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Oakley Capital Limited

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.

When considering potential new investments, Oakley conducts an inherent ESG risk assessment on the investee company’s sector and countries of operations.

The sector risk assessment outlines the key environmental and social risks inherent to operations of companies in that sector. The categories of inherent environmental and social risk assessment are Environment, Health and Safety, Labour and Community.

The country risk assessment assesses the overall inherent ESG risk for each country of direct and indirect operations. The external indices which inform this assessment consider the level of corruption, political development, economic development, socioeconomic development, and environmental protection within each country.

The outputs of these risk assessments are included in the initial investment papers and are discussed at the Investment Committee. Where the outputs of these risk assessments suggest a high ESG risk, Oakley may itself, or may instruct external consultants to conduct ESG Due Diligence and produce reports on significant ESG risks and opportunities. 

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.

Inherent Risk Assessment tool developed specifically for OCPE. Output is included in initial investment papers and discussed a the Investment Committee meetings. 

PE 07. Encouraging improvements in investees (Private)

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