This report shows public data only. Is this your organisation? If so, login here to view your full report.

Alter Equity

PRI reporting framework 2020

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

          Perform a carbon footprint assessment (Scope 1 and 2).

Example 2 (optional)

          Implementing a recycling process for used products sold by the company

Example 3 (optional)

          Raise sales team's awareness to ecofriendly driving with training and inter-team games

List up to three example targets of social issues

Example 1

          % of employees benefitting from a yearly written assessment

Example 2 (optional)

          % of employees interested in capital

Example 3 (optional)

          % of employees trained

List up to three example targets of governance issues

Example 1

          % of managers with variable remuneration depending on extra-financial criteria

Example 2 (optional)

          Implementing a yearly based meeting with all team members to share company's strategy and yearly hot topics

Example 3 (optional)


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)