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Wise Equity SGR

PRI reporting framework 2019

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.

ESG issues are analysed at the screening and due diligence level. Whereas when the target company operates in a sector in which Wise Equity has decided not to invest (exclusion criteria) or ESG issues are critical, the assessment of the potential investment is dropped. When the due diligence on the ESG issues is positive or highlights the necessity of improvement, future actions are incorporated into the management of the target company.

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.

After conducting a ESG Analysis and Due Diligence supported by advise of external resources, the outcome on the ESG Analysis of the target company is reported into the Information Memorandum presented to the Investment Committee and submitted to the Board of Directors.

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?.

If yes

07.2. Describe the nature of these improvements and provide examples (if any) from the reporting year

ESG-related considerations are integrated in the dialogue with the management of the company, where possible also through the investment agreement.  

We are implementing a value enhancement plan in most of the recent investments in our portfolio.

07.3. Additional information. [OPTIONAL]

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. Indicate how ESG issues impacted your private equity investment deals during the reporting year.

08.3. Additional information. [OPTIONAL]