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Activa Capital

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.

In Activa Capital’s investment selection, we take into account the ESG criteria, respecting the four axes of our ESG charter (i) optimising environmental impact, (ii) promoting responsible human resources management, (iii) ensuring exemplary governance and (iv) developing responsibility and social engagement. In the pre-investment process, there is a large predominance of the Governance and Social criteria. During the investment process, each relevant ESG criteria is improved.

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.

Every investment note provided to the Investment Committee includes a paragraph on ESG information regarding the company.

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

Activa Capital encourages continuous improvements from all its investees through the statement of ESG objectives in all its investment shareholder agreements. Progresses are covered through (i) regular dialog with portfolio companies (ii) data collection through Activa Capital ESG proprietary reporting tool (iii) Board sessions addressing ESG issues (iv) publication of a report on our portfolio.

For example, many systems of information for human resources (software) have been implemented.

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]