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Permira Holdings Limited

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Permira is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). PRI provides a useful framework for progressing the integration of ESG into the investment processes of the Permira private equity funds and the PDM private credit funds.

In 2018/2019, Permira Debt Managers contributed to the development of a new PRI Guide: 'Spotlight on Responsible Investment in Private Credit' (2019). In previous years, Permira was involved in a working group supporting the development of PRI's Guidance on ESG monitoring, reporting and dialogue in private equity (2018). The guide was designed to align GP and LP approaches and expectations on monitoring and reporting. 

 

 

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Adinah Shackleton, Permira’s Head of ESG, has been an active member of the BVCA’s Responsible Investment Advisory Group since 2016, and chaired the group during 2018 and 2019. Through the BVCA and this Group, Permira has:

  • Developed and delivered training sessions on ESG as part of the BVCA Private Equity Foundation course, training the next generation of investment professionals
  • Contributed to developing the BVCA's Guide to Responsible Investment for BVCA members
  • Supported the development of the BVCA Responsible Investment e-Learning Course as a Founding Member

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Adinah Shackleton has been an affiliate member of the Invest Europe Responsible Investment Roundtable since 2017.  In 2018/19, she was involved in the consultation on the recommendations of the High-Level Expert Group on Sustainable Finance. These recommendations support the European Commission in developing its strategy and roadmap on sustainable finance. 

          UK “Guidelines for Disclosure and Transparency in Private Equity” (formerly the Walker Guidelines)
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Permira was engaged in the development of the UK "Guidelines for Disclosure and Transparency in Private Equity" (formerly the "Walker Guidelines") and was an early adopter of its recommendations. In 2019, no Permira funds' portfolio companies met the reporting thresholds for the "Guidelines for Disclosure and Transparency in Private Equity".


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          Permira is involved in the BVCA RI Working Group which helps shape RI training for Investment Professionals.
        

行動の頻度

説明

          In 2019 Adinah Shackleton worked with AIFI, the Italian Private Equity, Venture Capital and Private Debt Association to help develop their ESG guidelines. Permira Debt Managers also contributed to the development of a new PRI Guide: 'Spotlight on Responsible Investment in Private Credit' (2019).
        

行動の頻度

説明

          During 2019, Permira attended PRI in Person and participated in a number of ESG-related panels (further details below)
        

行動の頻度

説明

          Permira encourages adoption of PRI through conference speaking slots and other external communications (further details below).
        

行動の頻度

説明

          During 2019, articles included thought leadership pieces with the BVCA on Permira's approach to integrating ESG in the investment process.
        

行動の頻度

説明

          Permira Debt Managers contributed to the development of a new PRI Guide: 'Spotlight on Responsible Investment in Private Credit' (2019).
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

In order to actively promote responsible investment in the industry and support in shaping the evolving ESG agenda, Permira participates in panels at conferences and thought leadership opportunities more broadly. For example, in 2019, Permira presented on a panel at the Private Equity International (PEI) Responsible Investment conference in London on Reputational Risk. 


SG 11. Dialogue with public policy makers or standard setters (Private)


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