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Oakley Capital Limited

PRI reporting framework 2020

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


PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選定に組み入れる際のアプローチを説明してください。

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. 補足情報 [任意]

PE 06. Types of ESG information considered in investment selection

06.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

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)