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Sherpa Capital

PRI reporting framework 2020

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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

          	Energy consumption

Example 2 (optional)

          	Water consumption

Example 3 (optional)

          	Holding ISO 14001 certification

List up to three example targets of social issues

Example 1

          	Accident statistics

Example 2 (optional)

          	Training hours

Example 3 (optional)

          	Percentage of women

List up to three example targets of governance issues

Example 1

          	Holding ISO 9001 certification

Example 2 (optional)


Example 3 (optional)


09.4. Additional information. [Optional]

Currently, portfolio companies report basic ESG information in the annual accounts and in monthly committees . The information reported depends on each company. During 2020, Sherpa would like to select a set of cross-portfolio ESG KPIs common to all investees and in future steps, increase the number of ESG KPIs specifically selected for each company/sector.


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).

10.3. Additional information. [Optional]

Sherpa is in the early stages of implementing its responsible investment policy and is currently in the process of analysing the ESG framework of its portfolio companies. In the next steps of our ESG roadmap, Sherpa will track the ESG related policies developed by its investees. 

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 (Private)