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CPE Capital (CPEC)

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

          Monitor energy consumption and undertake reduction initiatives

Example 2 (optional)

          Monitor emissions and undertake reduction initiatives

Example 3 (optional)

          Reduction of waste and enabling recycling or reuse of remaining waste

List up to three example targets of social issues

Example 1

          Remaining 100% compliant with all local labour laws

Example 2 (optional)

          Promoting workplace diversity

Example 3 (optional)

          Workplace health and safety

List up to three example targets of governance issues

Example 1

          zero-tolerance approach to bribery and corruption

Example 2 (optional)

          compliance with listed corporate governance principles

Example 3 (optional)

          Anti-bullying and harassment policy updates

09.4. Additional information. [Optional]

While CPE Capital doesn't set specific ESG targets for our portfolio companies, the companies have their own internal ESG targets / projects and CPE Capital monitors the progress of each. ESG reporting of targets can take a number of forms:


Portfolio Company reporting to CPE Capital

CPE Capital works with its portfolio companies to agree on the appropriate reporting on relevant ESG issues.

Annual Reporting

A portfolio company’s annual ESG statement to CPE Capital will capture:

Performance against its ESG management plan;
Any changes to material ESG issues and/or changes to its ESG management plan; and
Priorities and areas of focus for the coming year.

Quarterly Reporting

The progress against the ESG management plan will be also be monitored by CPE Capital and the Board of the company through regular reporting by management.  

CPE Capital’S ESG reporting to Limited Partners

CPE Capital will provide its LPs with periodic updates on the status of ESG management plans of each of their portfolio companies.

Ad hoc LP Engagement

In addition to its periodic reporting, CPE Capital will:

Respond to formal or informal requests for information; and
Update LPs on particular ESG issues affecting funds or 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]

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)