The findings of Zouk’s ESG assessment (as described in PE 05.2) are summarised in the Investment Committee discussion materials and form an integral part of the investment thesis for each of Zouk’s investments.
The assessment would typically include:
- An analysis of ESG metrics as determined/selected pursuant to Zouk’s sustainability assessment methodology (described in PE 05.2)
- A comparison of such metrics against competitors in the market and against industry standards
- A summary of governance-related considerations, examples of which could include board structure, reporting and information rights/obligations, and/or specific compliance provisions
The Investment Committee discusses the substantive conclusions of this assessment and determines whether the proposed investment meets Zouk’s requirements for investing in businesses that inherently and meaningfully advance ESG and sustainability goals. The Committee may request further due diligence and analysis on the topic if deemed necessary.
The ESG assessment forms the basis for post-investment actions and ongoing monitoring.