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Freeman Spogli & Co

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.

In evaluating a transaction, each member of the Firm is responsible for analyzing, evaluating and reviewing the potential ESG implications of an investment.  When the Firm identifies that an investment may have aspects that may not meet its ESG standards, it will often hire a third party advisor to review and assess those aspects of the transaction.  Freeman Spogli seeks opportunities to promote ESG responsibility and awareness, including environmental stewardship, consumer protection, human rights and diversity. 

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.

In evaluating a transaction, each member of the Firm is responsible for analyzing, evaluating and reviewing the potential ESG implications of an investment. When the Firm identifies that an investment may have aspects that may not meet its ESG standards, it will often hire a third party advisor to review and assess those aspects of the transaction. Freeman Spogli seeks opportunities to promote ESG responsibility and awareness, including environmental stewardship, consumer protection, human rights and diversity.


PE 07. Encouraging improvements in investees (Private)


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


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