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Tau Investment Management LLC (Provisional Signatory)

PRI reporting framework 2017

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

          TAU considers ESG issues as a central part of each investment.

12.3. Additional information. [OPTIONAL]

SG 13. Long term investment risks and opportunity (Private)

SG 14. Allocation of assets to environmental and social themed areas (Private)

SG 15. ESG issues for internally managed assets not reported in framework

15.1. Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Other (1) [as defined in Organisational Overview module]

ESG is deeply integrated in TAU’s investment process. During the initial screening stage and pipeline development, the impact team assigns an ESG risk rating around the scale, sensitivity, and magnitude of potential risks. All significant ESG issues of concern will be discussed at the TAU investment committee, and the committee will sign off that a strategy is in place to address them. ESG due diligence is conducted on potential targets as part of the main due diligence process, during which the impact team will provide a baseline assessment of each potential investee site. TAU will develop an implementation plan as part of the overall Value Enhancement Plan which is, in turn, part of the investment agreement. TAU will incorporate provisions and investment conditions into term sheets and investment agreements, which will include general expectations, as well as deal-specific commitments. TAU will provide the potential investee with a draft format for the annual ESG and Impact Report to be submitted to TAU annually, and the KPIs to be reported quarterly. Execution of the suite of ESG interventions agreed upon for each site will be implemented by the company’s staff, TAU’s team, partnerships and collaborations with experts and consultants as necessary.

15.2. Additional information [Optional].

SG 16. ESG issues for externally managed assets not reported in framework (Not Applicable)