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Exponent LLP

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

          Energy Consumption per £ per sales [KWH]

Example 2 (optional)

          Compliance with all applicable environmental legislation

Example 3 (optional)

          Requirement to have an ESG policy

List up to three example targets of social issues

Example 1

          No of Health and Safety Incidents reportable by RIDDOR

Example 2 (optional)

          Gender Pay Gap Reporting

Example 3 (optional)

          Modern Slavery Act

List up to three example targets of governance issues

Example 1

          Requirement to have an Anti-Bribery and Corruption policy

Example 2 (optional)

          Requirement to have Corporate Criminal Offence Policy

Example 3 (optional)

          GDPR / Data Protection Compliance

09.4. Additional information. [Optional]

We also require our companies to track a further 3-5 E,S or G KPIs that are material to their sector. We support them in choosing these KPIs by engaging ESG Consultants to suggest some options in conjunction with their external ESG report. 

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 of our companies are required to have an ESG policy in place.  The 85% success rate, reflects that one of our portfolio companies is in the process of drafting their policy. 

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)