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Norvestor Advisory

PRI reporting framework 2020

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


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。

ESG forms an important part of the investment process in the potential acquisition screening process. The approach we use during due diligence is similar to the approach we use in our annual sustainability reviews, that is, describing the relevance of ESG in the industries that the companies are operating in, highlighting the key material ESG themes specific to each company, assessing the company’s performance on those themes, and providing an action plan that aims both at reducing or mitigating risks and identifying value creation opportunities. However, during due diligence, we focus more on identifying red flags (unmanageable ESG risks) that may affect the investment decision. Findings are summarized in a due diligence ESG report, which is the result of an independent review by a third-party. 


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。

An ESG due diligence report is part of the investment documentation which is considered by the investment committee and compliance committee before an investment is made.

PE 07. Encouraging improvements in investees (Private)

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