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Berkeley Partners LLP

PRI reporting framework 2017

You are in Direct – Private Equity » Pre-investment (selection)

Pre-investment (selection)

PE 07. Incorporating ESG issues when selecting investments

07.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

07.2. Describe your organisation's approach to incorporating ESG issues in private equity investment selection.

The investment team follows the requirements set out under the ESMS at all stages of an investment. An initial screen is carried out to ensure that investments do not breach the Prohibited Investment Activities List. In subsequent screens, the team ensures that investments are investigated based on IFC Performance Standards and takes into account ILO Core Standards and local laws. Where the investment may not meet the requirements, an Environmental and Social Action Plan is developed with specific deliverables and deadlines to be achieved.

07.3. Additional information. [Optional]

PE 08. Types of ESG information considered in investment selection

8.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

8.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

Information is either reported in our Annual ESG report which is provided to the Investors or/and provided in our investment papers which is then provided to our Investment Committe and at times to the Advisory Investment Committee.

PE 09. Encouraging improvements in investees (Private)

PE 10. ESG issues impact in selection process (Private)