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Alter Equity

PRI reporting framework 2020

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.

Impact is core to our investment approach. We have elaborated rigorous impact valuation, analysis and monitoring methods in order to maximize the value created, from the study of an investment proposal until the divestment.

1) Determining the impact of the company's activity : the fund manager assesses the social and environmental impact of the company's activity during the investment proposal examination phase. Should any doubt arise, the fund manager would consult the Expert Committee, composed of highly-regarded, committed sustainable development experts.

2) The fund manager assesses the Corporate Social Responsibility (CSR) practices of companies.

3) The fund manager shares its ESG KPIs with companies and ask them to build an extra financial business plan whereby the company and the entrepreneur commit to make progress in terms of ESG practices.

 

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.

All the collected data is summarized and reported in our investment memo, which is then sent to our investment committee.


PE 07. Encouraging improvements in investees (Private)


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


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