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J.P. Morgan Asset Management

PRI reporting framework 2020

Export Public Responses

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

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

          Monitors investments for potential negative environmental impacts

Example 2 (optional)

          Monitors investments for regulatory adherence

Example 3 (optional)


List up to three example targets of social issues

Example 1

          Monitors talent attraction and retention; vacancies or changes

Example 2 (optional)

          Monitors management and ownership for diversity

Example 3 (optional)


List up to three example targets of governance issues

Example 1

          Monitors proportion of diversity/women/minority at management ownership level

Example 2 (optional)

          Monitors advisory board and board seat control

Example 3 (optional)


09.4. Additional information. [Optional]

PEG monitors all portfolio companies for ESG considerations.

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]

Sustainable investment and ESG considerations have historically been an important part of PEG’s evaluation and underwriting process.  Starting in 2017, PEG formalized the framework and now requests sustainable-related policies on all investment targets and throughout the monitoring of investments.  If an investment or target does not have a sustainable investment policy, we share best industry practices and encourage adoption.

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 (Not Completed)