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Tikehau Capital

PRI reporting framework 2018

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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.

According to Tikehau’s investment policy, any investment opportunity which is being evaluated must include an initial ESG assessment.

All investment analysts covering private equity investments receive regular training on internal ESG processes and procedures. Consistent with the Group’s thorough fundamental analysis, investment analysts perform a detailed review of each potential investment which includes a range of ESG factors. This is being formalized by way of implementing a proprietary ESG analysis grid. The questions within the analysis grid focus on:

- Governance risks with a specific focus for high risk countries and sectors including corruption & cyber-security risks; management quality; existing or latent controversies etc.
- Social risks and opportunities including health & safety risks; social risks in the supply chain; social impact on communities etc.
- Environmental risks and opportunities including regulatory risks; and company specific environmental and climate impact applying a bonus for product and services targeting the energy and ecological transition for the climate and the circular economy.

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.

A summary of the ESG analysis grid will be included in the investment case submitted for approval to the Investment Committee, leading to a presentation and round-table debate when necessary.


PE 07. Encouraging improvements in investees (Private)


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


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