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Unison Capital

PRI reporting framework 2020

You are in Direct – Private Equity » Post-investment (monitoring)

Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

Example 1

          Waste treatment regulation
        

Example 2 (optional)

          Reduction of food waste
        

Example 3 (optional)

          Reduction of utilities cost
        

List up to three example targets of social issues

Example 1

          Management of over time hours / turnover rate
        

Example 2 (optional)

          Turnover rate
        

Example 3 (optional)

          Diversity - percentage of female management
        

List up to three example targets of governance issues

Example 1

          Whistle blowing system
        

Example 2 (optional)

          Performance review of Board of Directors
        

Example 3 (optional)

          Compliance training of Board members
        

09.4. Additional information. [Optional]


PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]


PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Private)


PE 12. Type and frequency of reports received from portfolio companies

12.1. Indicate the type and frequency of reports you request and/or receive from portfolio companies covering ESG issues.

Type of reporting 

          Reporting on ESG performance is an integral part of board meetings and other meetings with senior management of portfolio companies.
        

Typical reporting frequency 

12.2. Describe what level of reporting you require from portfolio companies, and indicate what percentage of your assets are covered by ESG reporting.[OPTIONAL]


PE 13. Disclosure of ESG issues in pre-exit (Private)


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