Freeman Spogli is committed to promoting an organizational culture that encourages responsible investment. In addition to complying with ESG criteria that are required by law, the Firm has implemented a fluid investment policy that balances the best interests of our investors as a whole, the particular objectives the Firm sets for each of its portfolio companies and applicable ESG factors that may arise in connection with our potential investments.
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. With regard to portfolio investments, the Firm seeks opportunities to promote ESG responsibility and awareness, including environmental stewardship, consumer protection, human rights and diversity.