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Sherpa Capital

PRI reporting framework 2020

You are in Direct – Private Equity » Overview


PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. 組織の投資活動が、責任投資ポリシーを指針としているか、責任投資ガイドラインに従っているかを示してください。

02.2. 投資活動におけるESG問題に対するスタッフおよびポートフォリオ企業のアプローチへの期待について、どのように組織がその概要をまとめているか説明してください。また責任投資/ガイドラインおよび組織が組織内のスタッフとポートフォリオ企業の経営陣に責任投資への期待をどのように説明または伝達しているかについて、その範囲を説明してください。 [任意]

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.