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Bregal Investments

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題
          Decline of GP/manager commitment due to ESG performance
        
実行者
資産クラス
対象範囲およびプロセス

During due diligence on a prospective new investment we identified several high ESG risk investments in their realised and current portfolios. Although these investments were technically within their mandate and our investment restrictions from the side letter, we decided not to commit to this GP due to lack of ESG performance and understanding/recognition.

結果

Although these investments were technically within their mandate and our investment restrictions from the side letter, we decided not to commit to this GP due to lack of ESG performance and understanding/recognition.

トピックまたは問題
          UN PRI signatory
        
実行者
資産クラス
対象範囲およびプロセス

We signalled to the prospective manager that we expect them to sign up to UN PRI during this investment period.

結果

Subsequently the manager signed up to UN PRI and adopted an ESG policy

トピックまたは問題
          High ESG exposure at existing manager
        
実行者
資産クラス
対象範囲およびプロセス

Screening of ESG exposure of existing managers

結果

Significant ESG risk exposure at an existing manager lead us to engage with the manager and have them report back to us how they manage the ESG risk. The manager subsequently addressed several of these issues with their portfolio companies

トピックまたは問題
          Share best practices
        
実行者
資産クラス
対象範囲およびプロセス

Engagement with new external manager on ESG implementation

結果

Our inhouse ESG team engaged with the new external manager to assist them in implementing ESG best practices. We had a few calls with the new manager and share best practices and documents from our own ESG programme in order to kickstart their ESG programme. This engagement was part of the understading with the manager to commit to their fund

09.2. 補足情報 [任意]


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