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Partners Group AG

PRI reporting framework 2020

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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

          Reduction in energy consumption
        

Example 2 (optional)

          Reduction in single-use plastics
        

Example 3 (optional)

          Reduction in fleet vehicle miles driven to achieve fuel consumption reductions
        

List up to three example targets of social issues

Example 1

          Increase in employee retention
        

Example 2 (optional)

          Improvement in workforce diversity & inclusion
        

Example 3 (optional)

          Reduction in lost-time injury rate
        

List up to three example targets of governance issues

Example 1

          Improvement in cyber security systems
        

Example 2 (optional)

          Enhancement of fraud risk controls
        

Example 3 (optional)

          Increase in number of Non-executive directors (NEDs)
        

09.4. Additional information. [Optional]

ESG-related targets are re-evaluated on an annual basis through an internally administered ESG KPI annual survey, quarterly ESG engagement updates, and annual ESG workshops attended by a C-Suite ESG champion, operational-level champion and other relevant personnel from the portfolio company. The goals of these monitoring activities are to: 

1. Provide insight into how companies are performing on high-priority ESG topics and identify areas for continued improvement;

2. Strengthen the relationship between PG Industry Value Creation team (the team responsible for post-investment management of PG's private equity assets) and the ESG team in managing ESG performance at  portfolio companies;

3. Facilitate the sharing of ESG best practices among portfolio companies. 


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]

We collect this information through our annual ESG KPI reporting process every Q3. We ask each of our portfolio companies whether they have core ESG-related policies in place. 

Find below a breakdown of policies that our Portfolio companies have:

  • 79% have a formal environmental policy
  • 75% have a formal responsible supply chain policy
  • 100% have a cyber security policy
  • 96% have an anti-bribery / anti-corruption policy

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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