This report shows public data only. Is this your organisation? If so, login here to view your full report.

Paine Schwartz Partners

PRI reporting framework 2020

You are in Direct – Private Equity » Fundraising of private equity funds

Fundraising of private equity funds

PE 03. Fund placement documents and RI

03.1. Indicate if your most recent fund placement documents (private placement memorandums (PPM) or similar) refer to responsible investment.

03.2. Indicate how your most recent fund placement documents (PPM or similar) refer to the following responsible investment:

03.3. Describe how your organisation refers to responsible investment in fund placement documents (PPMs or similar). [Optional]

The most recent fund placement document (PPM) contains a subsection dedicated to ESG within the Investment Strategy and Process section which includes the following information:

Paine Schwartz Partners actively seeks investment opportunities across the value chain that address these growing challenges. Furthermore, the Firm believes that proactive day-to-day management of key ESG issues across its portfolio helps to protect and enhance the value of its investments. In order to put these principles into practice, the Firm incorporates key ESG considerations throughout the investment cycle, including the management of ESG in its own operations and supporting its portfolio companies to do the same.

To ensure the integration of ESG considerations in the pre-investment phase of investments, and subject to the Firm's determination of what is reasonable and appropriate for each investment, the Firm will undertake ESG due diligence screening to conduct an initial assessment of potentially material ESG risks and value creation opportunities that may have an impact on the investment decision-making process. This screening is typically done in concert with a third-party ESG expert.

When material ESG issues are identified, they will be included in discussions with the Investment Committee and external advisors may be engaged to carry out additional ESG-related due diligence as needed. 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 investment, the Firm will monitor progress on key ESG issues and incorporate any such material issues identified during the diligence process into its strategic plan post-close, as appropriate. Where management of, or performance on, a material issue is considered by the Firm.


PE 04. Formal commitments to RI (Private)


Top