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Bregal Investments

PRI reporting framework 2020

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets (Not Applicable)


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Private equity

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

ESG is an integral part of due diligence on investment managers, through ESG DDQ and due diligence questions. ESG issues are assessed as part of the investment manager's track record of historic deals. ESG is part of side letters to ensure ESG is integrated by the manager and certain exclusions are agreed. Subsequently, after investment we perform a bi-annual ESG screening of the entire portfolio of fund managers (35-40 GPs) to assess ESG management capability of the manager, headline risk of portfolio companies and general ESG exposure of the portfolios. High risk ESG exposures are selectively addressed with the relevant GPs


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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