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Unison Capital

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.

ESG is incorporated into all stages of the investment process starting from pre-investment to identify potential risks and opportunities. We recognise that ESG factors vary between sectors which is reflected in the due diligence we perform. Information is collected from both public sources and information provided by target companies. Where relevant to risk management or value creation, ESG factors are included in our post investment activities (e.g. action plans).

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.

Under our ESG policy and procedures, the Investment Committee is required to consider ESG issues relevant to an investment and implement the relevant actions for risk management or value creation. The findings from ESG due diligence are included in the documentation submitted to the Investment Committee.


PE 07. Encouraging improvements in investees

07.1. During deal structuring,what is the process for integrating ESG-related considerations into the deal documentation and/or the post-investment action plan?.

If yes

07.2. Describe the nature of these improvements and provide examples (if any) from the reporting year

After assigning an ESG director to a portfolio company, we work with portfolio companies to improve management of ESG issues with the goal of increasing enterprise value. In the current fiscal year, examples of ESG improvement initiatives in our portfolio companies include improving the working environment (e.g. compliance with labor laws) and improvement of food waste management operations.

07.3. Additional information. [OPTIONAL]


PE 08. ESG issues impact in selection process

08.1. Indicate how ESG issues impacted your private equity investment selection processes during the reporting year.

08.2. Indicate how ESG issues impacted your private equity investment deals during the reporting year.

08.3. Additional information. [OPTIONAL]


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