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Jade Invest

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)

Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. Describe your organisation`s approach to incorporating ESG issues in private equity investment selection.

Our investment screening is subject to several restrictions, i.e. certain criteria that need to be fulfilled prior to initial commercial due diligence. As a result, Jade Invest will refrain from investing in the following areas:

- Companies that have been found to be in serious and systematic breach of environmental regulation, e.g. illegal disposal of hazardous waste or highly polluting manufacturing and/or sourcing
- Products or substances harmful to human health, including tobacco and alcohol
- Products or services in breach of fundamental Socially Responsible Investing (SRI) standards, including gambling and adult entertainment
- Weapons and munitions
- Companies involved in serious and systematic corruption, fraud or violation of local and international regulation
- Companies associated with activities that are violating human rights
- Companies engaged in business activities deemed to be in violation of international sanctions

05.3. Additional information. [Optional]

PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

RI issues are reported in the intial phase of due diligence, prior to a completed IM, and thereafter incorporated into the final IM. Every member of a deal team is responsible for the RI issues relevant to her/his specific area of responsibility and the project manager is responsible for ensuring that all RI issues are aggregated and accounted for in the final IM.

PE 07. Encouraging improvements in investees (Private)

PE 08. ESG issues impact in selection process (Private)