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Tikehau Capital

PRI reporting framework 2018

Export Public Responses

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


PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選択に組み入れる際のアプローチを説明してください。

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. 補足情報 [任意]

PE 06. Types of ESG information considered in investment selection

06.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

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)