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Triton Investment Management Limited (TIML)

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

          Carbon emissions
        

Example 2 (optional)

          Carbon intensity
        

Example 3 (optional)

          Water usage
        

List up to three example targets of social issues

Example 1

          Health and safety (e.g. Lost Time Injuries)
        

Example 2 (optional)

          Responsible supply chain policy in place
        

Example 3 (optional)

          Product responsibility incidents
        

List up to three example targets of governance issues

Example 1

          % of relevant employees trained in Anti-Corruption
        

Example 2 (optional)

          % of relevant employees trained in anti-trust
        

Example 3 (optional)

          Cyber-security policy in place
        

09.4. Additional information. [Optional]

Triton's RI Policy defines requirements for ESG engagement to be incorporated  into the portfolio companies' plans, including specific management strategies to deal with any issues identified during due diligence.  It then defines requirements for periodic monitoring and reporting on ESG matters to Triton on a defined schedule.  

ESG issues are incorporated into the investment monitoring process in the following ways:

- Tri-annual risk report, which tracks any material ESG breaches at Triton portfolio companies (“PCs”) through to closure

- Triton’s ESG KPI scorecard which is submitted by PCs bi-annually through on an online system. For the avoidance of doubt, the items listed above are a small selection of KPIs that we track. 

- Monitoring also takes place through periodic review calls with portfolio companies, annual face-to-face meetings, and ad-hoc calls and meetings when specific issues arise. 

In 2019, over 90% of Triton's PCs were monitored for ESG performance through one or more of the above mechanisms. 

 

 


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]


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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