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CPE Capital (CPEC)

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

CPE Capital’s active ownership model will minimise risk factors and add ESG value to investments by integrating the consideration of ESG issues into its continuing governance and management frameworks.

The CPE Capital Investment Team, often in conjunction with external ESG experts, works closely with management to assess and monitor ESG risks and opportunities and then report on ESG performance.

CPE Capital believes that integrating ESG criteria into its investment process will enhance value for CPE Capital’s stakeholders. CPE Capital will appropriately consider, monitor, disclose and engage on material environmental, social and governance issues of relevance to its stakeholders.

Please see the ‘CPE Capital Policy on Responsible Investment’ document for further details.

Environmental Impact Studies will be obtained during due diligence for target companies that have an environmental element to their business. All investment papers contain an ESG section detailing material ESG issues. CPE Capital has developed an ESG reporting template for inclusion in the portfolio company board reports, this is implemented as part of the 100 day plan.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

CPE Capital has in place investor advisory committees for each of the Funds under management. These committees comprise of representatives of investors as determined by CPE Capital. 

By way of example the Investor Advisory Committee for CPE Capital's latest fund will comprise a minimum of 3 members and it is the role of the Committee to consider a range of matters in relation to the operation of the CPE Capital Funds including conflicts of interest.

CPE Capital does not manage any “other vehicles” that invest contemporaneously with existing CPE Capital Funds. Should there be a “conflict”, this would be discussed with the Investor Advisory Committee.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)