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Bowmark 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。

All potential new investments undergo formal ESG due diligence based on Bowmark’s ESG Due Diligence Framework. A summary of key ESG issues and post-investment actions is provided to the Investment Committee, along with the full ESG report which form part of the suite of due diligence documentation. The Investment Committee will then discuss and consider the ESG matters as part of its overall review of the investment.

While most issues arising are typically addressable as part of the post-investment action plan, there are some which Bowmark would consider materially adverse in formulating its investment decision, such as:

 accidents or health and safety incidents leading to serious injury or loss of life;

 accidents or incidents having a negative environmental impact;

 proceedings relating to any serious offence against an employee or officer, including regulatory breaches, dishonesty, fraud, corruption or bribery;

 any actual or alleged involvement in criminal activities; and

 strongly negative media coverage.

In these and other such circumstances, the Investment Committee would likely consider that the ESG-related issues were not capable of being resolved through post-investment actions and hence would elect not to proceed with the transaction.

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。

All potential new investments undergo formal ESG due diligence based on Bowmark’s ESG Due Diligence Framework.

A summary of key ESG issues and post-investment actions is provided to the Investment Committee, along with the full ESG report which form part of the suite of due diligence documentation. The Investment Committee will then discuss and consider the ESG matters as part of its overall review of the investment.


PE 07. Encouraging improvements in investees

07.1. ディールストラクチャリングの際、ディール文書または投資後アクションプランにESG関連考慮事項を統合するためのプロセスは何ですか。

促している場合

07.2. これらの改善の種類を説明し、報告年度において事例がある場合には、その事例を提供してください。

Post-investment, the relevant Bowmark investment team will be responsible for:

 implementing the ESG-related actions identified during the due diligence phase;

 instituting periodic review and discussion of the company’s ESG performance at board level;

 where appropriate, ensuring implementation of, and ongoing reporting against, appropriate KPIs; and

 reporting on portfolio company ESG performance as part of Bowmark’s quarterly Portfolio Review meetings.

07.3. 補足情報 [任意]


PE 08. ESG issues impact in selection process

08.1. 報告年度において、ESG問題がプライベートエクイティ投資の選択プロセスにどのような影響を及ぼしたかを明示してください。

08.2. 報告年度において、ESG問題がプライベートエクイティ投資取引にどのような影響を及ぼしたかを明示してください。

08.3. 補足情報 [任意]


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