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PAI Partners

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe Prior to every acquisition, an assessment of the future ESG factors that could materially impact the company during the ownership period is undertaken (shift of demand for certain types of products, impact of incoming regulations etc.).
Describe A forward-looking assessment of the exposure of PAI’s portfolio to climate change risks (physical and transition risks) was undertaken in 2019.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

SG 13 CC.

SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.4. If you selected disclosure on emissions risks, list any specific climate related disclosure tools or frameworks that you used.

Since September 2018, we have been incorporating the SASB Climate Risk Technical Bulletin in our ESG Due Diligence memo. We apply the sectorial analysis of this tool to every potential investment in order to assess their physical, transition and regulation risk, and the risks’ impact on revenues, operating costs, asset value and financing cost.

In 2019, we developed a Climate Strategy following the TCFD recommendations. This strategy was disclosed in detail to all our investors in our 2018-2019 Sustainability Report.

Upon request, we also share the Climate Risk exposure assessment of our portfolio, which we carried out in 2019, to our LPs


14.5. Additional information [Optional]



SG 14 CC.

SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]