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Portobello Capital

PRI reporting framework 2019

You are in Direct – Private Equity » Post-investment (monitoring)

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

Example 1

          Energy efficiency plans - energy management

Example 2 (optional)

          Waste management and recycle materials

Example 3 (optional)

          Incorporation on certifications, such as ISO 14001

List up to three example targets of social issues

Example 1

          Number of hours of trainnig per employee per year and % of employees who receive staff reviews every year

Example 2 (optional)

          Investment (in eur) devoted to the local area where the companies are located (donations, cooperation with NGOs, sponsorship of sport or cultural activities, etc).

Example 3 (optional)

          Ethical supply chain

List up to three example targets of governance issues

Example 1

          Existence of a Compliance Manual and a review of Corporate Defence/Legal Risks

Example 2 (optional)

          Existence of independent members in the Companies' Boards

Example 3 (optional)

          Compliance with laws in force

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]

Although many companies haven´t got an specific CSR/ESG policy, most of them include environmental and social issues in other policies such us quality policies, guide of good practices, internal code of conduct, etc...

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

12.1. Indicate the type and frequency of reports you request and/or receive from portfolio companies covering ESG issues.

Type of reporting 

Typical reporting frequency 

          Many companies have now the obligation to include in the Audited Financial Statements a no-financial indicators report. These are also requested with the Statements

Typical reporting frequency 

12.2. Describe what level of reporting you require from portfolio companies, and indicate what percentage of your assets are covered by ESG reporting.[OPTIONAL]

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