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Palatine Private Equity LLP

PRI reporting framework 2018

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Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

          Monitoring of steps to save energy or reduce carbon/greenhouse gas emissions during 2017
          Monitoring of steps to reduce emissions from travel and transport
          Reduction in use of plastics that end up in either your waste stream or your customers

List up to three example targets of social issues

          A defined approach to procurement to screen  for sustainability credentials in supply chains
          Annual number of  working days lost due to workplace accident or illness per (FTE) member of staff during 2017
          How many of those on your payroll earned above the National Minimum Wage during 2017

List up to three example targets of governance issues

          How many of your  management positions were  held by women in
          How many people did you have on your main Board of Directors during 2017

09.4. Additional information. [Optional]

PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]

We encourage all our companies to implement their own sustainability policies (environmental, procurement etc) and we provide support to portfolio companies to help put policies in place.

PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Private)

PE 12. Type and frequency of reports received from portfolio companies (Private)

PE 13. Disclosure of ESG issues in pre-exit (Private)