ESG

VSS believes that considering ESG factors helps us create a lasting impact in the lower-middle market for all of our stakeholders including investors, portfolio companies, employees and communities.

Our ESG Policy

Our Approach:

  • Systematic ESG Integration: We conduct comprehensive ESG assessments for all potential investments through a standardized pre-close diligence process, evaluating both risks and opportunities
  • Data-Driven Performance Tracking: Through our partnership with Novata, we collect and analyze over 50 ESG metrics semi-annually across our portfolio, enabling us to benchmark performance and drive improvements
  • Transparent Reporting: We are committed to maintaining regular communication with stakeholders through semi-annual portfolio company reporting and comprehensive annual ESG reports that highlight both achievements and areas for improvement
Environmental
Social
Governance

Environmental

  • Carbon footprint measurement and reduction
  • Energy consumption
  • Renewable energy adoption
  • Environmental compliance

Social

  • Employee attraction & retention
  • Employee benefits & wellness
  • Diversity and discrimination
  • Human rights
  • Community engagement

Governance

  • Board compensation/structure
  • Ethics/compliance programs
  • Cybersecurity frameworks
  • Accounting standards
  • Succession planning
For more information about our ESG program, please contact esg@vss.com
While VSS may consider certain ESG factors in screening, evaluating, or monitoring any investment or potential investment, these factors  are not intended to unnecessarily restrict our investment universe. However, investors should be aware that investing based on ESG factors may cause a strategy to forgo certain investment opportunities available to strategies that do not use such criteria. Due to the subjective nature of ESG investing, there can be no guarantee that the ESG criteria used by VSS will reflect the beliefs or values of any particular investor. VSS’s view of “ESG” is subject to change and VSS may revise its ESG-related activities, including ceasing any practices described herein, in whole or in part, at any time.  Offers and sales are only made via a confidential private placement memorandum (“PPM”) to accredited investors . In certain circumstances, the material is for information purposes only. It is not intended to be a forecast, research or investment advice, and is not a recommendation, or an offer or solicitation to buy or sell any securities or to adopt any investment strategy.  The material was prepared without regard to specific objectives, financial situation or needs of any investor.  Investment Advisory Services are offered through VSS Fund Management LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.