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MBO & Co

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

          1/ Follow-up of new products designed with ecoconception

Example 2 (optional)

          2/ measures taken by companies to reduce their environmental footprint

Example 3 (optional)

          measures taken by companies to recycle wastes

List up to three example targets of social issues

Example 1

          follow-up of employment creation

Example 2 (optional)

          Valuation of the social climate (nb of day strike, work accident rate,...)

Example 3 (optional)

          implementation of profit sharing

List up to three example targets of governance issues

Example 1

          Follow-up of the boards : nb of members, part of women that are board members...

Example 2 (optional)

          implementation of anti-corruption measures

Example 3 (optional)

          Follow-up of governance litigation

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]

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 (Private)

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