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Alter Equity

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)


PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選定に組み入れる際のアプローチを説明してください。

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. 補足情報 [任意]

PE 06. Types of ESG information considered in investment selection

06.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

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)