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AP6

PRI reporting framework 2017

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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.

ESG is always part of pre-investment due diligence, and the results are part of the material to be evaluated by the investment committee and the board of directors, which is the ultimate decision making body.

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.

ESG is always part of pre-investment due diligence. The scope varies depending on sector, geography and type of investments. Results from the ESG due diligence are always part of the material to be evaluated by the investment committee and the ultimate decision making body, the board of directors, and presented in a standard format.


PE 09. Encouraging improvements in investees

9.1. During deal structuring, indicate if your organisation typically encourages continuous improvements from potential investees with regard to their management of ESG issues.

9.2. Describe the nature of these improvements and their ESG coverage.

AP6 investment strategy is a minority shareholder strategy. AP6 has strict internal requirements to diligence ESG during the investment process, and typically encourages continuous improvements from potential investees with regard to their management of ESG issues. This is typically carried out in dialogue with the investee or the investment partner (majority shareholder), rather than in the deal documentation. The improvements suggested/encouraged would typically have their origin in the ESG due diligence as areas of improvement and span across ESG issues depending on sector, geography and level of ESG maturity.

9.3. Additional information.


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


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