This report shows public data only. Is this your organisation? If so, login here to view your full report.

BC Partners

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

ESG factors are integrated into the investment decision-making process, with the firm conducting appropriate ESG diligence on new investment opportunities. Since 2012, BC Partners has required that each Preliminary Investment Memoranda ("PIM") includes a summary of ESG diligence conducted along with a description of any issues or concerns identified. In order to effectively conduct ESG diligence of new opportunities, all investment professionals receive introductory ESG training. In addition, the deal team may choose to supplement their diligence with support and/or advice from a specialised external ESG advisor. To aid the identification of ESG risks and opportunities a formal checklist is used.


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The sole business activity of BC Partners is the raising, advising and managing of funds from third-party investors for investment in private equity transactions.

As required by the FCA, BC Partners has a written Conflicts of Interest policy that it employs to manage such potential and actual conflicts. BC Partners operates within an organisational and contractual structure designed to align the interests of BC Partners and its executives with those of the Limited Partners. BC Partners will seek to identify potential and actual conflicts of interest in relation to the Fund and to manage them. Staff are required to notify the Head of Compliance of material conflicts so that they can be monitored and added to the conflicts register. The Head of Compliance also monitors gifts and entertainment and political donations for potential conflicts. 

In addition, the Partnership Agreements will contain provisions regulating how certain types of conflict of interest will be dealt with including through the Advisory Committee, which provides a mechanism for reviewing and, as the case may be, approving certain conflicts of interest that are referred to it by the Manager.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


Top