This report shows public data only. Is this your organisation? If so, login here to view your full report.

Investisseurs & Partenaires

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

          Carbon footprint, energy efficiency and renewable energy (annual evolution of CO2teq, and in comparison with turnover, share of investee companies using renewable energy)
        

Example 2 (optional)

          Waste management (share of investee companies recylcing their waste)
        

Example 3 (optional)

          Deforestation issues for agri-business projects
        

List up to three example targets of social issues

Example 1

          Number of jobs created
Level of wages
        

Example 2 (optional)

          Human resources management and health insurance coverage for employees (% of employees covered by health insurance systems, turnover, etc.) 
Health and safety for employees (number
        

Example 3 (optional)

          Working and social conditions of small producers/distributors working with the company
        

List up to three example targets of governance issues

Example 1

          Country corruption situation and business integrity of the entrepreneur(s) - reputation checks
        

Example 2 (optional)

          Sector and contracts obtaining characteristics
        

Example 3 (optional)

          Assessment of the company governance and set up of an appropriate governance structure if needed
        

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]

ESG action plans are implemented in all the investees. However, we invest in small African SMEs and only the larger ones or companies with a specific focus on environmental/social issues have a duly formalized policy on ESG/sustainability issues and sometimes dedicated human resources. 


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 

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]

In most cases, reporting on ESG issues consists in updating action plans and assessing progress made. Only a few companies produce a more detailed report. 


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


Top