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Generation Investment Management LLP

PRI reporting framework 2020

You are in Direct – Private Equity » Overview


PE 01. Description of approach to RI

01.1. Provide a brief overview of your organisation’s approach to responsible investment in private equity.

The private equity/growth fund is focused on "Solutions" businesses.  We apply the same approach as with our listed equities in the way we judge the business quality and management quality of the company. We also apply a Sustainability Threshold to decide whether a company makes a net contribution as a solutions business.  This integrates information that reflects the total impact a business model has on people and planet, including positive and negative, intended and unintended impacts.  

PE 02. Investment guidelines and RI

02.1. Indicate whether your organisation’s investment activities are guided by a responsible investment policy / follow responsible investment guidelines.

02.2. Describe how your organisation outlines expectations on staff and portfolio companies’ approach towards ESG issues in investment activities.

Expectations of staff and portfolio companies' approach to ESG integration are set from the outset and reinforced on an ongoing basis.

An important aspect of the process for selecting new employees is an assessment of their alignment with the firm's commitment to sustainability.
Induction for new employees covers Generation's approach to sustainability. There are frequent different activities which reinforce the importance
of sustainability. For all employees these include: a book club where books relating to sustainability are read and discussed, discussions on various
aspects of sustainability at team meetings, pro-bono and charitable giving projects, and seminars with external experts. In addition, the evaluation
of sustainability factors is required during due diligence on potential investment opportunities and when deciding whether to proceed with an

Portfolio companies
When undertaking due diligence on a company in which we are considering investing, we discuss our approach to sustainability with the
management team. When invested, we engage with individual portfolio companies on specific sustainability factors that are material. Portfolio
companies participate in our annual impact reporting process where we gather data on their management of ESG factors.