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Generation Investment Management LLP

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.

Private equity investments are made as part of our Climate Solutions Funds I and II or Sustainable Solutions Fund III, which have mandates to invest only in businesses which the team judges to be "solutions" according to the Climate Materiality threshold or Sustainability Threshold applied. In addition, the management and business quality of the company is assessed against the same framework that seeks to make a judgment from a long-term perspective and integrate sustainability analysis with financial analysis.
 

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.

This information is gathered in due diligence and presentation at the IC meeting, where appropriate.


PE 07. Encouraging improvements in investees

07.1. During deal structuring,what is the process for integrating ESG-related considerations into the deal documentation and/or the post-investment action plan?.

If yes

07.2. Describe the nature of these improvements and provide examples (if any) from the reporting year

Due to the nature of the private businesses we invest, part of our commitment and skill-set that we offer arises from our sustainability knowledge. Therefore following an investment, this forms a key part of how we add value and manage our investment. We are not seeking to invest in businesses and turn them around. We provide growth capital to businesses so they can scale solutions that we believe they offer to facilitate the transition to a low carbon economy.

07.3. Additional information. [OPTIONAL]


PE 08. ESG issues impact in selection process

08.1. Indicate how ESG issues impacted your private equity investment selection processes during the reporting year.

08.2. Indicate how ESG issues impacted your private equity investment deals during the reporting year.

          Please see previous question. We are not seeking an approach that seeks to turn around businesses post-investment.
        

08.3. Additional information. [OPTIONAL]


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