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ISATIS Capital

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

09.4. Additional information. [Optional]

In 2018, we began to collect the KPIs of our portfolio companies concerning the year 2017. In 2019, 21 companies have provided ESG information and Kpis and represented 60% of invested asset. Our objective of 100% has been postponed to next year. Indeed, some companies were mobilized on their development such as acquisitions and had no time to respond to our request because they lacked human resources to do it.

The target of our investment universe is small companies. Few of them have a formalized CSR policy. The first challenge for ISATIS Capital is to obtain that the companies measure their impact on E & S through their energy and water consumption, the waste management, the human capital management.

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]

The small size of the companies ( between 5 and 70 m€ turnover) which compose our portfolios explain the low percentage of companies which have a formalized CSR. Please see ESG report of Isatis-Capital .

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)