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Capital D

PRI reporting framework 2020

You are in Direct – Private Equity » Post-investment (monitoring)

Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

Example 1

          Minimum percentage of natural ingredients used in the consumer goods distributed by our portfolio company.
        

Example 2 (optional)

          Minimum percentage of recyclable plastics in the products packaging.
        

Example 3 (optional)

          List of forbidden ingredients in products.
        

List up to three example targets of social issues

Example 1

          Involvement in/ support to communities
        

Example 2 (optional)

          Employee gender balance
        

Example 3 (optional)

          Fair employment practices
        

List up to three example targets of governance issues

Example 1

          GDPR compliance (data privacy)
        

Example 2 (optional)

          Have an independant board director
        

Example 3 (optional)

          Link remuneration to performance
        

09.4. Additional information. [Optional]


PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]

In our first investee portfolio company, we set objectives on ESG dimensions and monitor them on a regular basis.

Our monthly board meetings include an ESG and Organisation section in the agenda.

We also refer to experts on specific ESG considerations (e.g. product or packaging specialists) to the portfolio company management who then mandates them on specific assignments.

We also encouraged the portfolio company management to conduct a comprehensive ESG review with external experts (e.g. PwC), which they have done.

Our second investee portfolio company (latest investment closed in October 2019) already has multiple ESG policies in place. ESG and Organisation is already a section on the board meetings' agenda and our joint Value Creation Plan will include an ESG section/ plan.


PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Private)


PE 12. Type and frequency of reports received from portfolio companies (Private)


PE 13. Disclosure of ESG issues in pre-exit (Private)


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