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Paine Schwartz Partners

PRI reporting framework 2020

You are in Direct – Private Equity » Overview


PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. 組織の投資活動が、責任投資ポリシーを指針としているか、責任投資ガイドラインに従っているかを示してください。

02.2. 投資活動におけるESG問題に対するスタッフおよびポートフォリオ企業のアプローチへの期待について、どのように組織がその概要をまとめているか説明してください。また責任投資/ガイドラインおよび組織が組織内のスタッフとポートフォリオ企業の経営陣に責任投資への期待をどのように説明または伝達しているかについて、その範囲を説明してください。 [任意]

In order to put these principles into practice, Paine Schwartz Partners incorporates key ESG considerations throughout the investment cycle, including the management of material ESG issues within its own operations, as well as providing support to its portfolio companies to do the same. To manage ESG risks and value creation opportunities post‐investment, and subject to the Firm’s determination of what is reasonable and appropriate for each transaction, the Firm monitors progress on key ESG issues and incorporates any such material issues identified during the due diligence process into its strategic plan post‐close, as appropriate.  Where management of, or performance on, a material issue is considered by the Firm to need improvement, the Firm works closely with portfolio company management to support the development of a corrective action plan. 

Within its own operations, the Firm seeks to maximize ESG benefits and minimize any adverse ESG impacts. The Firm communicates expectations on responsible investment on a regular basis broadly through annual/quarterly meetings and through the annual sustainability report, and more specifically at the outset of the investment process prior to commencing ESG due diligence.  Additionally, the Firm provides mandatory ESG training for its investment team.