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Sherpa Capital

PRI reporting framework 2020

You are in Direct – Private Equity » Post-investment (monitoring)


PE 09. Proportion of companies monitored on their ESG performance

09.1. 組織がポートフォリオ構成企業の投資モニタリングにESG問題を組み入れているかどうかを明示してください。

09.2. 報告年度のポートフォリオ構成企業の中で、投資のモニタリングにESGパフォーマンスを組み入れた割合を記載してください。


09.3. 組織が通常目標(KPIなど)を設定し、モニタリングしているESG問題を記載し、問題別に例を挙げてください。




          	Energy consumption

例2 (optional)

          	Water consumption

例3 (optional)

          	Holding ISO 14001 certification



          	Accident statistics

例2 (optional)

          	Training hours

例3 (optional)

          	Percentage of women



          	Holding ISO 9001 certification

例2 (optional)


例3 (optional)


09.4. 補足情報 [任意]

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. 組織がESG/サステナビリティに関連するポリシー(または同様のガイドライン)を有するポートフォリオ構成企業の割合を追跡しているかどうかを記載してください。

10.3. 補足情報 [任意]

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)