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PRI reporting framework 2020

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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

          Undertake an "environmental assessment" of the environmental impact of the company's operations

Example 2 (optional)

          Confirm at monthly Board meetings business operates according to relevant World Bank standards for the activity concerned if these are more stringent than local legislation

Example 3 (optional)

          Review the use of   transport, especially air travel, with a view to cutting emissions and setting lower targets in the future

List up to three example targets of social issues

Example 1

          Confirmation at monthly Board meetings that the business does not employ forced labour of any kind

Example 2 (optional)

          Ensure businesses pay wages which meet or exceed industry or national minima and are sufficient to meet basic needs

Example 3 (optional)

          Have in place consultative work-place structures and associations which provide employees with an opportunity to present their views to management

List up to three example targets of governance issues

Example 1

          To comply with all applicable laws and regulations

Example 2 (optional)

          To properly record, report and review financial and tax information

Example 3 (optional)


09.4. Additional information. [Optional]

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]

All portfolio companies are required to adhere to strict ESG policies and report matters at Board level at monthly meetings.  Given the diverse nature of the portfolio, the key indicators will clearly vary from company to company and are agreed and incorporated into legal documentation pre-investment. 

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)