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OPTrust

PRI reporting framework 2017

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Pre-investment (selection)

PE 07. Incorporating ESG issues when selecting investments

07.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

07.2. ESG問題をプライベートエクイティ投資の選択に組み入れる際のアプローチを説明してください。

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. 補足情報。 [任意]


PE 08. Types of ESG information considered in investment selection

8.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

8.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

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)


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