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AP6

PRI reporting framework 2018

You are in Direct – Private Equity » Pre-investment (selection)

Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. 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 at AP6.

05.3. Additional information. [Optional]


PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

06.2. 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 07. Encouraging improvements in investees

07.1. During deal structuring,what is the process for integrating ESG-related considerations into the deal documentation and/or the post-investment action plan?.

07.2. Describe the nature of these improvements and provide examples (if any) from the reporting year

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.

07.3. Additional information.


PE 08. ESG issues impact in selection process (Private)


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