Sustainability-related Disclosures

VERSION 12/02/2026

This page provides the public with information on sustainability-related matters of Alterfin SC as required under the regulation on Sustainability-Related Disclosures in the Financial Services sector (EU/2019/2088, 27 November 2019) ("SFDR"). The SFDR sets out the sustainability-related disclosure requirements for a broad range of financial market participants, financial advisors, and financial products. It was enacted to improve both the transparency of sustainable investment products and the comparability of disclosures for investors and to prevent greenwashing.

Alterfin SC is classified in line with Article 9 (“Dark green”), having sustainable investments as an objective. This page provides information on the sustainability-related disclosures pursuant to the SFDR with respect to Alterfin as a self-managed alternative investment fund.

ENTITY-LEVEL DISCLOSURES

Article 3 – APPROACH TO SUSTAINABILITY RISKS

Alterfin has implemented an Environmental and Social Risk Policy (“E&S Risk Policy”), which is publicly available on this website. The E&S Risk Policy describes how environmental and social risks are identified, assessed, and managed throughout the investment lifecycle.

Sustainability risks are events or circumstances related to environmental, social, or governance factors, which correspond to the risks that Alterfin considers relevant to its credit portfolio and scope. These risks partially correspond to the principal adverse impacts on sustainability factors as defined in the SFDR. Alterfin considers these principal adverse impacts to the extent they are applicable for Alterfin's investments given the size and scope of the operations of Alterfin’s partners. In addition, other environmental and social risks and impacts are considered in line with Alterfin’s mission.

Alterfin’s investment strategy incorporates environmental and social risk considerations through defined eligibility criteria, including an Exclusion List, followed by a comprehensive due diligence process with a dedicated due diligence tool which is aligned with relevant sector standards and best practices.

Read the E&S Risk Policy.

Article 4 – principal adverse impact statement

In line with Article 4 of the SFDR, the Principal Adverse Impact Statement (“PAI Statement”) outlines Alterfin’s approach to identifying and addressing the principal adverse impacts of its investment decisions on sustainability factors.

Read the Principal Adverse Impact Statement.

ARTICLE 5 – remuneration POLICY

Alterfin has a compensation policy (“Remuneration Policy") that applies to all employees and consultants. The Remuneration Policy aims to support Alterfin’s mission, vision, values, and long‐term interests while protecting and valuing our human capital. Compensation is determined based on the skills, experience, and responsibilities and is designed to align the interests of all stakeholders. The remuneration policy promotes equality and inclusion, transparency, legal compliance, and fosters a sound risk culture.

The Remuneration Policy establishes a framework for robust risk management and practices. It is consistent with the integration of sustainability risks, seeking to prevent any environmental, social or governance conditions that could have a significant potential negative impact on Alterfin’s activities. Alterfin shall refrain from making use of any illegal practices and refuses to adopt any compensation component or mechanism that conflicts with its social and environmental values.

PRODUCT-LEVEL DISCLOSURES

Pre‑contractual disclosure (article 9 SFDR – Annex iii)

In accordance with Article 9 of Regulation (EU) 2019/2088 and Commission Delegated Regulation (EU) 2022/1288, the pre‑contractual disclosure for Alterfin SC, prepared using the mandatory Annex III template, is made available to potential investors prior to subscription.

Read the Pre-Contractual Disclosure.

ARTICLE 10 SFDR – product website DISCLOSURE (article 9 product)

In line with Article 10 SFDR, the Article 9 Product Website Disclosure explains how Alterfin’s investment strategy attains its sustainable investment objective, including the environmental/social objectives pursued, the “do no significant harm” assessment, the good governance approach, the sustainability indicators used to measure outcomes, and the data, methodologies, and limitations applied.

Read the Product Website Disclosure.

ARTICLE 11 SFDR – PERIODIC DISCLOSURE (article 9 product)

In accordance with Article 11 SFDR, Alterfin publishes Periodic Disclosures providing updates on how the sustainable investment objective has been attained, the sustainability indicators used, and the results achieved, including any limitations, data sources, and actions taken during the reference period. These Periodic Disclosures are integrated in the Annex of Alterfin’s Annual Reports.

Read the latest 2025 Periodic Disclosure.

Read the Annual Reports.