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Montagu Private 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.

ESG requirements are specifically addressed and are integral to all investment proposals presented to and discussed by the Investment Committee.

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.

Montagu performs an initial risk assessment, considering the industry, geography, reporting and regulatory framework,  and track record of the company. Any highlighted risk areas are then subject to more detailed examination with external resource engaged when necessary.

As part of due dilligence Montagu conducts customer interviews to assess the quality and sustainability of relationships.


PE 09. Encouraging improvements in investees (Not Completed)


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


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