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MBO & Co

PRI reporting framework 2019

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PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. Indicate whether your organisation’s investment activities are guided by a responsible investment policy / follow responsible investment guidelines.

02.2. Describe how your organisation outlines expectations on staff and portfolio companies’ approach towards ESG issues in investment activities.

In 2013, MBO Partenaires signed the UNPRI and the AFIC charter.

Each year, we follow up several ESG criteria for each portfolio company of MBO Capital 2, 3 & 4. Conclusions are written in an ESG annual report which is sent to investors. Moreover, we include an ESG part in MBO Capital 4 quarterly reports.

Since January 2017, in order to anticipate the identification of ESG factors from the precommitee stage, 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.

In 2018, in the dynamic of a continuous progress and in a context of regular legal changes, the ESG team has called upon PwC to assist it in the compliance of its ESG policy and the creation of a roadmap for the next years.

Moreover, we are testing on one of our MBO Capital 4 portfolio companies a dedicated post-deal ESG review led by an external third party (diagnosis and action plan with the Management team and MBO Partenaires).