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Triodos Investment Management B.V.

PRI reporting framework 2018

Export Public Responses

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.

The fund's focus on investee companies that are active in the organic food and sustainable consumer products sector. These companies are assessed on their authentic commitment to the Triple P business principles and the ESG issues are an integral part of the due diligence process.

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.

          Key in our approach is the mission-alignment with the investee company. This is the basis for building a meaningful long-term relationship.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

All this information is captured in an investment proposal, which is then reviewed by the investment committee and presented by the investment officer/fund manager.

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

These improvements focus, for example, on capturing and embedding ESG indicators in daily business processes.

07.3. Additional information.

PE 08. ESG issues impact in selection process

08.1. Indicate how ESG issues impacted your private equity investment selection processes during the reporting year.

08.2. ESG issues were included in the post-investment action plan /100 day plan

08.3. Additional information.