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Permira Advisers Group Holdings Limited

PRI reporting framework 2020

You are in Direct – Private Equity » Post-investment (monitoring)

Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

Example 1

          Greenhouse Gas emissions (GHG) - Scope 1, 2, 3

Example 2 (optional)

          Material environmental incidents

Example 3 (optional)


List up to three example targets of social issues

Example 1

          Health and safety incident/incidence rates (Lost Time Incidents, Reportable Incidents, Fatal Incidents)

Example 2 (optional)

          Voluntary attrition/employee turnover

Example 3 (optional)

          Material social incidents

List up to three example targets of governance issues

Example 1

          Material governance incidents

Example 2 (optional)


Example 3 (optional)


09.4. Additional information. [Optional]

Throughout the life of the investment, Permira investment professionals regularly review progress on ESG issues, both against the objectives that are included in the value creation plan and against other relevant criteria that emerge subsequently. Updates are provided, as appropriate, to the Portfolio Review Committee (PRC). The ESG working group is available for support and guidance during these reviews, and more broadly during the holding period. Where issues arise unexpectedly, they are monitored closely by both the investment team and the Head of ESG. Detailed reporting is expected from the company on a real-time basis.

Permira has implemented iLevel, a portfolio monitoring solution, to collect a range of information from portfolio companies, including financial performance metrics. Permira has introduced ESG metrics in iLevel to support portfolio ESG monitoring and reporting. These include a set of core ESG KPIs (applicable to all companies regardless of sector and region) and tailored initiatives. Permira is committed to engaging with portfolio companies to improve both the level of reporting and the quality of data reported by portfolio companies in iLevel.

PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]

In some cases portfolio companies may not have an overarching ESG/sustainability policy but have policies and guidelines in place which address ESG matters, as relevant. 


PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Private)

PE 12. Type and frequency of reports received from portfolio companies (Private)

PE 13. Disclosure of ESG issues in pre-exit (Private)