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Terra Firma Capital Partners

PRI reporting framework 2017

You are in Direct – Private Equity » Outputs and outcomes

Outputs and outcomes

PE 16. ESG issues affected financial/ESG performance

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

16.1. Indicate whether your organisation measures how your approach to responsible investment in Private Equity investments has affected financial and/or ESG performance.

16.2. Describe how you are able to determine these outcomes.

Terra Firma does not isolate the financial impact of its ESG policies on ESG performance or on investment values although there is an active measurement of benefits from specific projects, most commonly cost savings. Annual ESG KPI data collected from the portfolio allows us to assess the impacts of activities undertaken across the portfolio. The four areas in which data is typically collected include workplace, community, environment and governance. Terra Firma works with businesses to improve performance and reporting or fully realise any opportunities for improvement.


PE 17. Examples of ESG issues that affected your PE investments

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

17.1. Provide examples of ESG issues that you identified in your potential and/or existing private equity investments during the reporting year.

Investment Stage
ESG issues

ESG issues

          We have identified sales practices which may be unsustainable
        
Sector(s)
          Services
        
Impact (or potential impact) on the investment

This led to this investment being viewed as high risk

Activities undertaken to influence the investment and its response

In response to this assessment, additional legal diligence was undertaken.

Investment Stage
ESG issues

ESG issues

          We identified properties with risk of flooding
        
Sector(s)
          Service
        
Impact (or potential impact) on investment

This highlighted the potential for increased operating or capital costs in future.

Activities undertaken to influence the investment and its response

Further expert diligence was required in order to better ascertain the risk and potential impact

17.2. Describe how you define and evaluate the materiality of ESG factors.

Each investment opportunity, and the relevance of factors associated with it, is assessed individually. Any factor which could have a significant, or long term, impact on the business or its stakeholders, or on a potential investment, is considered to be material.


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