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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 social issues

Example 1

          Is the turnover rate of the invested company above the market average? Does the attrition rate or percentage of layoffs exceed 30%?
        

Example 2 (optional)

          
        

Example 3 (optional)

          
        

List up to three example targets of governance issues

Example 1

          Is there any delay than expected in the progress of acquiring key qualifications of the invested enterprises? How long is the delay?
        

Example 2 (optional)

          Are there significant departures or internal disagreements within the core founding team?
        

Example 3 (optional)

          Is the financial situation sound? If the total asset-liability ratio exceeds 50%, is there a realistic improvement plan?
        

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]


PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Not Completed)


PE 12. Type and frequency of reports received from portfolio companies (Not Completed)


PE 13. Disclosure of ESG issues in pre-exit (Not Completed)


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