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Sherpa Capital

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)

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.

At the moment of analyzing the possible investment, the possible risks and opportunities that may affect the value of potential acquisitions are taken into account. The investment team takes into account ESG factors when making the investment decision. It is documented through a Due Diligence Questionaire. 

ESG considerations are included as standards within the discussions of the Investment Committees. Material ESG aspects may be included in the investment decision (Clauses on possible risks in the SPA).

05.3. Additional information. [Optional]

Sherpa is still in the early stages of implementation of its Responsible Investment Police. For that purpose, Sherpa will elaborate in the short term an ESG roadmap for the following years. Within one-year period, Sherpa wants to implement internal procedures, such as due diligence check-lists. Sherpa will consider to conduct ESG due diligence when deemed necessary. 


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.

Sherpa requires to its investment teams to conduct a legal due diligence.

In the future and as part of the Sherpa’s ESG roadmap, investment team will conduct due diligence on ESG issues. For that, external consultants or experts will be appointed to advise our teams on these topics.


PE 07. Encouraging improvements in investees (Private)


PE 08. ESG issues impact in selection process (Private)


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