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Eurazeo

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          ESG Monitoring process
        
Conducted by
Asset class
Scope and process

Beyond collecting ESG KPIs, Idinvest Partners believes that the annual ESG reporting exercise contributes to enhanced ownership and increased awareness among GPs.

In this context, Idinvest Partners is committed to deploying a continuous improvement approach and intends to increase its ESG monitoring scope for its funds of funds activity.

Outcomes

Idinvest Partners increased the ESG monitoring scope from 45 asset managers in 2018 to 49 in 2019, obtaining a 100% answer rate . This significant improvement was possible thanks to Idinvest portfolio managers' commitments to responsible investment. During the past years, Idinvest Partners has observed an improvement on ESG policies and practices across its funds of funds activities, improving its exposure to responsible investment.

Idinvest published a study on CSR best practices in European SMEs, including a historical evolution in GPs’ practices. The study is available here: https://www.idinvest.com/en/medias/publications/2019-study-corporate-social-responsibility-in-european-smes 

Topic or issue
          ESG monitoring of the underlying assets
        
Conducted by
Asset class
Scope and process

Idinvest Partners deploys efforts to improve the monitoring of ESG issues in its Fund of Funds portfolio. The firm encouraged its GPs to use a more comprehensive annual ESG questionnaire to its portfolio companies. Idinvest participated to a France Invest’s ESG commission working group, together with 3 other leading French GPs (Bpifrance, Caise des Depôts, Swen Capital Partners), to put together a harmonised ESG reporting template to be circulated to all GPs.

Outcomes

The harmonised ESG reporting template was issued as an official recommendation by France Invest at end 2019.

09.2. Additional information.


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