long term (at least 10 years) should not invest.
- 1 Minimum investment may vary by country and local regulation.
- 2 Source: McKinsey "Private Markets Annual Review 2022"
- 3 Past performance is no guarantee of future returns.