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Citizen Capital

PRI reporting framework 2020

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

投資前(投資対象の選定)

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。

Investment process includes an analysis of social, environmental and governance performance (strengths and weaknesses) and a clear understanding of the social or environmental mission of the company:

  • First steps consist in discussions with managers regarding their understanding and commitment to ESG and social/environmental impact issues
  •  Identification of key impact challenges regarding environmental or social impact (depending on criteria)
  • Check list of questions include ESG & social/environmental impact 
  • Letter of intent includes chapter on ESG & social/environmental impact 
  • Chapter on the companies' vision and achievements on ESG & social/environmental impact issues in Investment Note
  • ESG audit with 75 indicators, derived from several sources (Global Reporting Initiative Guide de la Performance Globale du CJD, ISO 2600…) ; social/environmental impact assessment with in-house methodology
  • Impact diagnosis (generally a 3h meeting) on defining vision & purpose, aligning mission with business strategy and building key indicators for the investment period

In other terms, the fund does not invest in companies that do not respond to our impact policy.

 

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。

On ESG

Our investees report annually their ESG performance based on a 50 key indicators questionnaire refering to our 5 major ESG points of attention : employment and internal career-enhancement, diversity and empowerment, remuneration policy and shared added value, environment and governance performance.

On Impact

Our investees are due to report annually both quantitative impact performance based on the key indicators set in the impact business plan (prior to investment) and qualitative information about improvement regarding the social and environmental impact of their activity. 


PE 07. Encouraging improvements in investees (Private)


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


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