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Fonds de solidarité FTQ

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)

投資前(投資対象の選定)

PE 05. Incorporating ESG issues when selecting investments

05.1. デューデリジェンスで組織がプライベートエクイティ投資先を選定する際、通常ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をプライベートエクイティ投資の選定に組み入れる際のアプローチを説明してください。

All PE investments must be preceded by an analysis of social acceptability and a social audit. At this stage, investments might be turned down if social risks are deemed too high, or improvements in social practices might be recommended.

Social audits cover many aspects, including number of jobs created or maintained, health and safety performance and quality of employee-management communication and relationship. Social audits always comprise on-site visits and interviews with predefined stakeholders.

Furthermore, the Fonds investigates cases of non-compliance with environmental laws or convictions resulting in fines before concluding any investment. The governance structure as well is evaluated before investing.

As a standard practice, the Fonds encourages open and ongoing discussions with its partner companies and outlines the opportunities for progress with regards to business and ESG practices.

05.3. 補足情報 [任意]


PE 06. Types of ESG information considered in investment selection

06.1. プライベートエクイティの投資選択プロセスにおいて組織が通常どのような種類のESG情報を考慮するかを記載してください。

06.2. 投資委員会または類似の委員会において、この情報がどのように報告・検討・文書にまとめられているかを記載して下さい。

The Fonds’ Relationships with workers team is responsible for performing social acceptability analysis and social audits. As documented previously, social audits cover many aspects (quantitative and qualitative information collected), including:

  • Number of jobs created or maintained;
  • Health and safety performance;
  • Quality of employee-management communication and relationship, whether employees are unionized or not;
  • Compliance with human and workers’ rights legislations, including pay equity and harassment laws;
  • Community investments and involvement, including donations, sponsorships, employee volunteering programs and internship programs.

Social audits always comprise on-site visits and confidential interviews with stakeholders. At this stage, investments might be turned down if social risks are deemed too high, or improvements in social practices might be recommended.

Adding to the documents that must be prepared by the Relationships with workers team, investment teams must complete a section in their financial analysis relating to the social aspects of the transaction under study. At this stage, an investment might be turned down if social risks are deemed too high.

The results of each and every social audit must be considered by the Investment committee and must be discussed at the board level, when required due to an investment size.


PE 07. Encouraging improvements in investees (Not Completed)


PE 08. ESG issues impact in selection process (Not Completed)


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