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Goodwell Investments

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.

- Review against uMunthu Exclusion list

- Rate ESG risks (considers sector, size of operations, country)

- Public domain check (are there any ESG legal controversies related to the potential investment)

- ESG strategy is formed

- ESG Due Diligence Checklist used

- Include ESG covenants in Term Sheets

- Site visits & data gathering

- Ensure that ESG requirements are included in the Shareholders Agreements  & Memorandum of Incorporation


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.

Information is included in the IM

PE 07. Encouraging improvements in investees (Private)

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