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Pacific Equity Partners

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

PEP has several opportunties to review objectives for Responsible Investment Activties:

  1. Quarterly Operating Company Meetings - This is an opportunity to review the Responsible Investment Activities at each Portfolio Company. The deal team responsible for the Portfolio Company presents to the Operating Committee (consists of the Founders of the Firm), but all MDs attend the session as well which makes it interactive and encourages learning across the team. Objectives set at the previous quarter's meeting are reviewed for progress and new objectives are set for the following quarter. 
  2. Annual Offsite day - This day allows the firm to review overall strategy, areas for improvement, change etc, which includes the approach and results from Responsible Investing Activties, as well as trends to determine an approach for moving forward.
  3. Weekly Meetings - these are held each Monday morning with the full deal team and the Chief Compliance Officer. This meeting provides an update on the Deal pipeline, as well as all Portfolio Companies, and any Compliance subjects that require discussion. This is an open forum for anyone in the deal team to raise any topics they consider important and relevant. All members of the deal team are encuraged to participate

SG 06. Main goals/objectives this year (Private)


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