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Equistone Partners Europe

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.

Members of the Investment Team have been required to include relevant ESG analysis in investment committee papers since the end of 2011 and ESG factors for each portfolio company have been featured in the regular quarterly reporting to investors since then.

In each stage of the investment process Equistone considers the implications of the investment from an ESG perspective, focusing on areas such as ethical sourcing, workplace practices, board-level governance, and environmental impact. Equistone will not progress with an investment until any potentially material ESG risks have been resolved.

Additionally, as part of our recent initiative with PwC mentioned above, we will be assessing the inherent sector and country risk (supply chain included) of each new investment and the maturity of a given portfolio company's ESG policy based on management's responses to a ESG questionnaire we have developed.

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.

As mentioned previously, members of the Investment Team have been required to include relevant ESG analysis in investment committee papers since the end of 2011 and ESG factors for each portfolio company have been featured in the regular quarterly reporting to investors since then.

In each stage of the investment process Equistone considers the implications of the investment from an ESG perspective, focusing on areas such as ethical sourcing, workplace practices, board-level governance, and environmental impact.

Equistone will not progress with an investment until any potentially material ESG risks have been resolved, and will decline if standards are not met.


PE 07. Encouraging improvements in investees (Private)


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


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