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Alter Equity

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.

Impact is core to our investment approach. We have elaborated rigorous impact valuation, analysis and monitoring methods in order to maximize the value created, from the study of an investment proposal until the disvestment.

1) Study of the impact of the business sector : the fund manager evaluates the activity impact of the company into which an investment is considered ("companies"). In case of any doubt, the fund manager consults the Expert Committee, composed of highly-regarded and strongly committed sustainable development experts.

2) The fund manager diagnoses the Corporate Social Responsibility (CSR) practices of companies.

3) The fund manager shares its CSR KPIs with companies and ask them to purpose an Impact business plan translating a progress towards improved CSR practices.


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.

All the collected data is reported in our investment memo, which is then send to our investment committee.

PE 09. Encouraging improvements in investees (Private)

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