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Pacific Equity Partners

PRI reporting framework 2020

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

投資後(モニタリング)

PE 09. Proportion of companies monitored on their ESG performance

09.1. 組織がポートフォリオ構成企業の投資モニタリングにESG問題を組み入れているかどうかを明示してください。

09.2. 報告年度のポートフォリオ構成企業の中で、投資のモニタリングにESGパフォーマンスを組み入れた割合を記載してください。

(ポートフォリオ構成企業の合計数に占める割合)

09.3. 組織が通常目標(KPIなど)を設定し、モニタリングしているESG問題を記載し、問題別に例を挙げてください。

ESG問題

問題別に例を3つまで挙げてください

例1

          Resource efficiency/ sustainability initiatives at extraction, process and packaging facilities in Manuka Health were very important
        

例2 (optional)

          Increased Sustainability in packaging is a key objective for one of our Consumer Food Businesses
        

例3 (optional)

          
        

問題別に例を3つまで挙げてください

例1

          Consumer Health and Safety
        

例2 (optional)

          Staff retention and engagement
        

例3 (optional)

          In an education business: •	Board reporting of escalated student welfare incidents: commentary and response was enhanced
        

問題別に例を3つまで挙げてください

例1

          Safety regulations for Factory operations - any injuries are recorded, compared to prior periods, changes are investigated to ensure Staff safety and regulations are adhered to.
        

例2 (optional)

          Food Safety regulation are reviewed regularly to ensure proper processes are maintained and to provide improvement where necessary.
        

例3 (optional)

          Privacy regulations with respect to confidential data  are reviewed continually, system testing for cyber theft is ongoing. Comparison to prior periods and industry norms.
        

09.4. 補足情報 [任意]

We do not always set targets, it depends on the area of review. We do continually monitor risks via our risk matrix process at the Board level. If there is an area that needs closer review then targets may be set to monitor against. We will determine the best course of action for the specific area under review.

Where possible, targets are set, reviewed and reconsidered to ensure best practice.


PE 10. Proportion of portfolio companies with sustainability policy

10.1. 組織がESG/サステナビリティに関連するポリシー(または同様のガイドライン)を有するポートフォリオ構成企業の割合を追跡しているかどうかを記載してください。

10.2. ESG/サステナビリティポリシー(または同様のガイドライン)を有するポートフォリオ構成企業の割合を記載してください。

(ポートフォリオ構成企業の合計数に占める割合)

10.3. 補足情報 [任意]

Our portfolio Companies have Policies and Guidelines that apply to many components of ESG, ie Harrassment and Bullying Policies, Employee Health and Safety, Biological and Consumer Food Waste management, Diversity and flexible work polices etc.

From a governance level the Board reviews the need for reporting against these policies, and also the need for additional policies, in line with the industry they each operate within in and the risks and opportunities that each company takes. In other words, each Company has a tailored approach to ESG guidelines and policies.


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

11.1. ポートフォリオ構成企業がESG問題を業務に組み入れるため実施している対策の種類およびこれらの活動を実施しているポートフォリオ企業の割合を記載してください。

ポートフォリオ企業が実施している活動の種類

実施しているポートフォリオ企業の割合​
(ポートフォリオ構成企業の合計数に占める割合)
実施しているポートフォリオ企業の割合
(ポートフォリオ構成企業の合計数に占める割合)
実施しているポートフォリオ企業の割合
(ポートフォリオ構成企業の合計数に占める割合)
実施しているポートフォリオ企業の割合
実施しているポートフォリオ企業の割合

11.2. ポートフォリオ構成企業のリソーシングとESG問題の管理に組織がどのように貢献しているかを説明してください。

The ESG process is reviewed at a Board level and where required we will provide guidance and resourcing as necessary depending on each Portfolio Company's specific needs.

We do not have Operating Partners who work within or with our businesses. Our model is to recruit a CEO and CFO who can run the business with full responsibility - reporting to the Board. PEP MDs will have a majority of Board seats. The PEP Board members will work closely with the CEO, but believes it is important to allow the CEO to run the business.

During 2018 we had an ESG Consultant present to the CFOs of our Portfolio Companies to enhance their knowledge in this area. External experts are engaged where the necessary skill set is not available in house.


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

12.1. ポートフォリオ企業に請求するESG問題に関する報告書の種類および頻度、報告書を受領する頻度を記載してください。

報告書の種類 

標準的な報告頻度 ​

12.2. ポートフォリオ企業に対し、どの程度の報告を要求しているか説明してください。また、ESG報告が対象としている資産の割合を示してください。 [任意]

The Board reports of all Portfolio Companies include material items with respect to ESG, including Health and Safety data 


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


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