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Advantage Partners

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.

We conduct ESG screening in our deal due diligence process based on our comprehensive ESG checklist. When there are material issues identified during the due diligence process, we may decide not to make the investment. If identified ESG issues are considered to be manageable, we include the management of these issues in a 100-day post-investment plan presented to the investment committee prior to investment and monitor ongoing progress on ESG issues, as applicable after closing.

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.

Before undertaking any investment, we complete comprehensive due diligence which includes material ESG issues identified for each investment by having both internal and external subject matter experts who possess relevant competence conduct assessments of risks and value creation considered from the initial due diligence stage to the final Investment Committee process.  All Investment Committee members attend a firm-wide weekly meeting to discuss new investment opportunities and the status of current portfolio companies.  The members of ESG Committee also attend those meetings and provide opinions from the perspectives of not only any applicable laws but also a variety of ESG assessment framework.  ESG-related issues that are discovered during the due diligence process are discussed throughout the investment process from the initial weekly meeting through the Investment Committee meeting.  ESG issues considered, findings, and next steps if any, are documented for internal use.

PE 07. Encouraging improvements in investees (Private)

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