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Qualium Investissement

PRI reporting framework 2020

You are in Direct – Private Equity » Post-investment (monitoring)

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

          Use of renewable energy

Example 2 (optional)

          Waste recycling beyond regulatory obligations

Example 3 (optional)

          Waste water treatment

List up to three example targets of social issues

Example 1

          Set-up of profit sharing system for employees

Example 2 (optional)

          Amount of budget for training

Example 3 (optional)

          Follow-up on number of disabled employees

List up to three example targets of governance issues

Example 1

          Use of ESG criteria in the selection and/or monitoring of suppliers

Example 2 (optional)

          Use of Code of Ethics or Code of Conduct

Example 3 (optional)

          Independent member at Supervisory board of portfolio company

09.4. Additional information. [Optional]

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]

Furthermore Qualium Investissement tracks wether the portfolio companies have an internal dedicated employee in charge of sustainable development, if they have established a reporting on their CSR performance and if they are signatories of the Global Compact.

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

12.1. Indicate the type and frequency of reports you request and/or receive from portfolio companies covering ESG issues.

Type of reporting 

Typical reporting frequency 

12.2. Describe what level of reporting you require from portfolio companies, and indicate what percentage of your assets are covered by ESG reporting.[OPTIONAL]

100% of the assets are covered.

Portfolio companies indicate main actions taken during reporting year, covering the 3 aspects: Governance, Social and Environmental

PE 13. Disclosure of ESG issues in pre-exit

13.1. Indicate whether during the reporting year your organisation disclosed information on ESG issues to potential buyers prior to exit for private equity investments.

13.2. Apart from disclosure, describe how your organisation considers ESG issues at exit.

ESG issues are usually detailed in the Seller Information Memorandum. Specific ESG due diligence can be realized during exit process when appropriate (ie Sogal exit in 2018).

13.3. Additional information.