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PRI reporting framework 2020

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Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. Describe your organisation`s approach to incorporating ESG issues in private equity investment selection.

Our guidelines for responsible investments include all asset classes since January 1, 2017. During the year we have continued developing our process to ensure that our private equity investments live up to our ethical investment criteria. A process which involves our head of alternative investments and the responsible investments team where we work closely together. 

We have also developed a due diligence questionnaire with inspiration from the DDQ published by the PRI. 

 

05.3. Additional information. [Optional]


PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

Our guidelines for responsible investments include all asset classes since January 1, 2017. The information is included in the material presented to the Investment Committee. 


PE 07. Encouraging improvements in investees

07.1. During deal structuring,what is the process for integrating ESG-related considerations into the deal documentation and/or the post-investment action plan?.

If yes

07.2. Describe the nature of these improvements and provide examples (if any) from the reporting year

We have included ESG requirements in all agreements during the year.

07.3. Additional information. [OPTIONAL]

Our guidelines for responsible investments include all asset classes since January 1, 2017.


PE 08. ESG issues impact in selection process

08.1. Indicate how ESG issues impacted your private equity investment selection processes during the reporting year.

08.2. Indicate how ESG issues impacted your private equity investment deals during the reporting year.

08.3. Additional information. [OPTIONAL]


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