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Sherpa Capital

PRI reporting framework 2020

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PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. Indicate whether your organisation’s investment activities are guided by a responsible investment policy / follow responsible investment guidelines.

02.2. Describe how your organisation outlines expectations on staff and portfolio companies’ approach towards ESG issues in investment activities.

Sherpa Responsible Investment Policy is shared with all the employees, the Board ant the investment portfolios in order to state the relevance of considering ESG issues within Sherpa investments. Currently, Sherpa is in the process of implementing its RI Policy. For that purpose, Sherpa will elaborate in the short-term an ESG roadmap for the following years.

With these considerations in view, Sherpa aims to incorporate ESG principles into all phases of the investment cycle:​

Analysis of potential investment: conducting an analysis of potential risk and opportunities that may affect the value of potential acquisition. The investment team will analyse the investment taking into account ESG factors when making the investment decision.
Investment decision making and agreement: including ESG considerations as a standard within Investment Committee discussions; including ESG aspects in the investment decision (clauses on possible risks in the SPA).

Investment management and monitoring stage: ESG aspects will be integrated in the value creation plans for monitoring throughout the life of the investment. These plans will aim to correct deficiencies or material issues detected in the previous stages or during the management of the investment.