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

OPTrust

PRI reporting framework 2017

Export Public Responses
Pdf-img

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.

Deal teams are responsible for flagging any initial ESG issues at the screening stage, working on a due diligence plan to address any issues, including obtaining formal approval for expenditures on external consultants as required, and detailing through the investment decision stage how these issues were mitigated to a level where we have comfort continuing to pursue the investment. When necessary, the internal RI staff will work directly with the deal team bringing an opportunity forward for a decision. In addition, key ESG concerns are identified proactively on a country and regional basis. These concerns are then confirmed, dismissed or modified as a result of work on individual opportunities.

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.

We use a variety of data sources in the investment process including GPs, portfolio companies, their major customers and suppliers, external advisors, comparisons with public companies and other competitors, and information on country and sectoral matters. These data sources often flag potential ESG issues that require further research and consideration.

 


PE 09. Encouraging improvements in investees (Private)


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


Top