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Sherpa Capital

PRI reporting framework 2020

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


PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選定に組み入れる際のアプローチを説明してください。

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. 補足情報 [任意]

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. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

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)