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MBO & Co

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.

For every precommittee for MBO Capital 4 FPCI, the ESG team suggests several issues to consider, related to the target’s characteristics. Questions are listed inside a single file, accessible to the whole team.

This new step allows the investment team to focus on ESG risks/ opportunities to which the company can be exposed and to discuss it with the management team.

Regarding the level of risks, specific diligences can be initiated. It mainly concerns environmental and health issues.

Moreover, we started to work on ESG due diligences with specialized teams of external advisors . 

ESG related-opportunities are monitored during the investment period.

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.

The investment committee dossier includes a section related to the diligences with a focus on ESG (listing of risks / opportunities on each ESG criteria) and another section on the future governance. All the conclusions of diligences are communicated to the investment committee.

PE 07. Encouraging improvements in investees (Private)

PE 08. ESG issues impact in selection process (Private)