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PRI reporting framework 2020

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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

          Conduct a greenhouse gas assessment every three years and/or define an action plan for reducing emissions

Example 2 (optional)

          Decrease the carbon emissions as a proportion of EBITDA

Example 3 (optional)

          Decrease resources consumption (water, energy, waste, …)

List up to three example targets of social issues

Example 1

          Conduct a social barometer at least once every three years

Example 2 (optional)

          Share value created or company profits with employees

Example 3 (optional)

          Improve the protection and well-being of employees

List up to three example targets of governance issues

Example 1

          At least 40% women on the Board

Example 2 (optional)

          At least 30% independent Directors on the Board

Example 3 (optional)

          Set a Board-level Audit Committee and a Compensation Committee

09.4. Additional information. [Optional]

The Group deploys an active monitoring of its portfolio companies whose aim is two-fold: i) raise awareness about CSR issues and ii) monitor CSR KPIs to anticipate risks and identify opportunities.

The Group systematically presents tailored feedback to portfolio companies and to the investment committee, including benchmarks, key improvement areas and trends.

Eurazeo Capital, Brands and PME – 60% of AUM

  • In the context of the Group's CSR strategy, the Group supports its portfolio companies in deploying the CSR essentials and in the definition of 2020 quantitative CSR progress targets. This approach, jointly created based on each company's reporting and an analysis of sector issues, consists in defining of the most material objectives and indicators for environmental, social, governance and supply chain aspects
  • Eurazeo monitors a set of over 100 KPIs.
  • In addition and on a voluntary basis, the Group provides its portfolio companies with tools to measure their impacts (see question SG18).

Eurazeo Growth and Idinvest Venture - 40% of AUM

  • Around 113 companies have provided an annual ESG reporting.
  • More than 50 material KPIs are monitored on themes such as corporate governance, job creation and equal opportunities, environmental management and responsible procurement.

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]

 Eurazeo Capital-Brands-PME – 60% of AUM

The Group encourages the adoption of Eurazeo's CSR strategy which allows to deploy a pragmatic and value-creating CSR approach. The CSR roadmap has three main objectives:

  1. Provide a robust CSR base: 100% of companies to have deployed Eurazeo's CSR essentials (83% at end 2019).
  2. Identify challenges and opportunities of sustainable performance: 100% of companies to have quantified CSR progress targets (57% at end 2019)
  3. Accelerate and maintain sustainable value creation: 100% of companies to be involved in at least one CSR acceleration program (85% at end 2019).

In addition, in the context of the second pillar of the CSR strategy (Be a vector of change in society), Eurazeo aims at presenting a broader vision of its societal footprint and value the many different kinds of contributions that its portfolio companies provide to their ecosystem, and more generally, to civil society (100% of companies to have improved their societal footprint).

Eurazeo Growth and Idinvest Venture - 40% of AUM

Within the annual feedback provided to portfolio companies, Idinvest Partners encourages them to adopt a sustainability approach, and for companies where material ESG issues are identified, to draft and communicate a CSR policy.

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 (Private)

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